The Benefits of Learning How to Create a Dashboard in Salesforce

Like any advanced software solution, Salesforce is determined to provide its users with a more flexible and more effective way of doing business. If you’ve asked yourself, what is Salesforce, or what is a dashboard in Salesforce, you’ve come to the right place.


A dashboard in Salesforce is the perfect example of this idea. Utilizing it can help users make decisions based on the data that is coming to them in real time, along with the reports they regularly generate. With the use of a dashboard, it is possible to identify trends more accurately, sort out different quantities and generally measure the impact of all relevant activities. Because of this, the question of how to create a dashboard in Salesforce is important and can provide its users with a multitude of advantages.


Reports Setup

In order to learn how to create a dashboard in Salesforce, you need to also understand that reports in Salesforce are regular activities in this package, but the same also serve a purpose when it comes to its dashboard. This is achieved with the command called “Run reports”, which should be followed up with a “Schedule reports” function, where the customization controls are located. By going to the report builder feature, the users can create their own reports from there. If the option is not present, the user might not attain the right permissions to set it up. If that happens, they should use the Salesforce help desk to check and possibly correct this. But, in any case, setting up reports is definitely the first step in the process of how to create a dashboard in Salesforce. Without them, the dashboard will not be able to provide its benefits to the users.


Activation – The Most Important Step in Process of How to Create a Dashboard in Salesforce

With the right permissions and access and with the process of creating reports in Salesforce completed, the users should activate their dashboard. For this process to begin, the users should find and select their “Dashboards” tab. In it, the option labeled “Create new dashboard” should be selected. Here, any previous dashboards can be edited or deleted through the option of “run reports”, after which the users should choose “Manage dashboards”. But, after selecting “Create new dashboard”, users will be able to pick the option of “New dashboard”, which will bring them to the “Go to dashboard list”. Essentially, the same sequence will bring about the creation of the wanted feature and provide a clear answer on the question how to create a dashboard in Salesforce.


Customization of the Dashboard

Any dashboard in Salesforce can be customized. To do this, users should activate their “Setup” option, from where they should choose the “App setup”. Inside of it, the “Customize” function should be selected. This will lead to the “Home page components”, where the users can enter additional components, provide new images and do much more. At the same time, “Customize” will allow users to go to the “Home page layouts”. Here, using drag and drop method, users can change a lot inside of their dashboard and modify it in the manner that suits them the best.

Using the Salesforce dashboard is a tried and tested way how anyone can start using this great CRM platform with additional benefits and make it into an even more impressive and effective solution.
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.