Steps to Embed Analytics Dashboards in Salesforce Lightning Pages
- Navigate to your home page or a record page for the object you want to edit. Go to the top cog icon and just click ‘Edit...
- The App Builder is magic! Drag the component ‘Einstein Analytics Dashboard’ and select which active dashboard you want...
How do I create a dashboard in Salesforce?
Creating a Dashboard in Salesforce. We must have some reports ready to assist in creating a dashboard. Go to all tabs under the plus icon at the Tab bar or just a quick search for dashboards to create a new. The classic experience combines reports and dashboards in Salesforce together while we have separate tabs for both in lightning.
How to create reports and dashboards in Salesforce?
Visualize Your Data with Dashboards and Charts
- Learning Objectives. Use the drag-and-drop dashboard builder. ...
- Create Dashboards. Great reports help you make decisions and take action. ...
- Drag-and-Drop Dashboard Builder. ...
- Create a Dashboard. ...
- Dashboard Filters. ...
- Dynamic Dashboards. ...
- Create Charts
- Report Charts. ...
- Embedded Charts. ...
- Resources. ...
How to create a custom tab in Salesforce Lightning?
Create a custom tab for the component. From Setup, enter Tabs in the Quick Find box, then select Tabs. Click New in the Lightning Component Tabs related list. Select the Lightning component that you want to make available to users. Enter a label to display on the tab.
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. ...
- Click the + button next to the users you want to switch.
How do I add a dashboard to my lightning page?
Go to an existing Lightning Experience page, select the wheel icon at upper right, then click Edit Page. Or, go to Lightning App Builder, click New, and follow the prompts to create a Lightning page. Then, follow these instructions to embed a dashboard in the page.
Can we add dashboard in lightning component?
The short answer to this is No. There is no way as of today that you can add a lightning component in a Dashboard.
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 add a dashboard to my homepage in Salesforce?
Add Dashboard component to the Home Page. Salesforce Classic: Go to Setup-> App setup ->customize-> Home -> Home page layout -> DE Default, Click 'Edit' and check the 'Dashboard snapshot' checkbox and click 'Save' button.
What is a dashboard in Salesforce lightning?
Salesforce dashboards present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component.
How do I create a dashboard?
To create a Dashboard:Sign in to Google Analytics.Navigate to your view.Open Reports.Click CUSTOMIZATION > Dashboards.Click Create.In the Create Dashboard dialog, select either Blank Canvas (no widgets) or Starter Dashboard (default set of widgets).More items...
How do you create dashboards and reports in Salesforce lightning?
Create a DashboardClick the Dashboards tab.Click New Dashboard... button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.
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.
How do I add a dashboard to my homepage?
0:261:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipRight so this is where everyone would start off in the sales app and then what i'm going to do isMoreRight so this is where everyone would start off in the sales app and then what i'm going to do is click the gear icon. And click edit. Page. And this is going to allow us to get us within the
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 a home tab in Salesforce lightning?
Add a tab in Salesforce Lightning ExperienceClick Setup.Enter App Manager in the 'Quick Find' search box.Click the down arrow next to the App and then click Edit.In the App Settings, click Navigation Items.Select the items you want from 'Available Items' and add them to 'Selected Items. 'Click Save.
Can users customize their Home page in Salesforce lightning?
Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.
Steps to Embed Analytics Dashboards in Salesforce Lightning Pages
Navigate to your home page or a record page for the object you want to edit. Go to the top cog icon and just click ‘Edit Page’.
Tips for Embedding Analytics
You can present a dashboard as it is let’s say in the home page, for all opportunity details across your Salesforce org. But at times you may want to have the dashboard to display data only relevant for the record you are in. As we did in our previous example there is the opportunity dashboard filtered by matching the account name.
Summary
The Einstein Analytics Product team has made it very easy to add the visualisations in core Salesforce aka to embed Einstein Analytics dashboards.
What is dynamic dashboard?
Dynamic Dashboards are also a great feature for managers that require someone to create and then special Permission to use. They allow us to change the Running User on certain Dashboards. For example: a VP of Sales can run the same Dashboard as each one of her sales reps.
Do managers consume more information in dashboards?
Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.
