How to edit a dashboard in salesforce


Edit a Dashboard

  • Move a Component. You can easily change where a component appears using Salesforce. …
  • Edit a Component. Click the wrench icon on the component you want to edit. …
  • Change Column Size. Resizing columns is just as easy as manipulating other components of Salesforce. …
  • Change a Dashboard’s Properties. Click the Dashboard Properties button. …
  • Save a Dashboard. …
Edit a Dashboard
  1. To customize a dashboard, navigate to the Dashboard tab and select Edit.
  2. Drag the component type you want from the Components tab onto your dashboard.
  3. Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. To edit an existing component, click the pencil. .
Oct 1, 2020


How to customize a Salesforce dashboard table?

The Perfect Sales Dashboard Should Have These 12 Sales Metrics

  • Determine what you need to see on your sales dashboard. To get a contract signed, some sales require multiple long phone calls. …
  • Build your sales dashboard. …
  • Include these sales metrics in your dashboard. …
  • Your metrics dashboard helps manage your sales. …

How to create an organizational chart in Salesforce?

With Salesforce and Organimi:

  • Create multiple versions of your chart in Organimi for scenario planning and share them with your colleagues
  • Save your Organimi org charts to pdf formats so you can track changes over time
  • Share your org charts with other power users who can help you edit and update them

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How do I start a career in Salesforce?

  • Those who are in IT and have a background in development or Administration/Configuration of other similar tech systems.
  • Those who come from a totally different industry and want to “get into Salesforce”,
  • Finally students with maybe little or no IT experience.

How to create a Visualforce page in Salesforce?

To create pages in Setup:

  • From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages.
  • Click New.
  • In the Name text box, enter the text that should appear in the URL as the page name. …
  • In the Label text box, enter the text that should be used to identify the page in Setup tools, such as when defining custom tabs, or overriding standard buttons.

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How do I edit dashboard?

To customize a dashboard, view it and click Edit. From the Dashboard Edit page, you can: See the running user for the dashboard in the Displaying data as field. Click Dashboard Properties to change the title, folder, running user, and more.

How do I change the dashboard settings in a Salesforce report?

Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. … Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. … Click OK.

How do I change the dashboard on my Salesforce homepage?

Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the “Dashboard” section of the Home tab.Select a dashboard to be the Home Page default.Click Save.

How do I add a report to an existing 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 customize the Lightning dashboard in Salesforce?

To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you’d like, and select the right folder for proper organization.

How do I edit widgets in Salesforce?

Access the site’s widgets in the Widgets view under All Site Content (on the Overview tab)….menu, you can:Edit the widget. When you edit a widget, it opens in a new tab. … Update the widget’s properties, including the name, description, display icon, and availability. … Duplicate, preview, or delete the widget.

How do I edit my Home page in Salesforce?

Customize the Home PageFrom 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.

How do I create a dashboard in Salesforce?

Create a DashboardClick the Dashboards tab.Click New Dashboard.Name your dashboard All Opportunities . Leave all other fields as is and click Create.Click + Component.For Report, select Opportunities by Stage. Click Select. … For Display As, select Vertical Bar Chart and click Add.Click Save.Click Done.More items…

How do I assign a dashboard to a profile in Salesforce?

0:082:30How to Assign Edit Dashboards Permission to a User – YouTubeYouTubeStart of suggested clipEnd of suggested clipAll right let’s set up a user so they can create and edit their own dashboards. Notice this userMoreAll right let’s set up a user so they can create and edit their own dashboards. Notice this user alan doesn’t even have the button to create a dashboard. So how do we fix. That well as the admin we’re

How do I add a column to a dashboard in Salesforce?

Open the dashboard and click Edit.Click the Wrench icon on the table you want edit.Click the Formatting tab.Confirm that Column 1 is your grouping value.Set Column 2 to one of the two values you wish to display.Set Column 3 and 4 to the other values you wish to display.Click OK.More items…

How many types of dashboards are there in Salesforce?

There are four types of dashboard components in Salesforce.

How do I view my dashboard in Salesforce?

To launch the Dashboard Editor, click New Dashboard. Dashboards are made up of components. Each component contains a chart or metric that shows data from one report. Different components can show data from different reports.

How to change where a component appears in Salesforce?

Move a Component. You can easily change where a component appears using Salesforce. Click and drag the component to the desired location on the page. The component moves to the designated position.

Can you save a project to your dashboard?

You’ll want to be able to return to your dashboard. It’s simple to save your project for later. If you’re doing a lot of editing, you should save your changes periodically.


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