how to assign dashboard to home page in salesforce

1. Click Customize Page in the "Dashboard" section of the Home tab.
2. Select a dashboard to be the Home Page default.
3. Click Save.

Full Answer

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 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 add a component to the dashboard?

To add a component to the dashboard, press + Component. Choose a source report for the component, then press Select. You can choose a Chart Report and customise how the component displays data, then press Add.

How do I create a support home page?

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 add a dashboard to my Home page in Salesforce lightning?

0:231:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhat i'm going to do is i'm going to click the home tab. Right so this is where everyone would startMoreWhat i'm going to do is i'm going to click the home tab. Right 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.

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 set my Home page in Salesforce?

While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. To restore the standard Home page, select System Default.

How many dashboards can be displayed in the Home page at once Salesforce?

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.

How do I display the dashboard on my Home page?

1. Click Customize Page in the "Dashboard" section of the Home tab. 2. Select a dashboard to be the Home Page default.

How do you customize your Home page?

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 customize my dashboard in Salesforce?

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.

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.

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.

How do I show multiple dashboards on my homepage?

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 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.

What is difference between dashboard and dynamic dashboard in Salesforce?

Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.

Why do you need a dashboard in Salesforce?

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.

Can you keep adding components to dashboard?

You can keep on adding components to the dashboard and they will display as per the below screenshot.