AI Agent for Building Salesforce Dashboards

The Challenge

Salesforce dashboards require underlying reports, component configuration, and layout design. Building a comprehensive dashboard involves creating multiple reports, selecting appropriate chart types, configuring filters, and arranging components, work that can take hours for a complex dashboard.

How Clientell Automates This

Clientell AI creates Salesforce dashboards from natural language descriptions. Describe the KPIs and metrics you want to track, and Clientell generates the underlying reports and dashboard components, arranged in a logical layout.

How It Works

1. 1

   Describe your dashboard requirements

   Tell Clientell what metrics and KPIs you want to track, who the audience is, and any specific visualizations you prefer.

2. 2

   AI generates reports and dashboard

   Clientell creates the underlying reports needed for each dashboard component, then assembles the dashboard with appropriate chart types and layout.

3. 3

   Review dashboard layout

   Preview the dashboard layout, component configurations, and underlying reports before deployment.

4. 4

   Deploy and share

   Save the dashboard to your org and configure sharing with the appropriate users, roles, or groups.

Frequently Asked Questions

Does Clientell create the underlying reports too?

Yes. When generating a dashboard, Clientell creates all the underlying source reports needed for each dashboard component, so you get a complete, functional dashboard.

Can I specify the dashboard layout?

Yes. You can describe your preferred layout, or let Clientell arrange components based on best practices for the type of data being displayed.

Does it support dynamic dashboards?

Clientell can configure dashboards as dynamic dashboards, which show data according to the viewing user's access level rather than a fixed running user.

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