Create a Dashboard in Salesforce

The Salesforce dashboard allows users to visualize performance and data points from reports and identify trends.

In this Salesforce Dashboards tutorial, I will explain How to Create a Dashboard in Salesforce and how to create a dynamic dashboard in Salesforce.

What is Dashboard in Salesforce

The Salesforce dashboard is a graphical representation of the Salesforce records, which we can arrange according to our requirements. The dashboard helps us visualize changing business conditions so we can make decisions based on the real-time data you have gathered with reports.

What is Dynamic Dashboard in Salesforce

In Salesforce, the logged-in user can open the dashboard, and the dynamic dashboard user can change the viewing user for that dashboard. The dynamic dashboard provides individualized data relevant to specific logged-in users. It shows data that the user has access to.

Important:

The chart component enabled only two or more grouping fields in the report. Therefore, we can create the chart dashboard using summary and matrix reports.

Create a Dashboard in Salesforce

Here, we will learn to create a dashboard in Salesforce. Follow the following steps:

1. Click on the App Launcher and search for the Dashboards. Then click on it.

salesforce dashboard

2. Click on the New Dashboard button to create the new dashboard.

how to create a dashboard in salesforce

3. Now, we need to enter the dashboard Name. The Description is optional; we can enter a short intro about our dashboard.

Click the Select Folder button to select the folder where we want to store our dashboard. Here, I have selected the Private Dashboards folder. Then click the Create button.

how to create a dashboard in salesforce lightning

4. Then, we need to add a report. For that, click on the + Widget option, and within that, click on the Chart or Table option.

how to build a dashboard in salesforce

5. Choose the Report. Here, I choose the Leads by Source report from the list of reports and click the Select button.

creating dashboards in salesforce

6. From the Display As options, you can select which type of chart dashboard you want to create. Here, I have selected the Donut Chart.

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Then, customize the component settings, such as title, footer, value, theme, etc. Click on the Add button.

dashboard in Salesforce

7. Click on the Save button to save your dashboard. Click on the Done button.

dashboards salesforce

This is how you can create a Dashboard, and similarly, you can also select different charts to create different dashboards.

Create a Dynamic Dashboard in Salesforce

As we know, dynamic dashboards cannot be stored in a personal/private folder. So, we need a separate folder for the report and the dashboard. Here, I have created a public Dynamic Dashboard Folder in which I will store the dashboard.

Here are the following steps:

1. To do so, click the New button to create a New Dashboard and enter the dashboard Name as Dynamic Dashboard for Leads. The Description is optional. Then, click the Select Folder button to select the folder where we want to store our dashboard.

Here, I have selected the Dynamic Dashboards folder. Then click the Create button.

Create a dynamic dashboard in Salesforce Lightning

2. Similarly, select + Widget and click on the Chart or Table option. We also have the option to Use chart settings from the report. If we check that checkbox, then if we have a chart on that report, it will fetch it in the dashboard chart.

Here, we have to select the Gauge Chart component. When we click on that, the Preview will be displayed. Then, click on the Add button to display the dashboard.

Dynamic Dashboard in Salesforce Lightning

3. The dashboard will display on the canvas. Click on the gear icon to change the setting to a Dynamic Dashboard. We can also change the existing dashboard from standard to dynamic by clicking on this Gear Icon.

Dynamic Dashboard in Salesforce Lightning example

4. The dashboard’s Properties setting allows us to change the standard dashboard to a dynamic one. Under the view dashboard, select the dashboard viewer.

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The Dashboard Viewer: By selecting this, the user will see data themselves, according to their access to data. That means the user can see the dashboard by the logged in user. This is called a dynamic dashboard.

Click the Save button and save your dashboard as a dynamic dashboard.

Create dynamic dashboard in Salesforce Lightning example

Conclusion:

I hope you now understand what a dashboard and dynamic dashboard are in Salesforce. I have also explained step by step how to create them in the Salesforce interface.

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