App Tutorial

Add Dashboard to Salesforce Homepage: A Step-by-Step Guide

TL;DR

To add a dashboard to the Salesforce homepage, start by creating a new dashboard with desired components, then customize the homepage layout in Salesforce Lightning to include the dashboard. This process enhances data visibility and decision-making.

Automating Salesforce data processes with Bardeen can further streamline operations, ensuring up-to-date information across platforms.

Learn how to automate your Salesforce operations with Bardeen.

How to Add Dashboard to Homepage in Salesforce

Integrating a dashboard into the homepage in Salesforce enhances the visibility of critical metrics and data, streamlining the user's workflow and decision-making process. This guide will navigate through the steps and considerations necessary to add a dashboard to the homepage in Salesforce, with a focus on Salesforce Lightning, and provide a foundational understanding of dashboard management within this platform.

Automate your Salesforce dashboard integration and more with Bardeen. Simplify workflows and enhance efficiency across your team.

Salesforce Add Dashboard to Home Page

To add a dashboard to the homepage in Salesforce, the process begins with the creation of a dashboard if one does not already exist. This involves selecting the Dashboards tab, creating a new dashboard, and adding the desired components, such as charts or tables, from specific reports.

  1. Click the Dashboards tab.
  2. Click New Dashboard.
  3. Name your dashboard and click Create.
  4. Click +Widget to add components. Select Chart or Table as the component type.
  5. Choose the report for the dashboard component and select the display format, e.g., Vertical Bar Chart.
  6. Click Add to include the component in your dashboard.
  7. Save and finalize the dashboard by clicking Done.

After the dashboard is created, it can be added to the homepage depending on the Salesforce interface in use.

Add Dashboard to Homepage Salesforce Lightning

In Salesforce Lightning, adding a dashboard to the homepage involves customizing the homepage layout. This can be achieved through the Lightning Experience customization options, where users can edit the homepage layout and add a dashboard component directly to the page.

  1. Navigate to Setup and select Home under the User Interface section.
  2. Choose Edit Page to enter the Lightning App Builder.
  3. From the components list, drag the Dashboard component to the desired location on the homepage layout.
  4. Select the dashboard you created from the dropdown menu within the Dashboard component properties.
  5. Save the layout and return to the homepage to view the added dashboard.

This method allows for immediate access to key metrics directly from the homepage, enhancing efficiency and data accessibility for users.

Explore a comprehensive guide on automating Salesforce by integrating with other apps and discover useful Salesforce shortcuts and automations to boost your productivity.

Salesforce Dashboard Tutorial

For users seeking comprehensive guidance on dashboard creation and management in Salesforce, Salesforce offers tutorials and training modules, such as the Trailhead project on Lightning Experience Reports & Dashboards. These resources provide step-by-step instructions on creating, customizing, and deploying dashboards, along with best practices for dashboard design and usage.

Engaging with these tutorials can significantly improve the user's ability to leverage dashboards effectively, providing insights into sales, marketing, and other operational metrics critical for business success.

Automate Your Salesforce with Bardeen Playbooks

Adding a dashboard to your homepage in Salesforce can significantly enhance data visibility and decision-making for your team. While the manual process provides a customized approach, automating Salesforce data processes can further streamline your operations. For instance, automatically syncing company data between Salesforce and other platforms can ensure your team has the most current information without manual intervention. This automation can be achieved using Bardeen, which offers various playbooks tailored to Salesforce integration.

Here are some examples of how Bardeen can automate Salesforce processes:

  1. Save a Salesforce account to HubSpot as new company: This playbook streamlines data synchronization between Salesforce and HubSpot, ensuring your CRM systems are always up to date with the latest account information.
  2. Create a Salesforce account from a Crunchbase organization: Automate the creation of Salesforce accounts using data scraped from Crunchbase, enhancing your sales prospecting process with rich, contextual data.
  3. Create a new Salesforce opportunity: This playbook allows you to quickly add new opportunities to your Salesforce CRM, helping you keep track of potential sales in a more efficient manner.

These automations can save your team time and increase productivity by reducing manual data entry and ensuring your Salesforce CRM is always current. Get started by downloading the Bardeen app.

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author
Jason Gong
Apps used
Salesforce
LAST UPDATED
May 23, 2024
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