How To Add A Dashboard To Homepage In Salesforce

How To Add A Dashboard To Homepage In Salesforce

  1. Log In: Sign in to your Salesforce account.
  2. Go to Setup: Click on the gear icon in the top right corner.
  3. Search for Home Page Layouts: Type "Home Page Layouts" in the Quick Find box.
  4. Select Layout: Choose the layout you want to edit.
  5. Edit Layout: Click on the "Edit" button next to the selected layout.
  6. Add Dashboard Component: Drag the "Dashboard" component to the desired section.
  7. Choose Dashboard: Select the specific dashboard you want to display.
  8. Save Changes: Click the "Save" button to apply your changes.
  9. Check Your Homepage: Navigate back to your homepage to see the added dashboard.