- Click Customize Page in the "Dashboard" section of the Home tab.
- Select a dashboard to be the Home Page default.
- Click Save.
- Click Customize Page in the "Dashboard" section of the Home tab.
- Select a dashboard to be the Home Page default.
- Click Save.
How to view a dashboard as a specific user in Salesforce?
Static and Dynamic Dashboard in Salesforce-Running User Concept While we share the dashboard, we can choose to enable different viewing options. Static Dashboards can be viewed with owner view or we can enable a dynamic dashboard to view as a specific user. Go to Edit a dashboard.
How do I stop location-based automated verifications in Salesforce?
Stop Location-Based Automated Verifications in Salesforce... Update Your Token in Connect Offline, Connect for Office, and Data... If your Home tab contains a dashboard snapshot, you can change the dashboard. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
How to edit a dashboard?
Go to Edit a dashboard. Click on down arrow button next to the View dashboard and select between static and dynamic as : Run as the specified user: In this view all users are able to see the same data regardless of their personal security authorization. Example: CEO of a company prepares an employee benefits plan.
What are the report limits in dashboard in Salesforce?
Limits in Dashboards in Salesforce Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
How do I pin a dashboard to my Home page 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 specify dashboard settings in Salesforce report?
I am following these instructions:Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. ... Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. ... Click OK.
How do I add a dashboard to my Home page in Salesforce lightning?
The collapsed version links back to the full dashboard.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Give your app page or home tab layout a label. ... Choose a layout. ... Drag and drop the Dashboard standard component into place.More items...
How do I change the default Home page in Salesforce?
While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page. To restore the standard Home page, select System Default.
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.
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 many dashboards can be displayed in the Home page at once?
3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.
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.
How do I customize my Salesforce lightning Home page?
Customize the Home PageFrom Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.Click New.Select Home Page, then Next.Assign the label Support Home Page , then click Next.Click the Standard Home Page template.Click Finish.
What is dashboard in Salesforce?
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are essentially the analytical highlights of Salesforce.
How many components can you see on Salesforce dashboard?
As of now, we can show up to 20 components on a dashboard in Salesforce. This might be extending in the future with various versions flowing in.
How to change between static and dynamic dashboard?
Go to Edit a dashboard. Click on down arrow button next to the View dashboard and select between static and dynamic as :
What is dashboard in business?
A dashboard is a pictorial representation of data, generated by reports, and visual force pages. It helps the user identify trends, and analyze the impact of activities on business to expedite well-informed decisions. The visual representation of data is quick and easy to understand the changing business conditions.
What is visual representation in Salesforce?
The visual representation of data is quick and easy to understand the changing business conditions. We can drive real-time data from various reports using charts as components for quicker stat analysis in Salesforce.
Can tabular reports be displayed in dashboard?
The dashboard setting option is available next to the report setting for tabular reports limited by row. Tabular reports can’t be displayed in Dashboards by default, but it can when delimited by rows.
Can a user view only their own authorized data?
Run as a logged-in user: Every user can view only their own authorized data.
How to pin a list in Salesforce?
To “Pin” a list view, Salesforce users simply need to navigate to their object of choice, where they will be presented with the pin icon next to the list view.
Can you add a default view to Salesforce?
Default list views can also be easily added to your Salesforce Lightning experience navigation bar. This can be useful if you want to add multiple default list views per object.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
Introduction
You have now assigned users to their correct roles. The meeting moves on to data access review, and you discuss what individual records users should be able to view and edit in each object they have access to on their profile. You have established a baseline level of access so that users have the correct level of access to the records they need.
