How do I customize my dashboard in Salesforce lightning?

Click Save As (or Clone), modify the dashboard settings, and save.

1. If necessary, create the source reports containing the data you want to display.
2. From the Dashboards tab, click New Dashboard.
3. Name the dashboard.
4. To add a component to the dashboard, click + Component.
5. To add a filter to the dashboard, click + Filter.

Similarly, you may ask, how do I customize my dashboard in Salesforce?

To customize a dashboard, view it and click Edit.

1. Add a Dashboard Component in Salesforce Classic. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it.
2. Modify a Dashboard Component in Salesforce Classic.

Also Know, how do you customize your home screen lightning? Customize the Home Page

1. From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder.
2. Click New.
3. Select Home Page, then Next.
4. Assign the label Support Home Page , then click Next.
5. Click the Standard Home Page template.
6. Click Finish.

In this way, how do you add a dashboard to the Lightning home screen?

Dashboards on the Lightning Experience Home Page

1. From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
2. Click New.
3. Choose where to embed the dashboard.
4. Click Next.
5. Give your app page or home tab layout a label.
6. Choose a layout.
7. Drag and drop the Dashboard standard component into place.

How do I edit my dashboard?

Edit an existing 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. When you're done, select Set.

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.

What are the dashboard components in Salesforce?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. You can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements.

What are the different types of dashboards in Salesforce?

What are different kinds of dashboard component?

• 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.

How do I clone a dashboard in Salesforce?

To Clone a Dashboard:

1. Navigate to an existing Dashboard.
2. Click Clone (button)
3. Click Save As.
4. Give the new Dashboard a new Name.
5. Edit your Components as needed.

How do you display dashboard in lightning component?

Click on the Wave Dashboard and you will get a dashboard layout on your lightning page. You can select which dashboard you want to display on the Lightning Page. Also, you can change the size of the dashboard and many others things.

What are dashboard components?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.

How many parts does a lightning dashboard have?

20 components

How do I pin a dashboard in Salesforce?

Required Editions

1. In the list of report and dashboard folders, hover over any folder, then click .
2. Select Pin to top. Your folder moves to the top of the folders list.

How do I assign a Lightning record to profile?

Assign different lightning pages to specific profiles/application

1. Creating a new Lightning Application.
2. Click on Setup | App Manager | New Lightning App.
3. Enter the name | Choose logo | click Next.
4. Since we are creating a normal application, click on Standard Navigation | Click Next.

How do I edit my homepage in Salesforce lightning?

Required Editions and User Permissions While editing a Lightning app, select the Pages tab, click Open Page, then click Activation and select Set this page as the default Home page. In Setup—Enter Home in the Quick Find box, then select Home. Click Set Default Page and select a page.

How do I create a page layout in Salesforce lightning?

Create Page Layouts

1. From the management settings for the object that you want to edit, go to Page Layouts.
2. Click New.
3. Optionally, choose an existing page layout to clone.
4. Type a name for the new layout.
5. Optionally, select Feed-Based Layout to create a layout that includes separate tabs for a record's feed and detail pages.
6. Click Save.

How do I add a dashboard tab in Salesforce?

Creating Dashboards

1. Click the Dashboards tab.
2. Click Go To Dashboard List.
3. Click New Dashboard to create a new dashboard. To modify an existing dashboard, click its name from the list.
4. Customize your dashboard and click Save.

How do I create a lightning app in Salesforce?

Create an App Page

1. From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
2. Click New.
3. Select App Page, and then click Next.
4. Name your Lightning page Top Accounts and Opportunities .
5. Select the Two Regions template, and click Finish.
6. Drag the List View component into the first region.

How do I show the dashboard on my homepage in Salesforce?

How to display Dashboard on home page in Salesforce. Go to Setup-> App setup ->customize-> Home -> Home page layout -> DE Default, Click 'Edit' and check the 'Dashboard snapshot' checkbox and click 'Save' button.

How do I change the default landing page in Salesforce?

Make the App Launcher the Default Landing Page

1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
2. Select a profile and scroll to the Custom App Settings section.
3. Select Default next to the Lightning app.

How do I add lightning components to my home page?

Navigate to Setup > Platform Tools > User Interface > Lightning App Builder. On the Lightning Pages section, click New. Select App Page, Home page, or Record page, where you want to add the component. In the Label field, enter the name of the lightning page and click Next.

What is Salesforce assistant?

Assistant explores new possibilities with managing Salesforce tasks. Assistant improves tasks by bringing the most important open actions right on the home screen. Any item needing attention or nurturing is brought to the assistant section such as: open tasks, new leads, or opportunities with no action.