To customise a Lightning dashboard You can edit an existing dashboard by clicking the pencil icon on the component or add a new component by clicking + Component. Image source: salesforce.com ‘Display Units’ can be changed to display as a shortened number, full number, hundreds, thousands etc.
Can you change the colors on your Salesforce Lightning dashboard?
Get Creative – Change the Colors on your Dashboard! Now that the Salesforce Lightning Experience is at a place where most classic features have been ported over, we can start to have some fun and really reap the rewards of the Lightning architecture.
What is the point of setting up Salesforce dashboards?
The point of setting up Salesforce dashboards a certain way is to deliver information to your users in the ways that work best for them. This makes reporting easier, and much more user-friendly. Dashboards provide you with a graphical view of the Salesforce data in reports.
How do I change the size of a lightning dashboard?
Navigating to the Properties menu by clicking the gear icon. Under Dashboard Grid Size, choose 12 columns or 9 columns. Click Save. In the lightning dashboards, each component has a series of properties that help you customise it until it shows exactly the data that you want.
What's new in Salesforce for data visualization?
Salesforce has upped the ante when it comes to data visualization. Now, you can customize the color of your dashboards with 14 color palettes to choose from. You can also highlight your data with the light theme or dark theme to curate it effectively.
How do I customize my dashboard in Salesforce lightning?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
How do I change the color scheme of a dashboard in Salesforce?
Edit a dashboard.To change the color theme for the entire dashboard, open the properties menu by clicking .From Dashboard Theme, choose Light or Dark.From Dashboard Palette, choose one of 14 color palettes. ... To change the color theme for an individual component, edit the component by clicking. ... Save the dashboard.
How do I change my dashboard in Salesforce?
0:171:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipShow up on everybody's. Screen whenever they log into salesforce. So if you wanted to do somethingMoreShow up on everybody's. Screen whenever they log into salesforce. So if you wanted to do something like that. What i'm going to do is i'm going to click the home tab. Right so this is where everyone
How do I change the color of my dashboard?
2:3129:29How To Change The Colour Of A Dashboard - Leather RepairsYouTubeStart of suggested clipEnd of suggested clipSimply spray on you can spray onto the vinyl because you're not going to damage it or spray onto theMoreSimply spray on you can spray onto the vinyl because you're not going to damage it or spray onto the cloth. And just wipe over the surface.
Can I change the color scheme of Salesforce?
From Setup, enter Fonts and Colors in the Quick Find box, then select Fonts and Colors. Salesforce offers predefined themes that you can customize. Click Preview to view any theme. Select the color theme you want to customize.
Can you change the theme on Salesforce?
Click the down arrow option next to the theme title. Select Edit. Change the theme name and background color for the theme. If the theme has been duplicated, does not have a lock icon, or is a custom theme, click Delete to delete the theme.
How do I edit my existing dashboard?
Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.
How do you create a custom dashboard in Salesforce?
0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.
What is dynamic dashboard in Salesforce?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
Can you change dashboard lights?
Tilt the cluster forward and disconnect the electrical connectors (Photo 2). Remove the cluster, turn it over and locate the bulb sockets. Remove the old bulbs and insert the new ones (Photo 3). Handle them with a clean rag or gloves to keep skin oils off the glass.
How do I install LED lights on my dashboard?
3:158:46D.I.Y. - How to Install LED Dash Upgrade | Updated - YouTubeYouTubeStart of suggested clipEnd of suggested clipPull out the light there so to the side in case you want to reuse it later. But with the old onesMorePull out the light there so to the side in case you want to reuse it later. But with the old ones you don't really need to loop shoot. So once you get that out you want to grab your new LED.
Can a dashboard be painted?
But if you're willing to put in a decent amount of time and effort, you can custom paint your vehicle's dashboard at home. Whether you're looking to improve the aesthetic of your car's interior, or you want to repair some scratches in the dash, custom painting the dashboard can be a great project.
What is a Salesforce dashboard exactly?
Dashboards are a highly visual, customizable, aggregate view of reports that are meaningful to a given user’s role.
Who needs dashboards?
Virtually every role within your organization can benefit from some sort of dashboard.
Where to begin when building a dashboard
Knowing where to start, especially when building your first dashboard, can be a challenge. It’s helpful to have a clear understanding of what you’re trying to accomplish with your dashboard.
How to create a dashboard
So you have your plan, you know your audience, the data they need to see, and roughly how you want your dashboard to look. Now it’s time to put it all together!
Dashboard Pro Tips
As with all things Salesforce, there are tips, tricks, and features to take it to the next level. Here’s a quick collection of some.
A Final Thought
Dashboards are incredibly flexible and powerful. They can also be incredibly time consuming and at times a bit difficult to understand exactly how to get the right source reports to provide the data you want to display. I recommend that you go into your dashboard projects with your eyes wide open.