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Adding Views of Presentation Catalog Folders to Interactive Dashboard PagesYou can add a view of a CRM On Demand Presentation Catalog folder and its contents, such as saved requests, to a dashboard. For example, if you have a collection of saved requests that you run frequently, you can open the folder in the dashboard, navigate to a saved request, and click it to run it. Before you begin. To create and edit interactive dashboards, your role must include the Manage Dashboards privilege. To add a view of a Presentation Catalog folder to an interactive dashboard page
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Published May 2008 |