Quick summary
This demo walks you through how to create a Salesforce dashboard step by step, from navigating to the Dashboard menu to adding widgets and saving your work. Salesforce dashboards give sales teams real-time visibility into CRM data, helping them track performance and make faster decisions.
Steps
- Open the Dashboard section by clicking 'Dashboard' in the top menu or searching for it via the App Launcher.
- Click 'New Dashboard' to begin creating a new dashboard.
- Enter the required dashboard details in the form, then click 'Create' to initialize it.
- Click 'Widget' to add content and data components to your dashboard.
- Once all widgets are configured, click 'Save' to finalize and publish your dashboard.
