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Salesforce Table Component with Individual Record Links
I would like to have a Dashboard with a table component. For ex, the table component might contains "the top 10 opportunities by amount" or "list of dashboards created by a user" etc. I want all the list of records with the hyperlinks and whenever i clicked on any of the particular link of the record from the dashboard's table component, the respective opportunity or the respective report / dashboard need to be open.
Please do suggest me all the possible ways n methods. Appreciate all of your responses on the above issue.
Thanks,
Veeru
Follow the steps
1. To add table you need a report (that bring top 10 results) internal SOQL call and this needs to be on dashboard
2. Create a custom report (click '+' button and open Dashboard )
3. Locate 'Create new Dashboard' and 'Create new Report' button;
4. Click on Create new Report
5. Select 'Opportunity from the list' click on create new report button
6. Drage and Add Field (as shown in attached image) (http://imageshack.us/photo/my-images/843/opportunityfilter.jpg/)
7. Chose 'Limit Rows by this field' in drop down
8. New yellow color filter will show up (refer picture 2) limit it 10 by decending order : image 2 (http://imageshack.us/photo/my-images/585/image2cxk.jpg/)
9. Save this report as ForceReport
9. Go and create new dashboard (select table typed and when asked for resource add this ForceReport as resource of data)
10. Run the Dashboard - and you are done
Works like charm,
Hope this help - read my site for more Salesfore updates
Hope you didnt understand my problem. I am expecting that each line displayed on the table component should have a hyperlink and which will redirect you to different record's based on URL.
Thanks,
Veeru