How do I show the dashboard on my homepage in Salesforce?

How do I show the dashboard on my homepage in Salesforce?

Select a Default Home Page Dashboard within Salesforce Classic

1. Click Customize Page in the “Dashboard” section of the Home tab.
2. Select a dashboard to be the Home Page default.
3. Click Save.

How do I change my home dashboard in Salesforce lightning?

If your Home tab contains a dashboard snapshot, you can change the dashboard….

1. Click Customize Page in the Dashboard section of the Home tab.
2. Search for a dashboard and select a different dashboard from the drop-down list.
3. Click Refresh to refresh the data in your dashboard.

How do I display the dashboard on my home page?

Add Dashboards to the Lightning Experience Home Page

1. From Setup, enter “App Builder” in the Quick Find box, then select Lightning App Builder.
2. Click New.
3. Choose where to embed the dashboard.
4. Click Next.
5. Give your app page or home tab layout a label, then click Next.
6. Choose a page template, then click Finish.

What does the dashboard snapshot on the home page display?

How do I display my dashboard on home display? Assuming that you have the Dashboard component turned in your Home Tab page layout, the dashboard snapshot should display the last dashboard you viewed.

Can a user change the dashboard on lightning?

In reality, ONLY Admins can set the dashboard (it can’t be change by the user…unless they clone and maintain their own version of the home page.) In classic, the user can “customize page” and change the dashboard that is displayed. The remainder of the home page stays under the control of the Admin.

Is there a way to choose your lightning home page?

This is critical, because differnet users have different dashboarding needs (which may change over time), and short of maintaing 200 different versions of the home page, there is no way to accomplish this in Lightning. Hey everyone! There is a solution! 🙂 We installed Dashboard Pal to give users the ability to choose their prefered dashboard.

Can a custom link be added to a report?

Adding a custom link to an individual report component on the dashboard doesn’t meet the need. You have to know which component to expand, and where to click, and there’s no ability to display text indicating where this link icon will take you. Best available solution?

Why do you even promote Lightning in Salesforce?

Again lightning is a disappointment. Another key feature that make Salesforce great is not being left out from their latest updates. Why do you even promote lightning to be upgrade when key feature such customisable feature of dashboard is removed. Ann Allen – 4 months ago