How To Create A Dashboard In Salesforce

How To Create A Dashboard In Salesforce

1. Log In to Salesforce: Access your Salesforce account.
2. Navigate to the App Launcher: Click on the grid icon in the top left corner.
3. Select "Dashboards": Find and click on the "Dashboards" option.
4. Click "New Dashboard": Start creating a new dashboard.
5. Name Your Dashboard: Give your dashboard a clear and descriptive name.
6. Choose a Folder: Select a folder to save your dashboard.
7. Click "Create": Proceed to the dashboard editing interface.
8. Add Components: Click on "Add Component" to include charts or graphs.
9. Select Data Source: Choose the report or data you want to visualize.
10. Customize Component: Adjust settings like chart type and display options.
11. Repeat for More Components: Add additional components as needed.
12. Arrange Components: Drag and drop to organize your dashboard layout.
13. Click "Save": Save your dashboard to keep your changes.
14. Click "Done": Finalize your dashboard creation.
15. Share Your Dashboard: Set sharing settings to control who can view it.