- From the App Launcher ( ), find and select the Sales app.
- In Sales, click the Setup icon at the upper right, and then click Edit Page.
- In Lightning App Builder, drag Tableau CRM Dashboard component from the list on the left to the lower part of the Quarterly Performance component. ...
- In the properties menu on the right, use the Dashboard dropdown list to select the DTC Sales dashboard.The DTC Sales dashboard appears, but only part of it.
- In the properties list, change Height to 750. If your browser window is narrow, some of the dashboard labels might be scrunched horizontally. ...
How to create a dashboard in Salesforce?
- Select the reports tab.
- Select New Dashboard.
- We have to drag & drop the pie chart from the component tab.
- Select the data sources tab.
- Select the sales from the sales report and include them in the pie chart component.
- In a moment, the chart will be generated. ...
- If you want, you can type the title and footer.
- Select ok
How many components can a Salesforce dashboard have?
How many components can a Salesforce Dashboard have? Options are: 10; 20; 50; 100
How to customize Salesforce dashboards?
- ‘Display Units’ can be changed to display as a shortened number, full number, hundreds, thousands etc.
- You can check the ‘Show Values’ and ‘Show Percentages’ to display these also.
- You can amend the ‘Measure filter’ to display as a record count a different value.
What are the components of a successful dashboard?
Key Components of Effective Dashboards for Associations
- Strive for simplicity and focus. Only include visualizations that enable critical information to jump out to the user, who can then understand and act on it immediately.
- Be clear. ...
- Know your audience. ...
- Design dashboards to be interactive. ...
- Location. ...
- Provide detail. ...
- Power to the people. ...
How do I add a dashboard to my Home page?
0:321:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. AndMoreAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. And then i could grab my component from the left hand side dashboard. And drag it pop it up there. And
How do I add components to a dashboard in Salesforce?
On the dashboard where you want to add a component, click Edit. ... Drag the component type you want from the Components tab onto your dashboard. ... Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. ... Click.More items...
How do I add a dashboard tab in Salesforce?
Access Dashboards Instantly as Navigation ItemsTo turn your dashboard into a navigation item, create a Lightning web tab, add your dashboard URL, and then add the tab to your users' navigation.From Setup, in the Quick Find box, enter Tabs , then select Tabs. ... Add your dashboard URL to the web tab.More items...
How do I customize the Home page in Salesforce lightning?
Customize the Home PageFrom 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 add components to my dashboard?
List of Standard ChartsClick the Dashboards tab.In the Dashboards Home page click Add Component.In the. Add Component page, do the following: ... Click Next.In the Add Component page, select the type of chart from the Select Chart Type list box. ... Click Finish.
How do I customize my Salesforce homepage?
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. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.
How do I add a dashboard to my navigation bar in Salesforce?
If you're viewing a page, such as a list or dashboard, and want to add it to the navigation bar, select Open in New Tab in the current tab's dropdown menu to create a temporary tab. To permanently add the tab to the navigation bar, select Add to Nav Bar from the temporary tab's dropdown menu.
Where is the dashboard tab?
0:144:20Dashboard Tab - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst go to the monitoring tab. And then select the dashboard sub tab keep in mind that you have twoMoreFirst go to the monitoring tab. And then select the dashboard sub tab keep in mind that you have two options on the monitoring tab. Now list and dashboard.
What is a Salesforce dashboard component?
Dashboard components include different types of charts, tables, metrics, and gauges. You can customize the grouping, summary, and display of data for each of them. The Salesforce Dashboard Builder is an intuitive interface that allows you to generate dashboards from standard or custom reports created in Salesforce.
How do I add lightning components to my Home page?
Navigate to Setup > Platform Tools > User Interface > Lightning App Builder. On the Lightning Pages section, click New. Select App Page, Home page, or Record page, where you want to add the component. In the Label field, enter the name of the lightning page and click Next.
What should I put on my Salesforce Home page?
You can customize the Salesforce Home tab to include components such as sidebar links, a company logo, a dashboard snapshot, or custom components that you create. A dashboard snapshot is a clipping of the top row of a dashboard's components.
How many dashboards can be displayed in the Home page at once?
3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.