Contents
How do I pin a dashboard to my homepage in Salesforce?
Select a Default Home Page Dashboard within Salesforce Classic
- Click Customize Page in the “Dashboard” section of the Home tab.
- Select a dashboard to be the Home Page default.
- Click Save.
How do I customize my home screen 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.
Can dashboards be added to a lightning app builder page?
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. To embed a dashboard on the Home tab, select Home Page.
What do you need to know about dashboard builder?
The Dashboard builder lets you add dashboard pages to a dashboard and edit the pages in a dashboard. You can add objects to and control the layout of dashboard pages. Pages contain the columns and sections that hold the content of a dashboard. Every dashboard has at least one page, which can be empty.
How to add content to a Dashboard page?
Add content to a dashboard page — Add content to dashboard pages to display items such as views and prompts. Add prompts to dashboard pages — Add prompts to dashboard pages to drive the content on the pages. Add pages to a dashboard — Optionally add one or more pages to the dashboard to display the data in various ways.
How to assign default dashboard on home page layout?
On home pages in Lightning, you are able to add separate Report Charts, instead of a complete Dashboard, giving more flexibility. You Asked for It! It is now possible to create different Home Pages, and assign them to different Profiles.
How to create a Dashboard page in Oracle?
Create a dashboard — Create a dashboard to display data from analysis. Add content to a dashboard page — Add content to dashboard pages to display items such as views and prompts. Add prompts to dashboard pages — Add prompts to dashboard pages to drive the content on the pages.