What principles guide effective data visualisation in Salesforce dashboards?
Suggested answer
Key principles:
1. Chart selection: Match chart type to data relationship. Bar/column charts compare categories. Line charts show trends over time. Pie/donut charts show part-to-whole (use sparingly, max 5 segments). Funnel charts show stage conversion. Scatter charts show correlation. Never use 3D charts — they distort perception.
2. F-pattern layout: Users scan dashboards in an F-pattern — most important KPIs (revenue, open pipeline, SLA compliance) belong in the top-left. Place summary metrics first, details below.
3. Colour accessibility: Never rely on colour alone to convey meaning — add labels or patterns. Use SLDS chart colour palette which is pre-tested for colour-blindness. Avoid red/green combinations without secondary indicators.
4. Minimise chartjunk: Remove unnecessary gridlines, 3D effects, and decorative elements (Tufte's data-ink ratio principle).
5. Consistent scale: Axes should start at zero for bar charts; truncated axes mislead users about magnitude differences.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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