Select a Default Home Page Dashboard within Salesforce Classic
- Click Customize Page in the “Dashboard” section of the Home tab.
- Select a dashboard to be the Home Page default.
- Click Save.
- Click Customize Page in the “Dashboard” section of the Home tab.
- Select a dashboard to be the Home Page default.
- Click Save.
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How to select a default home page dashboard within Salesforce classic?
Steps for Users to select a Default Home Page Dashboard within Salesforce Classic Click Customize Page in the ‘ Dashboard ‘ section of the Home tab. Select a dashboard to be the Home Page default.
How do I change the default landing page in Salesforce customer portal?
Initially, all users, including Customer Portal users, are assigned to the Home Page Default layout. Click Save. Furthermore, how do I change the default landing page in Salesforce community? Configure the Default Community Login Page to Use a Custom Home Page From Setup, enter Apex Classes in the Quick Find box, then select Apex Classes.
How do I change the default home page to dashboard?
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.
Is there a way to show dashboard within the home page?
Is there a way to show the dashboard within the home page without it loading to another page completely? Thanks for your help! 1. Go to setup 2. Type Homepage 4. check the dashboard checkbox then dashboard will appear on your homepage.
How do I pin a dashboard to my Home page in Salesforce?
0:171:27How 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 add a dashboard to my Home page in Salesforce lightning?
The collapsed version links back to the full dashboard.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. … Give your app page or home tab layout a label. … Choose a layout. … Drag and drop the Dashboard standard component into place.More items…
How do I change the home screen 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 change the display in Salesforce dashboard?
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 customize my Salesforce Lightning Home page?
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 Home page component in Salesforce?
Create Custom Home Page ComponentsFrom Setup, click Customize -> Home -> Home Page Components.Click New.Enter a name for the component.Choose the type of component.Click Next. a. For links- … Click Save.After creating the home page component, you need to add it to a home page layout.
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 you customize your homepage?
Choose your homepageOn your computer, open Chrome.At the top right, click More. Settings.Under “Appearance,” turn on Show Home button.Below “Show Home button,” choose to use the New Tab page or a custom page.
Can Salesforce user customize home page?
0:083:05How to Customize the Salesforce Home Page for One User – YouTubeYouTubeStart of suggested clipEnd of suggested clipIn this video i’m going to show you a trick that will let you customize a home page for anMoreIn this video i’m going to show you a trick that will let you customize a home page for an individual user in your org. So what we’re going to do is use a feature called conditional visibility to make
What is dynamic dashboard in Salesforce?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
How do I view dashboards in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. Click View dashboard as drop-down button next to the View dashboard as field. Select Run as logged-in user.
How do I enable dynamic dashboard in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don’t have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.