Creating Salesforce Dashboards for Easy Access on the go
Welcome to our guide on creating mobile-optimized Salesforce dashboards for on-the-go access. Stay connected and make data-driven decisions on your mobile device. In this guide, we'll show you how to design dashboards that are easy to view and interact with on mobile devices.
1
Navigate to Dashboard
Login to your Salesforce Account. Go to the Dashboard tab.
2
Choose the dashboard
Click the dashboard that you want to access/edit or “New Dashboard”. Click on “Edit”.
3
Customize the Components
Remove unnecessary components by hitting on the “x”. Add components to your dashboard by using the “+ component” button. Resize and rearrange the components to fit the mobile screen better.
4
Test the Mobile Layout on a Mobile Device
Open the Salesforce Dashboard on your mobile device to see how the mobile layout performs.
Congratulations! You've successfully learned how to create mobile-optimized Salesforce dashboards. By designing dashboards with a mobile-first approach, you can access critical data and insights anytime, anywhere. Continuously optimize your dashboards for mobile viewing to stay agile and responsive in your decision-making process. Happy dashboarding on-the-go!
