Normally, charts refresh data once every 24 hours. But
you can change a chart to refresh each time someone opens the page
it’s on. The refresh option is under the Chart Properties dialog
box of the page layout editor. However, we recommend daily refresh
over selecting the option, because users will soon reach the refresh
limit or will wait for chart data to show until refresh is complete.
Required Editions
| Available in: Salesforce Classic and
Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
| Available in: Enhanced Folder Sharing |
| User Permissions Needed |
| To create, edit, and delete reports: |
- Enhanced Folder Sharing
- Create and Customize Reports
AND
Report Builder
|
Daily Refresh
Charts refresh data once every
24 hours. If within that time users want the latest, they can click Refresh on the chart.
Refresh When User Opens the Page
To change
a chart’s normal refresh, select Refresh each time
a user opens the page in the Chart Properties dialog box
of the page layout editor. This option triggers a chart refresh each
time someone opens the page the chart is on. Selecting the option
is not recommended for two reasons.
-
There’s a risk of reaching the chart refresh limit faster.
Refreshes count towards the hourly limit for each user and organization.
-
For reports that take longer to run, selecting this option
can make users wait to see chart data.
