how to add dashboard on home page salesforce lightning

Build a Custom Home Page for Lightning Experiencehttps://trailhead.salesforce.com/en/content/learn/modules/lightning_app_builder/lightning_app_builder_homepage__________Say hi on social:LinkedIn: https://www.linkedin.com/in/farahcharania/Twitter: https://twitter.com/signiforce Salesforce: A Leader In Supporting The Military Community. This is step 15 in the article. Weve also found that slowing down and understanding users needs before jumping into design can produce more efficient and usable design. The CEO likes and uses the dashboards in Analytics Studio, but shes not exactly excited about having to open Analytics Studio every time. In Salesforce Lightning, buttons are used to trigger actions, such as opening a new record or generating a report. Real Time Pardot (Account Engagement) Automation Rules Retired Whats Next? Cole Bradshaw, M.Ed. - Project Manager - Oklahoma Department of To get to the Homepage Layout screen, go to Setup > type "Lightning App Builder" in the Quick Find Box > click "Lightning App Builder.". Connect and share knowledge within a single location that is structured and easy to search. In the View dashboard as field, enter a running user. Learn how to add a Salesforce dashboard to your home page. Want to learn more? SALESFORCE COURSES The Salesforce Reporting Crash Course for Beginners: https://go.rotive.io/reportingcourse The Pardot (MCAE) Course for Beginners: https://go.rotive.io/pardotcourse DIY Pardot (MCAE) Implementaiton Course: https://go.rotive.io/diypardotimplementationView all courses at the Rotive Academy: https://go.rotive.io/academy------------------------------------------------------- VIDEO PRODUCTION GEAR Microphone: https://go.rotive.io/microphone Camera: https://go.rotive.io/camera Camera Lens: https://go.rotive.io/cameralens Tripod: https://go.rotive.io/tripod Soft Light: https://go.rotive.io/softlight Background Lights: https://go.rotive.io/backgroundlights Backdrop: https://go.rotive.io/backdrop Video Editing: https://go.rotive.io/descript Graphic Design: https://go.rotive.io/canva Remote Recording: https://go.rotive.io/riverside YouTube Video Management: https://go.rotive.io/tubebuddy Video Course Hosting: https://go.rotive.io/thinkific SOFTWARE RESOURCES Sales Proposals \u0026 eSign Docs: https://go.rotive.io/pandadoc Payroll \u0026 Benefits: https://go.rotive.io/gusto Productivity Workspace \u0026 Docs: https://go.rotive.io/notion Website Domain \u0026 Hosting: https://go.rotive.io/namecheap Link Management: https://go.rotive.io/geniuslink FULL LIST OF GEAR \u0026 RESOURCES: https://go.rotive.io/gearandresourcesDISCLOSURE: We often review or link to products \u0026 services we regularly use and think you might find helpful. The homepage is typically the first tab a user lands on when logging into Salesforce, giving them access to everything they need to manage their day. Another option is to create a prototype in a, (a copy of your customized production environment; see below) or the. Run your business from anywhere with Salesforce. Context and advanced filtering of the Tableau view is only available on Lightning Experience record pages. Click Customize Page in the Dashboard section of the Home tab. How To Add A Dashboard To The Homepage In Salesforce Lightning New Salesforce Sales and Service Suites Largest Feature Bundles Yet! Action item: Create a win/loss report and add the graph to the homepage. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA.

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