A dashboard designer at Cloud Kicks creates a dashboard in CRM Analytics. The designer notices fields display on the dashboard with their API labels…

For the scenario at Cloud Kicks where fields display with their API labels and the fields in a values

table seem to change order randomly, the correct approach is to modify these settings in the dataset

explorer within CRM Analytics. This allows for a more intuitive display and control over how data is

presented in dashboards.

Here’s how these adjustments help:

Modifying Field Labels: Changing the field labels from their API names to more user-friendly names

enhances readability and user experience. This can be done directly in the dataset explorer, which

affects how fields appear across all dashboards utilizing that dataset.

Controlling Field Order: The order of fields in a values table can seem random if not explicitly set. By

using the dataset explorer, a designer can specify the order in which fields appear, which then

reflects consistently in the dashboard’s values table.

This functionality is part of CRM Analytics' aim to provide flexible and customizable data visualization

tools. Training on these features is available through various Salesforce Trailhead modules that

discuss dashboard and dataset customization techniques, providing practical insights and guided

tutorials to enhance dashboard design and user interaction.

Both these explanations are consistent with best practices as outlined in Salesforce’s CRM Analytics

documentation and the Trailhead educational content, ensuring that users are well-equipped to

leverage the full capabilities of CRM Analytics for effective data management and presentation.