User Focused Documentation

If you've installed DashboardTargets and are looking to document it in your org's internal Salesforce information in a user-focused way, here is what I have written in the past. Feel free to start with this and edit/add whatever would be appropriate for your organization:

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In order to create target numbers for dashboard Dynamic Gauge components we have an object called DashboardTargets. For example, if we want to have dashboard gauges to see how we are doing against a goal like "70% of high school students should have a GPA of 3.5 or greater" we would have to constantly update the dashboard when the number of enrolled students changes. But by making a dynamic dashboard gauge and pointing it at a record (like "Enrolled HS Students")

as long as that record is up to date, the gauge will show our progress toward the right goal number!

Setting up that dynamic gauge component on the dashboard takes just a moment extra compared to setting a manual target on that gauge:

DashboardTarget records store a value that will be used as the target number on a dashboard gauge and come in two types:

• Manual - A manual dashboard target is simply a number that you enter that can then be used on dashboard gauges in one or more places. It's easier to update that single record than have to edit each dashboard component each time it changes.
• Auto-Updated - These records are kept up to date automatically and their target value is filled based on a SOQL query that you enter on the record. (While a little harder to learn than building report filters, you should be able to replicate the record count of just about any report using SOQL.)

Automation: There are four flows in our org (as of this writing) that support DashboardTargets:

1. DashboardTarget_BeforeSave_Update_SOQL_Query - This is a before save record-triggered flow. Because we wanted to have the ability to have a longer SOQL WHERE clause field than 255 characters, this flow works as though the SOQL Query field were a formula. Whenever a DashboardTarget record's Object API Name or SOQL WHERE clause fields are updated it updates the SOQL Query field to keep it up to date.
2. DashboardTargets_Contact_targets - This is an autolaunched flow that gathers all auto-updated records that use the Contact object and runs their SOQL Query to fill their target. If DashboardTarget records that look at other objects than Contact are created we will want to copy this flow for each object.
3. DashboardTarget_Scheduled_Run object updates - This flow is set to run at 7am each day to refresh all automatic targets. If additional targets for objects other than Contact are created the flows developed for those (see #2) also need to be added to this flow.
4. DashboardTarget_Run object updates - This flow is like the scheduled version above but can be launched by a button on DashboardTarget pages (so you don't have to wait until the next morning.)