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!
- Click Customize Page in the "Dashboard" section of the Home tab.
- Select a dashboard to be the Home Page default.
- Click Save.
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 specific user in Salesforce?
Choose a Running User in Salesforce ClassicEdit a dashboard.Click. ... Choose a running user setting. ... Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ... Click OK.In the View dashboard as field, enter a running user.More items...
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 assign a Home page to a user in Salesforce?
Assign Home Tab Page Layouts to ProfilesFrom Setup, enter Home Page Layouts in the Quick Find box, then select Home Page Layouts.Click Page Layout Assignment.Click Edit Assignment.Choose the appropriate page layout for each profile. ... Click Save.
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 give someone access to my Salesforce dashboard?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
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 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 you customize your homepage?
Choose your homepageOn your computer, open Chrome.At the top right, click More. Settings.Under "Appearance," turn on Show Home button.Below "Show Home button," choose to use the New Tab page or a custom page.
How do I assign a lightning home page to my profile?
Lightning App Builder—From Setup, enter Lightning App Builder in the Quick Find box, then select Lightning App Builder. After you save a page, click Activate from the Page Saved dialog, or click Activation and select Assign this Home page to specific profiles. next to a profile and select Change Assignment.
How do I find the assignment of my home page in Salesforce?
If you go to Setup and search for "Home" in the quick find box, you should be able to see all of your Lightning Home Pages and the assignments by profile.
How do I create a home page component in Salesforce?
Create Custom Home Page ComponentsFrom Setup, click Customize -> Home -> Home Page Components.Click New.Enter a name for the component.Choose the type of component.Click Next. a. For links- ... Click Save.After creating the home page component, you need to add it to a home page layout.