Welcome to our guide on managing dashboard components in Salesforce. Custom dashboards offer valuable insights. In this guide, we'll show you how to add, edit, and delete components to create personalized and data-driven views.
Create a New Dashboard
Navigate to the Dashboards tab in Salesforce. Click "New Dashboard." Name and describe the dashboard. Save the dashboard to a folder for organizing and sharing.
Use the Dashboard Builder
Utilize the grid layout in the Dashboard Builder to place components for maximum impact.
Click "Add Component." Select the source report with the data you want to visualize. Each component draws from a single report, but you can use different reports for different components.
Customize the Component
Customize the component with various options such as the measure to report, display units, ranges, display color, component title, and more. Click "Add." The component will appear on the dashboard grid. To reposition, drag the component. To resize, grab and pull an edge marker.
Add Charts to the Dashboard
Add a funnel chart, change display units to a shortened number, select "Stage" from "Color By," select "Show Percentages," and title the chart "Ops Pipeline."
Add a Custom Link
Expand the component and then click the link icon to add a custom link to the Opportunities tab.
Add a Table with Record-Level Information
Add a table with record-level information, select the columns you want to include, and adjust other settings like component name and sort order.
Deleting component in Dashboard
Choose the component that you want to delete. Click the ‘x’ icon on the upper right corner to remove the component.
Congratulations! You've successfully learned how to manage dashboard components in Salesforce. By customizing your dashboards, you can gain valuable insights, monitor performance, and make data-driven decisions. Continuously update and optimize your dashboard components to align with changing business needs. Happy dashboarding!