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 edit my dashboard in Salesforce? Change a Dashboard’s Properties
Click 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 you display dashboard in custom lightning component? To create a custom dashboard:
Navigate to the Dashboards tab and select the New Dashboard button.
Give the Dashboard a name, choose a folder, and select Create.
Select the + Component button at the top of the screen.
Choose a report and select Select.
Select a chart type and configure its settings.
How do I create a dynamic dashboard? Open the dashboard you need to configure and click on the button with the gear icon to open the Properties window. In the View Dashboard as settings, select the option “The dashboard viewer”, which refers to the logged-in user.
How Do I Customize My Dashboard In Salesforce Lightning? – Related Questions
How do I edit my dashboard?
Open solution explorer, and then select Components > Dashboards. Open (double-click) a dashboard, select one of the component areas, and then select Edit Component. In the Set Properties dialog box, make your changes.
How do you use a dashboard in lightning component?
So let’s take a simple report of Leads:
Click on the Reports tab and click on ‘New Report’ button.
The report is now created.
Give a name, description and select the folder where the dashboards need to be saved.
Click on create button and it will open the layout where we need to add the dashboard components.
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Can we add lightning component in report?
Creating a Lightning Component to Render a Summary Report
How do I add a report to a lightning page?
Click the Tabs (1) component, then the Add Tab (2) button. Select “Report” (3) for the Tab Label. Click the Report tab, then drag the Report Chart component from the list of Lightning Components onto the page.
What should be included in Salesforce dashboard?
12 Recommended Salesforce Dashboard Charts
Closed Won Opportunities by Month.
Pipeline Deals by Close Date and Opportunity Stage.
Traditional Funnel Chart.
Top 10 Pipeline Customers and Prospects.
Long-term Pipeline Trend.
Open Opportunities by Created Date.
Pipeline Quality Metrics.
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What is lightning dashboard?
Enter the dashboard, unmatched in its ability to summarize and display Salesforce data in a graphical layout. Dashboard components come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component.
Can you clone a dashboard in Salesforce lightning?
Clone a Dashboard
How do you create a dashboard?
Here’s a step-by-step Excel dashboard tutorial:
How to Bring Data into Excel. Before creating dashboards in Excel, you need to import the data into Excel.
Set Up Your Excel Dashboard File.
Create a Table with Raw Data.
Analyze the Data.
Build the Dashboard.
Customize with Macros, Color, and More.
What is a dynamic dashboard?
A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
Can I create dynamic dashboard in Excel?
If you have data in Excel that you want to use to create a dashboard, there are a couple of things you’ll want to do first to make sure everything goes well. 1. Setup a named range for your data, ideally a dynamic one. This will make it easier to link everything to your data quickly and easily.
What is a CRM dashboard?
A CRM dashboard gives your employees a snapshot of the metrics that matter most. A CRM dashboard provides a broad overview of sales activity and KPIs. A CRM dashboard typically includes new leads and deals, sales pipelines, KPIs, and recent and upcoming activities.
Who can edit a dashboard in Salesforce?
Users can edit some dashboard details and save the changes as the current running user of the dashboard. They will be restricted to which details they can modify if they are not the running user of the dashboard. To ensure complete access, the profile permission View All Data must also be granted.
How do I change the view in Salesforce dashboard?
Selecting a Dashboard Running User
Edit a dashboard.
Click the button next to the View dashboard as field.
Choose a running user setting.
Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page.
Click OK.
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How do I change the dashboard name in Salesforce?
On the Reports or Dashboards page, find the report or dashboard you want to rename and select the Rename row level action. ( If you have customized columns on the page, you might have to scroll to the right to see the row-level action arrow .)
Enter the new name.
Click Save.
How do I create a dashboard in Salesforce Classic?
This topic is about creating dashboards from reports in Salesforce Classic.
Click Clone, modify the dashboard settings, and save.
Create the custom reports containing the data you want to display.
Click the Dashboards tab.
Click Go To Dashboard List.
Click New Dashboard.
Customize your dashboard and click Save.
How many components can a Salesforce dashboard support?
20 components
Each dashboard can have up to 20 components.
Which are valid dashboard components?
Various Dashboard Components are:
Chart: Use a chart when you want to show data graphically.
Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.
Metric: Use a metric when you have one key value to display.
Table: Use a table to show a set of report data in column form.
