Exploring Responsive dashboards

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Learn more about dashboards with a sample workflow and reviewing the benefits it can provide for different users.

    Dashboards overview

    Remarque :
    On net new Australia instances and instances migrated to Platform Analytics experience, Core UI Responsive Dashboards functionality is replaced with Platform Analytics dashboards. For more information, see Dashboards in Platform Analytics.

    The dashboard_admin role is required to create or edit Core UI Responsive Dashboards, which may still be necessary in Service Portal, for example.

    Core UI Responsive Dashboards show reports, Performance Analytics indicator widgets, interactive filters, and other Core UI components of the story of the data on your instance.

    Owners of Core UI responsive dashboards have the option to migrate these dashboards to Platform Analytics experience. For more information, see Migrate dashboards that you own.

    Important :
    Responsive dashboards cannot show Platform Analytics components such as data visualizations. For more information, see Platform Analytics experience.

    Benefits of Responsive Dashboards

    Benefit Feature Users
    View a list of dashboards and choose dashboards to see up-to-date information about your instance in the context of related data. Find a responsive dashboard There are no specific permissions required to work with dashboards. You must have permission to view at least one dashboard to see the Dashboards Overview and the dashboard picker.
    Create a dashboard to tell a story with current instance data that you can share. Create or configure a responsive dashboard
    Manage dashboards including deleting, copying, and editing user access. Manage responsive dashboards You must own a dashboard or be an admin to copy, delete, or manage permissions on it.
    Share dashboards to create a shared view of data that you can use to collaborate. You can give other users viewing rights or both viewing and editing rights. Share a responsive dashboard You must own a dashboard or be an admin to share a dashboard.