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Clone and Edit Buttons Are Not Available for the CRM Engage Ratings Dashboard

  • Updated

Overview:

Clone and Edit buttons are not available for Engage Ratings Dashboard in CRM.

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Root Cause:

This dashboard is created in Salesforce Lightning. When a dashboard is created in Salesforce Lightning, the user does not see the Clone and Edit buttons in Salesforce Classic.

Solution:

If the user wants to edit or make a copy of this Dashboard, the user can switch the Salesforce UI to Lightning. Use the Edit or Save As button from the Dashboard.

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Related Documentation:

CRM Help Documentation: N/A

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