This guide provides an overview of how to customize your Salesforce dashboard. Customize your dashboard to suit your specific needs and preferences.

Overview

  • Customize Layout: Arrange and resize dashboard components to fit your screen.
  • Add Components: Add various components like charts, metrics, and widgets to your dashboard.
  • Save and Share: Save your customized dashboard and share it with others in your organization.

Customizing Layout

To customize the layout of your Salesforce dashboard:

  1. Navigate to the dashboard you want to customize.
  2. Click on the "Edit" button in the upper-right corner.
  3. Click and drag components to rearrange them.
  4. Resize components by clicking and dragging the edges.
  5. Click the "Save" button to apply your changes.

Adding Components

To add components to your Salesforce dashboard:

  1. Click on the "Edit" button.
  2. In the "Dashboard Components" panel on the left, click on the component you want to add.
  3. Click and drag the component onto your dashboard.
  4. Customize the component by clicking on it and selecting the desired options.

Save and Share

To save and share your customized dashboard:

  1. Click the "Save" button.
  2. Enter a name for your dashboard.
  3. Click "Save & Close" to save your changes.
  4. To share the dashboard, click on the "Share" button and select the users or groups you want to share with.

For more detailed instructions and best practices, check out our Salesforce Dashboard Customization Best Practices.

Additional Resources

Salesforce Dashboard Customization