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Dashboard Pal - Flow Edition

By Salesforce Labs

Embed your dashboards within a flow!

Free  

Never requires payment

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As the Dashboard Pal gained popularity ever since it was released, the need for custom processes for various use-cases became apparent. The Flow edition of Dashboard Pal is our answer which allows anyone to modify the component to their liking.

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MVP
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Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
2.75
Lifetime average
Showing 4 of 4 Reviews
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Eleni Barakos
Triple Star Ranger
09/15/2022

community review

Installed this in my Dev org to test and see how to use this for future. working as expected.

Vinayak Raste
01/19/2024

In my org it is giving me error as,' refusing to connect'. please help me.

Joseph Pingleton
04/29/2021

It doesn't work...

I would love for this to work... Any reason why it isn't? I'm receiving mydomain.my.salesforce.com refusing to connect error like another reviewer mentioned. Any help appreciated! I would update the rating if I could get it to work...

Roman Michalik
All Star Ranger
01/21/2022

Same here I'm afraid.

Srdan Korica
12/10/2020

Doesn't work!

It fails to load a dashboard (refused to connect error)

Vinayak Raste
01/19/2024

Hi Martin, I am able to see dashboard in standard dashboard component. As you mentioned in your comment DashboardPal component uses the same mechanism as standard component...I want to know about that mechanism?? Please explain

Martin Futas
12/11/2020

Hi Srdan, this could be caused by an array of different problems. First ensure that your use can view the said Dashboard in a standard Dashboard component as this component uses same mechanism. For your first Flow I'd recommend to use the one provided via template included in the package. Hope this helps.

Katharine Anderson
Ranger
11/14/2019

This is great!

I just installed this yesterday, and already I've been able to create just the right homepage component for my users. Having the Dashboard Pro available as a flow component instead of a managed lightning component package is great, and makes it easy to customize. What I did was have the drop down menu of available dashboards on the same screen as the dashboard, and then a user update step to push the selection to the default dashboard id field on the user's record. I also created a variable that allows us to put in an org wide default dashboard id when adding it to the page layout. Then I created a formula in the flow that displays the user's default dashboard if they've selected one, or the org wide default if they haven't. This will make customizing the homepage dashboard a breeze for my users. One thing that I really like about this too is that because the flow compiles the list of available dashboards at runtime, it will only show the dashboards that the user has access to, rather than all of the dashboards in the org. Also, using this trick, I was able to make the default in the picklist the same as the currently displayed dashboard: https://success.salesforce.com/answers?id=906300000010wiFAAQ The reason I gave it 4 stars, rather than 5: One issue that has come up though is that the 'Subscribe' button on the dashboard in the component doesn't work (I click on it and nothing happens), though the button does display. Is there any way to get that fixed? In the meantime I'll just tell my users to open up the full version of the dashboard and subscribe there.