Slaesforce FAQ

how to use salesforce dashboards on tv

by Ms. Roberta Durgan DVM Published 2 years ago Updated 1 year ago
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How do I display the dashboard on my TV?

To set a dashboard into TV mode, follow these steps:On your computer, open the Screenful web app.In the top right, click Settings Menu (☰).Click Dashboards Settings (⚙) and navigate to the TV mode tab.Click SWITCH TO TV MODE to start using the TV mode.

How do I add a dashboard to my home screen 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.

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 view dashboards in Salesforce?

Click View dashboard as drop-down button next to the View dashboard as field. Select Run as logged-in user. Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page.

How do I add a dashboard to my Home page?

0:321:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. AndMoreAnd click edit. Page. And this is going to allow us to get us within the lightning app builder. And then i could grab my component from the left hand side dashboard. And drag it pop it up there. And

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 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.

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!

Who can view a dashboard in Salesforce?

Create a dashboard and let people view the dashboard as you (or anyone else who can see all opportunities). When your sales people open the dashboard, they see info about all opportunities instead of only their opportunities. (Their data access in Salesforce remains unchanged.

Who can see the dashboard in Salesforce?

Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data.

What is difference between dashboard and dynamic dashboard in Salesforce?

Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.

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