How to Add a Dashboard to Homepage in Salesforce
Here's a short tutorial on adding a dashboard to your Salesforce homepage:
- Go to Setup on the top right.
- Search for “App Builder” in the Quick Find field.
- Select Lightning App Builder.
- Click New and choose Home Page.
- Design Your Homepage:
- Name your homepage layout and select a template.
- Drag and drop the Dashboard component onto your layout.
- Select Your Dashboard:
- From the dropdown menu, choose the specific dashboard you want to display.
- Save and Assign:
- Click Save to create your homepage layout with the dashboard.
- Click Activate to make it live.