Enable feed tracking for dashboards. Enable post to user or chatter group. If you have enable both option above, go back to your dashboard and make sure the page is refresh.
Screenshot below taken when step (2) has not enabled, notice you will see 1 option only. This screenshot after enable step (2), notice it has option to post snapshot. Mention people and groups, use rich textformating, and scroll down to see past posts to the dashboardfeed.
In lightning experience, you always post to the dashboard feed. To show it in a dashboard, click post snapshot todashboard feed. To show it to a user or group, click postsnapshot to user or group feed.
Write a comment in the text box. In lightning experience, you always post to the dashboard feed. Write a comment in the text box.
In salesforce classic, click ok. In lightning experience, click share. If you’re posting a filtered component, consider mentioning in your post that the component is filtered.
The snapshot and comment immediately post to chatter. To post a dashboard snapshot to chatter, follow these steps: To do this, navigate to name | setup | app setup | customize | chatter | feed tracking.
Click on the dashboard object, select the enable feed tracking checkbox to enable it, and select all the four. A snapshot is a static image of a dashboard component at a specific point in time posted to a chatter feed. Post a component snapshot to its dashboard feed to share information wi
A snapshot is a static image of a dashboard component at a specific point in time posted to a chatter feed. Post a component snapshot to its dashboard feed to share information with everyone following the dashboard. For example, post a snapshot of a regional sales chart to let your team know that sales are down in the midwest.
The dashboard snapshot post to chatter was not found. Dashboard snapshot post to chatter issue. After following all actions defined in share, schedule, and subscribe to reports and dashboards task on trailhead to create and share a dashboard snapshot, i am able to see the post with the dashboard snapshot in chatter.
However, when i click check challenge i get the following message; In salesforce classic, choose where you want your snapshot to appear. To show it in a dashboard, click post snapshot to dashboard feed.
To show it to a user or group, click post snapshot to user or group feed. Click on dashboard tab, and select the dashboard you want to share. Hover over a component and expand the chart, as shown in the following screenshot:
Click on share component, as shown in the following image. Salesforce will auto upload the dashboard snapshot in chatter post. Now add user or group name, then write a comment.
Sharing a dashboard snapshot to chatter feed. If you remember, in chapter 11, advanced tips and tricks for reports and dashboards, we explained the ability to post dashboard snapshots to the dashboard feed or user/group feed from salesforce in web browsers. you can do the same from the salesforce1 app. You can post the dashboard snapshot to your feed, and mention.
In this case, you can't grant folder access or use a scheduled dashboard for a future run with chatter free users. However, using a dashboard snapshot of the chatter feature, you can share a static snapshot of the dashboard with chatter free users. To post a dashboard snapshot to chatter, follow these steps:
Learn how to post a dashboard chart to chatter in salesforce
