Salesforce Classic: Go to Setup-> App setup ->customize-> Home -> Home page layout -> DE Default, Click ‘Edit’ and check the ‘Dashboard snapshot’ checkbox and click ‘Save’ button.
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How do I create a support page in Salesforce Lightning app?
From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Click New. Select Home Page, then Next. Assign the label Support Home Page, then click Next. Click the Standard Home Page template. Click Finish. Display the five most recent cases.
How to create a Report chart in Salesforce Lightning?
The first step you will need to take is to create the report that you wish to use as your basis for the Report Chart. The Lightning Component that we are going to use later on will only recognise Reports that use a chart within them, so when creating your report, ensure you add a chart with the correct groupings.
How do I link Salesforce to Salesforce Trust?
In the text entry field, enter Be sure to check the Salesforce Trust site. Highlight the text ” Salesforce Trust ” and select the Link button. For URL, enter trust.salesforce.com.
How do I create a support home page?
Click New. Select Home Page, then Next. Assign the label Support Home Page, then click Next. Click the Standard Home Page template. Click Finish. Display the five most recent cases.
How do I add a report to my home page?
Add existing reports to a homepageNavigate to a homepage.Click Add content.Select Reports in the left column.Select the table the report is based on in the middle column.Select the report in the right column.Click Add here where you want to place the report on the homepage.More items…•
How do I add a report to my dashboard in Salesforce?
From either the Reports tab or while reading a report, click. … Choose whether you want to add the report to an existing dashboard (Add to existing dashboard), or create a dashboard from the report (Add to new dashboard). … Click Add.Customize the dashboard component.Click Add.More items…
How do I add a report to a page layout in Salesforce?
The source report has a chart.Go to the page layout editor for the object that you’re adding a chart to.Click Edit next to the page layout.Click Report Charts.In the Quick Find box, type the name of the report and click. … Drag the chart to a new or existing section of the layout.To customize a chart, click.More items…
How do I add a dashboard to my home in Salesforce?
0:231:27How to Add a Salesforce Dashboard To Your Home Page – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd drag it pop it up there. And then on the right hand side you’re going to choose which dashboardMoreAnd drag it pop it up there. And then on the right hand side you’re going to choose which dashboard you want to place on this page on your startup.
How do I customize my dashboard in Salesforce?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
How do I add a dashboard tab in Salesforce?
Access Dashboards Instantly as Navigation ItemsTo 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.From Setup, in the Quick Find box, enter Tabs , then select Tabs. … Add your dashboard URL to the web tab.More items…
How do I embed a report in Salesforce?
To embed a report chart on object pages, edit the object’s page layout with the enhanced page layout editor, then add the chart. After you add a report chart to a page, you can customize it in the Chart Properties dialog box on the page layout editor.
How do you add a report to a lightning page layout?
Click on the name of the new tab and select report from the menu. Drag & drop the report chart element to the report tab to add your reports. Save the Lightning Page and navigate to a campaign to see your reports in action!
How do you display a report in lightning component?
Displaying standard report data in Lightning componentReportManager class helps to run a report synchronously or asynchronously.ReportResults class contains the results of running a report.ReportFilter class contains information about a report filter, including column, operator, and value.More items…•
How do I display the dashboard on my Home page?
1. Click Customize Page in the “Dashboard” section of the Home tab. 2. Select a dashboard to be the Home Page default.
How do I customize my home screen in Salesforce?
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.