Save Dashboard Views on Your Android Devices

The new Save View functionality enables you to save dashboard views on your Android devices, such as a daily performance snapshot. Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily switch between other saved views associated with the dashboard.

Where: This change applies to CRM Analytics for Android. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

When: Save View is available the week of February 12, 2024.

How: CRM Analytics is available for devices running Android 5 or later. For the latest enhancements, download CRM Analytics from Google Play™.

Open a CRM Analytics dashboard on your mobile device. Create a dashboard view, such as applying filters or selecting a chart metric.

Tap Save then tap the Save View tab. Tap Use as default view for the view to automatically open with a dashboard. Type in a name for the view and tap Save View.

Save Dashboard Views on Your Android Devices (salesforce.com)