You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Defaulting the dashboard filter

in Sales 1 comment

Summary:

We have a dashboard which includes prompt as well, which is built based on custom subject areas with lead , opportunity , activity and custom object data.

we deployed this dashboard in the lead detail page level , Now in the Dashboard filters we have Lead Number so when we open the lead the lead number should default to the current open record

Content (please ensure you mask any confidential information):

How can we achieve this , from the prompt filters tried with SQL but not worked , any suggestion/way please on this query.

Version (include the version you are using, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!