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Adding Dashboard Snapshots to Home Page - (BCA / B.Tech)

Adding Dashboard Snapshots to the Home Page:

Adding a Dashboard Snapshot to your Home Page in Salesforce gives you immediate visibility into your key metrics as soon as you log in. It provides a quick look at your most important data without having to navigate to the full dashboard.

Steps to Add a Dashboard Snapshot:

Go to Setup, and in the Quick Find box, type "Lightning App Builder."
Click on "Lightning App Builder" and either click "New" to create a new Home Page or click "Edit" next to an existing one.
In the App Builder, find the "Dashboard" component in the list of standard components on the left.
Drag the "Dashboard" component onto the desired location on your home page layout.
Once the component is on the page, select it. The properties panel on the right will appear. Here you can select which Dashboard to display.
After configuring the component, click Save.
Finally, click Activate to assign the home page to the appropriate user profiles or apps.

Adding Dashboard Snapshots to Home Page

Adding Dashboard Snapshots to the Home Page:

In this Chapter