In the Label field, name the page Home Page with Opps Dashboard and then click Next. Select the Standard Home Page template and then click Finish. Find Dashboard on the left and drag it to the template where you would like to add the dashboard.
Full Answer
How do I publish a Salesforce dashboard?
Required EditionsClick Share.Click the tab for the sharing method that you want. Post to Feed posts an image and link in Chatter. ... If applicable, click Give Access to set the level of sharing access.Click Done.
How do I share my Salesforce dashboard?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
Can you embed Salesforce dashboards?
You can embed dashboards using Experience Builder or Visualforce pages. By embedding a Analytics dashboard into a Visualforce page, you can provide an interactive presentation of your data. Users can drill in and explore the dashboard within the frame on the Visualforce page or in a new window in Analytics.
How do I make my Salesforce dashboard folder public?
To save to a public or custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. The necessary user permission.
How do I share my service now dashboard?
Navigate to Self-Service > Dashboards.Select the dashboard that you want to share from the dashboard picker on the top left.Click Sharing ( ) to open the sharing panel.Click Add groups and users ( ). ... Start typing the name in the To field.Select a user, group, or role from the list that displays.More items...•
How do I give permission to create a dashboard in Salesforce?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
How do I add a dashboard to my lightning page?
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 add a dashboard to my homepage in Salesforce lightning?
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 embed a dashboard in the lightning component?
Go to an existing Lightning Experience page, select the wheel icon at upper right, then click Edit Page. Or, go to Lightning App Builder, click New, and follow the prompts to create a Lightning page. Then, follow these instructions to embed a dashboard in the page.
Where are dashboard stored in Salesforce?
Each dashboard is stored in a dashboard folder, not in a report folder. It can be a public dashboard folder or your private folder, called My Personal Dashboards .
Who can see private dashboards in Salesforce?
The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards.
How do I create a public report folder in Salesforce?
Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. ... Choose a folder visibility option.Click Save.