How Salesforce Lightning dashboard holds multiple components?
Below is the screen shot of a dashboard which holds multiple components. Let’s have a look at it: The most important thing of the salesforce lightning dashboard is the grid area, which helps to place the components by enlarging or narrowing their sizes. The flexible layout is the key point which supports multiple columns with automatic adjustment.
What is enter the dashboard in Salesforce?
Enter the Dashboard: your utility for summarizing and displaying your Salesforce data in a graphical layout. Salesforce dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout.
What is a drag-and-drop dashboard builder in Salesforce?
The drag-and-drop dashboard builder is an intuitive interface for building dashboards from source reports you’ve created in Salesforce. Salesforce Dashboards are a nifty way to visualize reports.
How do I customize my dashboard in Salesforce lightning?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.
How do I add lightning components to my dashboard?
Add Lightning Web Components to the DashboardDrop a component widget ( ) onto a dashboard.Select the Lightning Components tab.Select the Lightning Web Component that you want from the list of components. If no custom Lightning Web Components are available, the list is empty.Click Done.
How do I create a custom dashboard in Salesforce?
Create a DashboardClick the Dashboards tab.Click New Dashboard.Name your dashboard All Opportunities . Leave all other fields as is and click Create.Click + Component.For Report, select Opportunities by Stage. Click Select. ... For Display As, select Vertical Bar Chart and click Add.Click Save.Click Done.More items...
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.
What are the dashboard components in Salesforce?
There are 5 types of components in Salesforce Dashboard :Charts: Used for showing comparisons. ... Table: Tables are used for showing lists. ... Gauge. Gauge is used to show progress towards a goal.Metric. ... Visualforce. ... Folders: ... Running User:
How do I embed Einstein analytics dashboard in lightning experience?
Navigate to your home page or a record page for the object you want to edit. Go to the top cog icon and just click 'Edit Page'. The App Builder is magic! Drag the component 'Einstein Analytics Dashboard' and select which active dashboard you want to display…it couldn't be easier!
How do I clone a dashboard in Salesforce lightning?
Clone a DashboardOpen the dashboard you want to clone.Click Clone. Salesforce creates a copy of the dashboard.Click Save.Enter a descriptive name for the new dashboard.Click Save or Save & Run.
How do you add a chart to a source report in Salesforce lightning?
In Salesforce Classic, add or edit a chart from the report builder.Click Add Chart in report builder. For existing charts, click Edit Chart.Select a chart type.Enter the appropriate settings on the Chart Data tab for the chart type you selected.Enter the appropriate settings on the Formatting tab.Click OK.
What is a dynamic dashboard in Salesforce?
Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.
How do I add components to a dashboard in Salesforce?
On the dashboard where you want to add a component, click 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. ... Click.More items...
What are dashboard components?
Dashboard componentsNumberDashboard Element Name1Reports Tab2Dashboard Navigation Menu3Dashboard Navigation Menu Item4Dashboard Tab4 more rows
How do I update my Salesforce dashboard?
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.
What is Salesforce dashboard?
Salesforce Dashboards are a nifty way to visualize reports. It’s a Salesforce Lightning component with which you can view your existing reports, side-by-side, in the form of a variety of charts, tables, metrics and graphs.
Can you edit a Salesforce dashboard in Lightning?
After saving a dashboard in Salesforce Lightning Experience, users can’t edit it in Salesforce Classic. Instead of editing a Salesforce Classic dashboard in Lightning Experience, consider cloning the dashboard and editing the clone.