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Home Tech Salesforce

A Dashboard in Salesforce Lightning

Jack Winshaw by Jack Winshaw
March 17, 2022
in Salesforce
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A visual representation of your data that you can use to track key performance indicators (KPIs), metrics, and goals. You can also use dashboards to collaborate with other users and share insights.

Salesforce Lightning is a powerful tool that can help you make the most out of your data. With Lightning, you can easily create dashboards that track your KPIs and metrics. You can also use dashboards to collaborate with other users and share insights. In this article, we will discuss how to create a dashboard in Salesforce Lightning. We will also explore some of the benefits of using a dashboard in Lightning. Let’s get started!

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how to create a dashboard in salesforce lightning

Creating a dashboard in Salesforce Lightning is easy. Just follow these simple steps:

1. Log into your Salesforce account and click on the “Dashboards” tab.

2. Click on the “New Dashboard” button.

3. Give your dashboard a name and select the “Lightning Experience Dashboard” option.

4. Click on the “Add Component” button.

5. Select the type of data you want to display on your dashboard.

6. Drag and drop the component onto your dashboard.

7. Configure the component settings as needed.

8. Repeat Steps 5-7 for each component you want to add to your dashboard.

9. Click on the “Save” button.

Introduce the new dashboard feature in Salesforce Lightning

Salesforce Lightning is a powerful tool that can help you make the most out of your data. With Lightning, you can easily create dashboards that track your KPIs and metrics. You can also use dashboards to collaborate with other users and share insights. In this article, we will discuss how to create a dashboard in Salesforce Lightning. We will also explore some of the benefits of using a dashboard in Lightning. Let’s get started!

A dashboard is a visual representation of your data that you can use to track key performance indicators (KPIs), metrics, and goals. You can also use dashboards to collaborate with other users and share insights.

Show how to use different types of charts and filters to customize the data displayed on a dashboard

Salesforce Lightning is a powerful tool that can help you make the most out of your data. With Lightning, you can easily create dashboards that track your KPIs and metrics. You can also use dashboards to collaborate with other users and share insights. In this article, we will discuss how to create a dashboard in Salesforce Lightning. We will also explore some of the benefits of using a dashboard in Lightning. Let’s get started!

A dashboard is a visual representation of your data that you can use to track key performance indicators (KPIs), metrics, and goals. You can also use dashboards to collaborate with other users and share insights. There are many different types of charts and filters that you can use to customize the data displayed on a dashboard. For example, you can use a line chart to track your sales over time. Or, you can use a pie chart to show the percentage of sales that each product contributes.

Discuss best practices for creating effective dashboards

Salesforce Lightning is a powerful tool that can help you make the most out of your data. With Lightning, you can easily create dashboards that track your KPIs and metrics. You can also use dashboards to collaborate with other users and share insights. In this article, we will discuss how to create a dashboard in Salesforce Lightning. We will also explore some of the benefits of using a dashboard in Lightning. Let’s get started!

A dashboard is a visual representation of your data that you can use to track key performance indicators (KPIs), metrics, and goals. You can also use dashboards to collaborate with other users and share insights. There are many different types of charts and filters that you can use to customize the data displayed on a dashboard. For example, you can use a line chart to track your sales over time. Or, you can use a pie chart to show the percentage of sales that each product contributes.

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