how to add dashboard on home page salesforce lightning

You can make components conditionally appear based on criteria you set. To have the view filtered based upon the page it is embedded in, the Tableau view needs to have a field that corresponds to the record page ID. Build a Custom Home Page for Lightning Experience Unit | Salesforce For example: The Related List Quick Links makes it easy for salespeople to jump straight to the relevant section. You will have all variables available from your data set to choose from. Click Add Component to add the next widget. Selecting multiple values in a single filter added on a dashboard in How To Assign Dashboards To Users In Salesforce Lightning The Thanks for your suggestion, Bob. Raj Vakati. If a page isnt activated, you can work on it without users seeing your changes. Salesforce: A Leader In Supporting The Military Community. A low-fidelity prototype for that could be a hand drawing. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Salesforce Ben Useful standard components for the homepage could include: You can make homepages even more useful by adding tools like list views, reports, and dashboards! Connect and share knowledge within a single location that is structured and easy to search. Salesforce Jobs Are Available Globally In A Variety Of Industries. Remember, you can set a components visibility not only by the users profile who is viewing the page, but also using field data from the record itself. Salesforce Lightning: The Tool For Custom Reports And Dashboards If youre happy with the result, click Done. Embed a CRM Analytics Dashboard in Lightning Experience, Learn About CRM Analytics Permission Set Licenses and User Permissions, In Analytics Studio, in the Search box, enter. Because DTC Sales is used by so many in the sales department, embedding the dashboard in the Sales home page makes sense to both you and the CEO. As a Salesforce Admin or Designer, the pages you create or configure have a huge impact on your Salesforce users. Finally, as you wrap up, remember to ask for artifacts. The Einstein Analytics Product team has made it very easy to add the visualisations in core Salesforce aka to embed Einstein Analytics dashboards. Browse other questions tagged. Can you refer this link and make sure that you have followed the same steps.Ii guesses you haven't assined to the profile. Be simple, Be Social. How to display Dashboard on home page in Salesforce

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