Scheduled dashboard refresh
Key Takeaway
A scheduled refresh emails the unfiltered version of a dashboard, showing the data the running user is allowed to see. You can't schedule a refresh for a dynamic dashboard or subscribe to one.
A scheduled dashboard refresh updates a dashboard automatically on a schedule you set and emails the refreshed results, so nobody has to open the dashboard and click Refresh by hand. In Salesforce Classic, you set this up with Schedule Refresh. In Lightning Experience, you get the same result by subscribing to the dashboard.
How to set up a scheduled refresh
How you set up a scheduled refresh depends on the interface. In Lightning Experience, you can subscribe yourself and other users, groups, or roles.
For example, imagine a user who reviews a Sales Overview dashboard every week. The user can subscribe to the dashboard and have it refreshed and in their inbox each Monday at 8:00 AM.
In Salesforce Classic, you follow these steps:
- Select the dashboard on the Dashboards tab.
- Click Refresh, and then choose Schedule Refresh.
- Set the "Frequency" to Daily, Weekly, or Monthly.
- Enter the Start and End dates.
- Click "Find available options" and pick a "Preferred Start Time".
The notification settings in Salesforce Classic are "To me", which emails your own address, and "To others", which emails additional Salesforce users.