how to change color of dashboard in salesforce

^{Follow the steps below:}

1. Select Setup, then Users, then Permission Sets.
2. Click New. Name the Label Change Dashboard Colors . Name the API Name Change_Dashboard_Colors.
3. Select the Salesforce license. Click Save.
4. Click Manage Assignments then Add Assignments.
5. Select the System Administrator profile so that you are able to grant permission to change your dashboard colors. Click Assign and then Done.
6. Select Back to: Permission Set. Select System Permissions. Select Edit. Make sure that the Change Dashboard Colors checkbox is checked. Click Save.

Can you change the colors on your Salesforce Lightning dashboard?

Get Creative – Change the Colors on your Dashboard! Now that the Salesforce Lightning Experience is at a place where most classic features have been ported over, we can start to have some fun and really reap the rewards of the Lightning architecture.

How do I change the color of my dashboard?

You will be able to find the specific permission under “System Permissions” and its called “Change Dashboard Colors” Once done, save the permission set and then add it to your user record and anyone else you feel is worthy enough. When this is added, navigate over to a Lightning Dashboard and click the little cog to jump into the settings

What is Salesforce dashboard?

Salesforce dashboard is one of the biggest unique selling point of the product. Apart from the default dashboards that come with the service, Salesforce developers have also provided several add on th Salesforce dashboard.

How to provide individualized views of a dashboard in Salesforce Lightning?

Provide Individualized Views of a Dashboard in Salesforce Classic... Expand Dashboard Components to See a Larger Version in Lightning... Set Decimal Places for Numbers in Dashboard Charts, Tables, and...

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 change the color of my dashboard background?

0:090:49Domo Stories: Dashboard Background Colors - YouTubeYouTubeStart of suggested clipEnd of suggested clipOption you'll notice that I have this options drop down here in the page header I can come here andMoreOption you'll notice that I have this options drop down here in the page header I can come here and choose change background. And I can pick from any of domos default. Color palette but.

How do I change the dashboard in Salesforce lightning?

Edit a DashboardTo customize a dashboard, navigate to the Dashboard tab and select Edit.Drag the component type you want from the Components tab onto your dashboard.Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. To edit an existing component, click the pencil. .

How do I change the color of a bar graph in Salesforce dashboard?

To assign colours to picklist values:Log in to your Org.Go to Set up | Create | Objects.Open the Object to which the pick list field belongs.Go to the picklist field and Open it.The section which shows the values has a button Chart Colours.Select Assigned fixed colours to all values.More items...

How do I add color to my dashboard?

Edit a dashboard.To change the color theme for the entire dashboard, open the properties menu by clicking .From Dashboard Theme, choose Light or Dark.From Dashboard Palette, choose one of 14 color palettes. ... To change the color theme for an individual component, edit the component by clicking. ... Save the dashboard.

How do you use dashboard colors?

Natural colors are generally better than bright or bold colors. Reserve bright or dark colors to highlight outliers or important calls to action. Also remember that each color in a data visualization should serve a purpose. Use different dashboard colors only when you're communicating different things.

How do I change the default dashboard in Salesforce?

Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.

How do I change the view as dashboard in Salesforce?

Open the Properties menu by clicking . Under View Dashboard As, select who people view the dashboard as:Me — Dashboard readers see data in the dashboard according to your access to data. For example, if you can only see Opportunities in Canada, then dashboard readers only see data about Opportunities in Canada.

How do I edit dashboard?

Change a Dashboard's Properties Click the Dashboard Properties button. Edit the dashboard title and/or folder. Make the desired changes to your dashboard. Click OK to close the Dashboard Properties dialog box.

How do I change the color in Salesforce?

From Setup, enter Fonts and Colors in the Quick Find box, then select Fonts and Colors. ... Select the color theme you want to customize. ... Choose a portal page to customize. ... Click Edit next to the visual element you want to customize. ... Edit the visual element as desired.More items...

Can I color code reports in Salesforce?

Conditional formatting on Salesforce reports enables you to highlight cells in colors, to add extra emphasis to the key metrics.

How do I change the color of a donut chart in Salesforce?

Click into the field name and in the section at the bottom of the page just above where your picklist values are listed out, you have a button called 'Chart Colors'. Click on the button and select 'Assign fixed colors to all values'.

What is a Salesforce Dashboard?

A Salesforce dashboard is an abstraction over reports. To clarify, it needs at least a report to pull its data from. Salesforce dashboard can be also based on multiple reports too. In addition, Salesforce provides granular control over who has access to viewing specific dashboards and reports. Then, sharing is accomplished through folders.

How to create a Salesforce dashboard

So you have your plan, you know your audience, the data they need to see, and roughly how you want your dashboard to look. Now it’s time to put it all together.

Salesforce Dashboard Unique Tips

As with all things Salesforce, there are tips, tricks as well as features to take it to the next level. Here’s a quick collection of some.

The best Salesforce Dashboard list

The primary purpose of this dashboard is to motivate your sales employees by adding a competitive spirit to their day to day work. The dashboards display the current top salesman by revenue. Above all, the main focus of this dashboard is sales performance and in helping, sales managers keep close control over their teams.

Conclusion

Dashboards are incredibly flexible and powerful. They can also be incredibly time consuming and at times a bit difficult to understand exactly how to get the right source reports to provide the data you want to display. I recommend that you go into your dashboard projects with your eyes wide open.