We can Color Dashboard Data in Salesforce/Jungo. We can organize and curate dashboard data by choosing a light or dark theme and one of 14 color palettes. For instance, we can highlight a set of summary metrics by giving them a dark theme and setting them against a light-themed dashboard.
Create a permission set for the permission ‘Change Dashboard Colors’
To enable users to Color Dashboard Data in Salesforce/Jungo, the first step is system administrators should create a permission set to ‘Change Dashboard Colors’.
1. Go to Setup
2. In the Quick Find box, enter Permission Set.
3. Click New.
4. Enter the label ‘Change Dashboard Colors’.
5. Enter a description.
6. Choose a permission set license.
7. Click Save.
8. Under System Permissions, click Edit.
9. Select Change Dashboard Colors.
10. Click Save.
Assign Permission set to users
You will need to manually assign the permission set no matter the choice of permission set license.
To manually assign the permission set,
1. Go to Setup
2. In the Quick Find box, enter Permission Set.
3. Click the permission set of your choice.
4. Click Manage Assignments.
5. Click Add Assignments.
6. Select the user of your choice.
7. Click Assign.
8. Click Done.
To learn more about Permission sets click here Permission Sets (salesforce.com)
Color Customize the dashboard
Now that the required users have the permission to change dashboard colors, go to the dashboard to color customize it.
To change the color theme for the entire dashboard, click Edit.
It will Open the Properties menu.
When you select folder to save the dashboard, ensure that you are not selecting any private folders, since we cannot color customize dashboards in a private folder.
From Dashboard Theme, choose Light or Dark. It will determine the color of your dashboard background.
Choose one of 14 color palettes from Dashboard Palette.
Save the dashboard.
Your dashboard now features a custom color palette and theme.
You can edit the component for displaying the dashboard as per your choice and requirement. For example, the same data shown above can be displayed as a donut chart for getting a better understanding of the loan amount under different statuses. Remember that dashboards only gives the option to change color palette if a report is grouped by picklist fields. In this example, the base report of this dashboard is grouped by the ‘Status ‘ field of the Loan object, which is a picklist field.
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