How Do I Change The Dashboard In Salesforce?

How do I change the dashboard in Salesforce lightning?

Click Save As (or Clone), modify the dashboard settings, and save.If necessary, create the source reports containing the data you want to display.

From the Dashboards tab, click New Dashboard.Name the dashboard.

To add a component to the dashboard, click + Component.

To add a filter to the dashboard, click + Filter.More items….

Why can’t I edit a dashboard in Salesforce?

Latest finding, it is caused by View My Team’s Dashboards permission is not enable for the user. To investigate why a user not able to edit a dashboard in organizations using enhanced folder sharing. Users can edit some dashboard details and save the changes as the current running user of the dashboard.

How do I customize my Salesforce homepage?

Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you’d like to model the new one from. Give the new layout a name. Select the components you’d like to include. Click Next to select the order you would like the components to appear on the page.

How many reports can be in a Salesforce dashboard?

20 componentsWe can add maximum of 20 components (reports) in a dashboard.

How do I make my own lightning homepage?

Create a Custom Home Page for Lightning Experience From Setup, enter App Builder in the Quick Find box, then click Lightning App Builder. Click New, select Home Page, then click Next. Step through the wizard and name the page New Home Page, select the Standard Home Page template, and then click Finish.

How do I assign a Lightning record to profile?

Click the App, Record Type, and Profile tab. Click Assign to Apps, Record Types, and Profiles. Assign the page to the Sales app, the Desktop and phone form factor, the Master record type, and the System Administrator profile. Review the page assignments.

How do you create a dashboard in Salesforce?

Create a DashboardClick the Dashboards tab.Click New Dashboard… button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.

How do I change the dashboard in Salesforce Classic?

To customize a dashboard, view it and click Edit. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it. A dashboard component is a visual representation of the data in a report.

How do you customize your homepage?

Choose your homepageOn your Android phone or tablet, open the Chrome app .At the top right, tap More. Settings.Under “Advanced,” tap Homepage.Choose Chrome’s homepage or a custom page.

How do I give someone access to my Salesforce dashboard?

To give users broader privileges, assign Editor or Manager folder access and give report and dashboard user permissions as needed. Create, edit, and delete dashboards in the My Personal Dashboards folder. Create dashboards and save to any shared folder if sharing rights allow.