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How do I make Salesforce dashboard my Home page?

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How do I make Salesforce dashboard my Home page?

Select a Default Home Page Dashboard within Salesforce Classic

  1. Click Customize Page in the “Dashboard” section of the Home tab.
  2. Select a dashboard to be the Home Page default.
  3. Click Save.

How do I customize my Salesforce Home page?

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.

What is Home page in Salesforce?

The home page is what your users see first after logging in. This page can be customized to highlight information specific to the user. Easy access to pertinent information = increased efficiency. We customize the home page through the use of the Lightning App Builder.

How do I create a Home page component in Salesforce?

Create Custom Home Page Components

  1. From Setup, click Customize -> Home -> Home Page Components.
  2. Click New.
  3. Enter a name for the component.
  4. Choose the type of component.
  5. Click Next. a. For links-
  6. Click Save.
  7. After creating the home page component, you need to add it to a home page layout.

Can users customize the Home page in Salesforce?

You can edit the existing homepage by navigating to the Home tab, clicking the gear icon and selecting Edit Page. You can also create new ones from the Lighting App Builder by going to Setup > User Interface > Lightning App Builder.

How many dashboards can be displayed in the Home page at once?

The 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 a dashboard tab in Salesforce?

Access Dashboards Instantly as Navigation Items

  1. To turn your dashboard into a navigation item, create a Lightning web tab, add your dashboard URL, and then add the tab to your users’ navigation.
  2. From Setup, in the Quick Find box, enter Tabs , then select Tabs.
  3. Add your dashboard URL to the web tab.

How do I customize my Salesforce dashboard?

  1. Click Customize Page in the Dashboard section of the Home tab.
  2. Search for a dashboard and select a different dashboard from the drop-down list.
  3. Click Refresh to refresh the data in your dashboard.

What is a Salesforce dynamic dashboard?

Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.

Can users customize their Home page in Salesforce lightning?

Yes, Virginia, You Can Customize Your Lightning Experience Home Page. Give your users everything they need to manage their day from the Home page in Lightning Experience. Your sales reps can see their quarterly performance summary and get important updates on critical tasks and opportunities.