To see embedded CRM Analytics dashboards, users must have a CRM Analytics Platform permission set license. United Kingdom Set the appropriate Show option on the report run page. As your Salesforce journey continues, mastering dashboards and reports will become a natural step following your understanding of the Salesforce data model. Show Tabular Information with a Lightning Table. Salesforce: A Leader In Supporting The Military Community. This is actually pretty simple: add a Rich Text component in Lightning App Builder. The Tableau Viz Lightning web component only supports the Salesforce Lightning Experience. Watch the recorded presentation of UX Design for Admins & Developers: A Homepage Case Study from TrailheaDX. ; Edit Report Chart settings on the right of the screen. When you practice a human-centered design process, everything is iterative its Discovery-Design-Feedback on loop. Deepak K Rana, MBA ( Hult London ) - Salesforce Technical Lead - LinkedIn Read more in the Foundations of Design Thinking for Salesforce Admins blog post. Change the Dashboard on Your Home Tab - Salesforce Whats the grammar of "For those whose stories they are"? Note:Users in Tableau Cloud who are configured with Salesforce Authentication(Link opens in a new window) will need to reauthenticate to view embedded visualizations in Tableau Cloud. Enter a name for your dashboard and click Create. And of course if you havent had the chance yet to play with this, there is a Trailhead module on this to get your hands on it! . Save your dashboard. See some examples below: And they all have one thing in common: user research. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. As a core out-of-the-box Salesforce feature, dashboards are supported in both Salesforce Classic and Lightning Experience (as seen below). Visit our website: https://go.rotive.io/homepage Follow us on LinkedIn: https://go.rotive.io/LI Salesforce: How To Edit Fields In Search Results. A Salesforce homepage can be edited or created using the Lightning App Builder: a point-and-click tool that enables you to create pages for Salesforce Lightning Experience and the mobile app. for that user in order to avoid having that user having to select a The Nina. You can make components conditionally appear based on criteria you set. These options become extremely helpful when the sharing model for a certain object is set to private, but users who shouldnt otherwise view all the data need to access data on certain dashboard widgets. Its one of the. Provide the name of the Salesforce field to use in filtering. The Einstein Analytics Product team has made it very easy to add the visualisations in core Salesforce aka to embed Einstein Analytics dashboards. Youll need to activate your page before users can see it click Activate in the top, righthand corner. Find out what different groups of users want and need to see, then build your homepage using the super simple Lightning App Builder your users will thank you for it (and I think youll have fun too!). 7. While working on the Salesforce Lightning Dashboard, I noticed that for a specific filter applied on a dashbaord, we can select only one (field) value instead of 2 or more.
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