Click Bookmark. In Salesforce Classic, the bookmark icon () appears next to the post. In Lightning Experience, the corner of the post is marked with a star ().
How do I pin a dashboard in Salesforce?
Keep Favorite Report Folders in ViewIn the list of report and dashboard folders, hover over any folder, then click .Select Pin to top. Your folder moves to the top of the folders list.
How do I bookmark a report in Salesforce?
Adding to favorites When your report or dashboard is open, you can bookmark that report or dashboard by clicking on Add Favorite (star icon), and the report or dashboard will be added to your personal favorites list, as seen in the following screenshot: Now again click on the arrow next to the Report tab.
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 do I add a dashboard to a 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 save a dashboard as a favorite in Salesforce?
On the Reports or Dashboards page, find the report or dashboard you want to add as a favorite and select the Favorite row level action. Navigate to the report or dashboard folder, click. next to the New Folder button, and then select Favorite.
What are favorites in Salesforce?
A Favorite is similar to a bookmark, it allows you to quickly access important records, lists, groups, and other frequently used pages in Salesforce by making them a Favorite.
How do you add a dashboard to your Home page?
Add Dashboards to the Lightning Experience Home PageFrom 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.More items...
How do I add a dashboard to my Home page?
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.
How do I add a dashboard to my Home page in Salesforce Classic?
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.
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 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.
How do I add multiple dashboards in Salesforce?
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.
Is Lightning Experience better than bookmarks?
It’s similar to bookmarks in a web browser but it’s actually better because your favorites are stores in cloud and it’s always available, no matter which browser or computer system you use to log into salesforce Lightning Experience.
Can you rename your favorites?
You can even rename or reorder your favorites so they work best for you. every favorite shows the name, record type, and the app name [when the favorite isn’t in your current app]. When you open a favorite that’s in a different app, you switch to that app.
