Click on the Home tab and go to Dashboard section. Click on "Customize Page" link on the right side. Choose your Dashboard in the "Customize Home Page" screen. Finally, you can assign the homepage to the respective profiles. Thanks for contributing an answer to Salesforce Stack Exchange!
- From Setup, enter "App Builder" in the Quick Find box, then select Lightning App Builder.
- Click New.
- Choose where to embed the dashboard. ...
- Click Next.
- Give your app page or home tab layout a label, then click Next.
- Choose a page template, then click Finish.
How do I create a support page in Salesforce Lightning app?
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. Display the five most recent cases.
How do I stop location-based automated verifications in Salesforce?
Stop Location-Based Automated Verifications in Salesforce... Update Your Token in Connect Offline, Connect for Office, and Data... If your Home tab contains a dashboard snapshot, you can change the dashboard. 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 dashboard in the Home tab?
If your Home tab contains a dashboard snapshot, you can change the dashboard. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard. Was this information helpful? Let us know so we can improve!
How do I refresh the data in my dashboard?
Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard. Was this information helpful? Let us know so we can improve!
How do I assign a dashboard to a user in Salesforce lightning?
Drag and drop the Dashboard standard component into place. From the Dashboard dropdown list, choose a dashboard to embed. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. Click Save.
Can Salesforce users customize their Home page?
It is possible for System Administrators to create custom Home Page Layouts, and assign the layouts to users based on their user profile.
How do I show multiple Dashboards on my Home page?
At this time, customers are only able to put up to three dashboards components on their Homepage at a time. As a workaround customers can customize their Homepage by selecting a different dashboards to display on their Homepage via the following click path: Name > Setup > My Personal Information > Change My Display.
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.
How do I pin a dashboard to my homepage in Salesforce?
0:171:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd drag it pop it up there. And then on the right hand side you're going to choose which dashboardMoreAnd drag it pop it up there. And then on the right hand side you're going to choose which dashboard you want to place on this page on your startup.
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.
Can you have multiple dashboards in Salesforce?
Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like sales performance, customer support, etc. Thanks.
How do I add a dashboard to my lightning page?
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'. The App Builder is magic! Drag the component 'Einstein Analytics Dashboard' and select which active dashboard you want to display…it couldn't be easier!
How do I customize my Salesforce dashboard?
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 customize my Salesforce home page?
0:2614:23Customize Salesforce Lightning Home page - YouTubeYouTubeStart of suggested clipEnd of suggested clipBefore you've configured your homepage. You will probably see a standard homepage that looks aMoreBefore you've configured your homepage. You will probably see a standard homepage that looks a little bit like this in order to customize this page click the setup menu. And select edit page. This
How do I create a custom homepage in Salesforce?
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.
What is the difference between app page and home page in Salesforce?
The Home Page is kind of like the standard Salesforce Home page for all Apps, except it doesn't actually have to be included in all Apps, (so the definition is blurry). An App Page is just a single, static page, (lacking a record detail) that you can customize and put anywhere.