View Specific Dashboard on Salesforce Home Page

How to View a Specific Dashboard on Salesforce Home Page

Question

How can a Salesforce user be able to view the specific dashboard on their home page?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: C

Users can customize their home pages.

The generic home page will only display a snapshot that shows the top row of the dashboard.

If you go to Personal Setup -> My Personal Information -> Change My Display -> Home -> Customize My Pages (button) -> You'll arrive at the settings for Dashboard Snapshot Component.

You can then select which Dashboard components you want to have displayed on your home page.

Option A is incorrect because the import dashboard option doesn't exist in Salesforce.

Option B is incorrect because a dashboard component can be a chart, table, metrics or visual force pages.

Option D is incorrect because you can customize the home page to have sidebars, links or custom component.

Reference:

To enable a Salesforce user to view a specific dashboard on their home page, you need to use Home Page Customization. The steps to achieve this are as follows:

  1. Create a dashboard: First, create a dashboard in Salesforce by going to the Dashboards tab and clicking on the New Dashboard button. Select the type of dashboard you want to create and customize it according to your needs.

  2. Add the dashboard to the Home Page Layout: After creating the dashboard, add it to the Home Page Layout. To do this, go to the Home Page Layout editor by clicking on Setup > User Interface > Home Page Layouts. Select the Home Page Layout you want to customize and click on Edit.

  3. Add the dashboard component: In the Home Page Layout editor, click on the section where you want to add the dashboard component. Click on the Components tab and then drag and drop the Dashboard component onto the section.

  4. Select the dashboard: In the Dashboard component properties, select the dashboard you want to display. You can choose to display the entire dashboard or just specific components of the dashboard.

  5. Save the changes: After selecting the dashboard and customizing the Dashboard component properties, click on Save to save the changes to the Home Page Layout.

Once these steps are completed, the Salesforce user will be able to view the specific dashboard on their home page.