We had a requirement from one of our client, they want us to show the Live Dashboards/Reports on Salesforce Objects in Salesforce using Standard functionality. We suggested a workaround using Klipfolio as Salesforce Dashboards are not live and reports used in these charts are scheduled to refresh after a certain interval of time. The minimum interval for reports refresh in Salesforce is once in a day https://help.salesforce.com/articleView?id=dashboards_schedule_refresh.htm&type=5.
Klipfolio allows SOQL datasource minimum refresh time after every 1 minute. Hence Dashboards in the Klipfolio are almost live i.e. as the datasource refreshes, the changes are reflected on the dashboard.
Salesforce is an American cloud computing company and it is the most innovative company in the world. It is #1 CRM platform that users can access entirely over the Internet.
Klipfolio is a BI tool which offers an online dashboard platform for building real-time business dashboards. Klipfolio uses a schema-less architecture that allows non-technical end users to more easily connect to data sources, and separates data from presentation to more efficiently use.
Users can visualize Klipfolio Charts on Salesforce data source on Salesforce Tab without switching back to Klipfolio. We made Charts in Klipfolio on Salesforce Datasource and then embedded these Klipfolio Charts in Salesforce Tab. Klipfolio Dashboards are live and data changes are reflected on the dashboard within a minute in a Salesforce Instance.
So we have a Tab in Salesforce which shows the Klipfolio Dashboard.
Summary:
When dashboards refresh frequently and pull live data from multiple sources, maintaining optimal performance becomes important. Proper data modeling, efficient formulas, and well-structured data sources help ensure dashboards load quickly and deliver real-time insights effectively. Following performance best practices can significantly improve dashboard responsiveness and user experience.
Klipfolio provides powerful capabilities for building real-time dashboards, integrating multiple data sources, and visualizing business metrics directly within platforms such as Salesforce. Organizations can use Klipfolio to create dynamic dashboards that update frequently and provide actionable insights to teams. To explore more tutorials, integration guides, and dashboard implementation strategies, visit our Klipfolio page.
For any query on Visualise Live Dashboards In Salesforce Instance, contact support@astreait.com