In this Salesforce tutorial, we will understand how to add a dashboard to Home page in Salesforce Lightning and Salesforce Classic.
Recently, I was working on a Sales application in Salesforce, I observed that the Dashboard tab is not available. So, here we will see and discuss the steps to add the Dashboard to Home page in Salesforce.
Also, we will check out the following topics:
- Overview of Dashboard in Salesforce
- Overview of Home Page in Salesforce
- How to add dashboard to Home page in Salesforce Lightning
- How to add dashboard to Home page in Salesforce Classic
Overview of Dashboard in Salesforce
A Salesforce dashboard is a customizable visual display of key business data in the form of charts, graphs, and tables. It provides real-time insights into business metrics and allows users to make data-driven decisions.
A Dashboard in Salesforce is utilized to track and monitor a variety of business metrics, such as sales performance, lead generation, customer service metrics, and marketing campaign effectiveness.
It provides users with real-time insights into their business, allowing them to make data-driven decisions and take action based on current trends and patterns.
As a result, a dashboard in Salesforce is a powerful tool that helps organizations to stay informed and make informed decisions, and drive business success.
Also, check: How to Create a Dashboard in Salesforce
Overview of Home Page in Salesforce
A Home page in Salesforce is the first thing users see when they log in to their Salesforce account. It is a central hub for managing daily tasks and workflows within the platform.
A Salesforce Home page is customizable, allowing users to personalize the layout and display information that’s relevant to their roles and responsibilities.
Moreover, it displays recent records, tasks, events, and dashboards, giving users quick access to important information and insights.
Also, the third-party apps and tools can be accessed from the Home page, making it a convenient place to manage all aspects of one’s workflow.
Overall, the Home page in Salesforce serves as a useful starting point for its users to manage their work and stay on top of important tasks and information.
Read: How to Set Default Landing Page in Salesforce
How to add dashboard to Home page in Salesforce Lightning
In this section, we will see how to add a dashboard to the Home page in Salesforce Lightning.
Here are the steps that we can follow for this task in Salesforce Lightning:
Step-1: Navigate to the Home Setup page by clicking on the gear icon (⚙️) and then clicking on the Setup option.
Step-2: Next, from the Quick Find search box, search for App Builder and click on the Lightning App Builder option.
Step-3: The above step will open a Setup page for Lightning App Builder. From this page, click on the New button to create a new Lightning page.
Step-5: Next, specify the name for your custom home page and click Next. In our example, we specified the name as “Custom Home“.
Step-6: Next, select the appropriate page layout for your custom home page and click on Finish. In our case, we selected the Standard Home Page template
Step-7: By performing the above steps, we have created a layout for our custom home page. Now, from the left side menu, drag and drop the dashboard component. Moreover, you can also drag and drop other required components.
Step-8: Next, click on the Activation option given with the Save button. Once we click on this option, we need to set this page as default either for Org, App, or Profile.
Step-9: Once this option is selected based on the requirement, the new Home page with a dashboard is activated. Now, we simply need to click on the Save button.
With this, we have successfully added a dashboard to Home page in the Salesforce Lightning edition step-by-step.
Read: Joined Reports in Salesforce
How to add dashboard to Home page in Salesforce Classic
Here we will discuss all the steps that we can follow to add a dashboard to the home page in Salesforce Classic.
- Log in to your Salesforce account and navigate to the Home page and click on the Setup option given in the top right corner.
- Next, from the Quick Find search box, search for Home Page and click on the Home Page Layouts.
- After this, click on the Edit option for “DE Default” given under the list of “Home Page Layouts.“
- The above step will open the “Edit Home Layout” page. On this page, tick marks the “Dashboard Snapshot” option.
- Next, scroll down the current page, click on the Next button, and then click Save & Assign.
- Now, navigate to the particular Home page in Salesforce Classic and we can observe that the Dashboard section is added to the Home page.
With this, we have successfully added the Dashboard to the Home page of Salesforce Classic edition step by step.
You may also like to read the following Salesforce tutorials.
- How to Add Email to Activity Tab in Salesforce
- How to find duplicate records in Salesforce
- How to Duplicate a Report in Salesforce
Conclusion
So, in this Salesforce tutorial, we have discussed how to add dashboard to Home page in Salesforce Lightning and Salesforce Classic with examples.
Moreover, we have also covered the following set of topics in detail.
- Overview of Dashboard in Salesforce
- Overview of Home Page in Salesforce
- How to add dashboard to Home page in Salesforce Lightning
- How to add dashboard to Home page in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.