To customize a dashboard, view it and click Edit. Add a Dashboard Component in Salesforce Classic. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.
- To 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 to provide individualized views of a dashboard in Salesforce classic?
Provide Individualized Views of a Dashboard in Salesforce Classic... Add a Dashboard Component in Salesforce Classic Link a Dashboard Component to a Website or Salesforce Record Filter a Dashboard Formatting Settings for Dashboard Bar Chart Components
How to customize reports in Salesforce classic?
Customizing Reports in Salesforce Classic Present Data Effectively with Charts Campaign Reports Add a Bucket Column Build a Report in Lightning Experience Edit a Bucket Column Delete a Cross Filter Administrative Reports Chart Formatting Options Add a Chart to a Report Select Report Types with the Enhanced Report Type Selector (Beta)
How can I improve the performance of my dashboard?
Data Settings for Dashboard Metric Components Improve Dashboard Performance Dashboard Component Properties in Accessibility Mode Edit and Customize Lightning Experience Dashboard Components Data Settings for Dashboard Table Components Formatting Settings for Dashboard Table Components Report on Historical Data with Reporting Snapshots
How do I edit or delete a component in Salesforce?
The component is deleted. You can easily change where a component appears using Salesforce. Click and drag the component to the desired location on the page. The component moves to the designated position. Click the wrench icon on the component you want to edit. The Component Editor appears.
How do I edit dashboards in Salesforce?
To customize a dashboard, view it and click Edit. From the Dashboard Edit page, you can: See the running user for the dashboard in the Displaying data as field. Click Dashboard Properties to change the title, folder, running user, and more.
How do I edit my existing dashboard?
Change a Dashboard's PropertiesClick 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 access the dashboard in Salesforce Classic?
To view your application tabs, simply close the builder or click the Salesforce logo. To customize a dashboard, view it and click Edit. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.
Are dashboards available in Salesforce Classic?
A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. In Salesforce Classic, you can edit dashboards in Accessibility mode.
Where can we edit a dashboard that has device layouts?
To edit a dashboard that has device layouts, download the dashboard to Tableau Desktop and make your edits there.
How do I look at my LookML dashboard?
Click Browse and navigate to your user-defined dashboard. If your admin has enabled the Enhanced Navigation Labs feature, you can use the new enhanced left navigation panel to navigate to a dashboard. Select Get LookML from the three-dot menu and choose the Dashboard tab.
How do I create a dynamic dashboard in Salesforce Classic?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
How do I add a dashboard to my homepage in Salesforce Classic?
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 you create a custom dashboard in Salesforce?
0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.
How do I add components to my dashboard?
List of Standard ChartsClick the Dashboards tab.In the Dashboards Home page click Add Component.In the. Add Component page, do the following: ... Click Next.In the Add Component page, select the type of chart from the Select Chart Type list box. ... Click Finish.
How do I create a report in Salesforce Classic?
StepsNavigate to the Reports tab.Click New Report.Choose a Reports Type. The report type you choose determines which records are returned and which fields are available in your report.Select Create.
What is the difference between dashboards and reports?
Reports tend to be broader and feature historic data. Because they must be delivered periodically, they represent a snapshot of a specific area or organization rather than its real-time situation. Dashboards, on the other hand, are built to visualize and organize data in real-time.