How do I change the homepage in Salesforce?
Customize the Home Page
- From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.
- Click New.
- Select Home Page, then Next.
- Assign the label Support Home Page , then click Next.
- Click the Standard Home Page template.
- Click Finish.
How do I change the Home page layout in Salesforce?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you’d like to model the new one from. Give the new layout a name.
How do I assign a Home page in Salesforce?
Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.
How do I upload a screenshot to dashboard feed?
To do this, navigate to Name | Setup | App Setup | Customize | Chatter | Feed Tracking. Click on the Dashboard object, select the Enable Feed Tracking checkbox to enable it, and select all the four fields, as shown in the following screenshot: Click on Save. Now, we have to enable Dashboard Component Snapshots.
What do you need to know about dashboard in Salesforce?
Salesforce dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in a variety of chart types, and you can customize how data is grouped, summarized, and displayed for each component.
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.
When to use Visualforce to create custom dashboards?
Use a Visualforce page when you want to create a custom component or show information not available in another component type. Finally, when selecting a report for use in a dashboard component, all report formats may be used, however, Tabular reports must be limited by row to be used in a dashboard. Let’s walk through creating a dashboard.
How to sort data by order in Salesforce dashboard?
Click on the wrench icon in the upper right corner of the dashboard component. Select Sort Rows By and choose Label Descending. This will place the values on the component in alphabetical order. Select Legend Position and choose On Chart.