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What is a wave dashboard?
The Wave dashboard designer provides a quick and easy way to create responsive dashboards for any device. You can create a dashboard either by using the predefined templates which contain empty widgets (without the steps, sections and color scheme) or by using your own layout by choosing the blank template option.
How do I add a dashboard to my app in Salesforce?
Add Dashboards to the Lightning Experience Home Page
- From Setup, enter “App Builder” in the Quick Find box, then select Lightning App Builder.
- Click New.
- Choose where to embed the dashboard.
- Click Next.
- Give your app page or home tab layout a label, then click Next.
- Choose a page template, then click Finish.
What are the types of dashboard in Salesforce?
There are four types of dashboard components in Salesforce.
- Table.
- Chart.
- Gauge.
- Metric.
When to use the wave component in Salesforce?
Use this component to add a Tableau CRM dashboard to a Lightning Experience page. A valid access token obtained by logging into Salesforce. Useful when the component is used by Lightning Out in a non Salesforce domain. The body of the component. In markup, this is everything in the body of the tag.
Where do I Find my DTC sales dashboard?
Since you’re in the Salesforce environment and you want to run the app, simply click My DTC Sales. The app opens with the first dashboard or lens on the navigation list, in this case “DTC Sales.” In the running app, you have access to all the app’s dashboards and lenses from the navigation list.
What do you need to know about the wave dashboard?
You’ve mastered row-level security in Wave. If you’re using a Table inside your Dashboard or Lens, as you start to drill down into the data you probably want to either navigate to the record or perform an action. Currently, that is not something Wave is setup to do out-of-the-box.
How to assign default dashboard on home page layout?
Idea is generally available in Lightning Experience only. Idea is generally available in Lightning Experience only. Currently it’s not possible to assign a default dashboard to appear on each Profile’s home page. This feature will be specially handy when you have to roll-out a new dashboard to a large group of users.