Hello Trailblazers!

Salesforce provides users with a robust reporting toolset that enables businesses to analyze their data, identify trends, and drive smarter decision-making. Among the various types of reports available in Salesforce, Summary Reports stand out as one of the most popular due to their ability to group and summarize data effectively. Summary reports allow users to group rows of data and apply aggregate functions like sums, averages, and counts, making them ideal for tracking metrics across categories.

In this blog, we’ll cover what summary reports are, when and why to use them, and provide step-by-step instructions to create a summary report in Salesforce.

Before you Begin:

In the previous part of this blog, we covered the steps for creating a Tabular Report in Salesforce. Understanding the basics of creating tabular reports is essential. To learn more about it, please follow this link.

What is a Summary Report in Salesforce?

A Summary Report in Salesforce is a type of report that groups data rows based on one or more fields and allows you to perform aggregate calculations, such as sums, averages, and counts, on the grouped data. This makes summary reports particularly useful when you want to analyze data by categories, such as opportunities by sales stage, accounts by region, or cases by priority.

Key Features of Summary Reports:

• Group by Rows: Group records by one or more fields to organize your data.
• Aggregate Functions: Use functions like sum, average, min, max, and count to calculate metrics on the grouped data.
• Subtotals and Grand Totals: Display subtotals for each group and a grand total for all records.
• Charting Capabilities: Use summary reports as the data source for Salesforce dashboard components, such as bar charts, pie charts, or line graphs. (As we discussed already, these capabilities are not available in Tabular Reports. For more, see the previous part of this blog.)
• Conditional Highlighting: Apply conditional formatting to highlight certain values in the report.

When to Use a Summary Report?

Summary reports are perfect when you want to:

• Group Data: You need to group your data into categories like regions, sales stages, or account types.
• Summarize Data: You need subtotals and grand totals, such as total revenue by sales rep or total cases by priority.
• Use Charts: You want to display the report’s data visually in charts within Salesforce dashboards.
• Track Metrics: You want to monitor metrics across multiple categories and timeframes, like tracking lead conversion rates over time.

If you need a simple, flat list of records, you should consider using a Tabular Report instead.

Steps to Create a Summary Report in Salesforce

Let’s walk through the steps to create a summary report.

Step 1: Navigate to the Reports Tab

1. Go to the App Launcher and search for Reports.
2. Click Reports. This will navigate you to the Reports tab.
3. In the Reports tab, select “New Report” located in the upper-right corner.

Step 2: Select a Report Type

When you click on New Report, Salesforce will prompt you to choose a Report Type. This determines the object(s) the report will pull data from.

1. Select the object for your report. For example, if you’re creating report on opportunities, choose Opportunities – Standard report type.
2. If needed, select a related object for your report, such as Opportunities with Products or Accounts with Contacts.
3. Select the Opportunities Report type as shown in the figure below.
4. Click Start Report.

Note: To learn more about creating Custom Report Types in Salesforce, please refer to this link.

Step 3: Define Report Filters

After selecting the report type, Salesforce will open the report builder. Here, you can define and customize the filters to narrow down the data according to your requirements.

1. Standard Filters: Salesforce will automatically apply some filters, such as the date range and object ownership (e.g., My Opportunities, All Opportunities). You can modify these filters based on your requirements.

2. Custom Filters: Add any additional filters to refine your data further. For example, filter opportunities by Stage or Amount to focus on specific subsets of data.

Apply both the standard and custom filters as shown in the figure below.

Step 4: Add and Arrange Columns

Next, add the fields that you want to display as columns in your report and group them to create a summary report.

1. In the left-hand pane, click Outline.
2. In the Add Column search bar, type and select the fields you want to include in your report. For an opportunities report, you might add columns like Opportunity Name, Amount, Stage, and Close Date.

Step 5: Group Report’s Columns by Summary Field:

This is the important step when your tabular reports converts into the summary report.

1. Group Rows: To turn your report into a summary report, you need to group rows by a specific field. Click the down arrow on the desired column as shown in the figure below and select Group Rows by This Field.
   For example, group opportunities by Stage to see totals by sales stage.
2. You can also search for field in the “Add Group” search bar at Group Rows section as shown below.
3. If needed, you can add additional groups by dragging and dropping more fields into the grouping section.

Step 6: Add Summarized Fields (Aggregate Functions)

Summary reports allow you to apply aggregate functions such as sum, min, max, average and median etc.

1. In the report builder, click the drop-down arrow on a numeric field like Amount or Quantity.
2. Select the summary type you want to apply, such as Sum, Average, Max, or Min.
3. You can also add subtotals and a grand total to the report by enabling those options from the Options menu.
4. For now, select “Sum”.

So, in this way, you can also use other aggregate functions too.

Step 7: Add a Chart (Optional)

If you want to visualize your data, you can add a chart to your summary report. This functionality is not available in the tabular reports.

1. Click Add Chart in the report builder.
2. Choose a chart type that best represents your data, such as a bar chart, pie chart, or line graph. Here we are selecting “Donut”.
3. Customize the chart by selecting the fields for the X and Y axes. (in case of Bar charts and Line Charts.)
4. Click outside the chart properties.
5. Click Save to save the chart to your report.

Step 8: Preview and Run the Report

At any point, you can preview the report to see how it looks.

1. Click Run to generate a preview of the report. Salesforce will display the report with real data based on the filters and groupings you have applied.
2. Review the report for accuracy. If adjustments are needed, you can go back and modify filters, groupings, or summarizations.

The final report will look like this.

Step 9: Save and Share the Report

Once you’re satisfied with your summary report, you’ll want to save it so that others can access it.

1. Click Save & Run.
2. Enter a report name, and optionally, provide a description to help other users understand the purpose of the report.

3. Choose the folder where you’d like to save the report. You can save it to your personal folder, a public folder, or a custom folder based on your organization’s structure.
4. Define the sharing settings to control access to the report.

You can also export the report. We already have discussed this in the tabular report blog. Please refer that blog for more details about how to export the report. The link is above and at the bottom of this blog post.

Example Use Cases for Summary Reports

Here are a few real-world examples of how you might use summary reports:

1. Opportunities by Sales Stage: Group opportunities by stage and summarize the total amount in each stage to track the sales pipeline.
2. Cases by Priority: Create a summary report to track the number of cases by priority and see how many high-priority cases are being resolved.
3. Revenue by Region: Use a summary report to group accounts by region and calculate total revenue for each region.
4. Tasks by Owner: Summarize tasks assigned to each team member to monitor productivity and workload distribution.

Benefits of Summary Reports

• Grouping Data: Summary reports allow you to group data by one or more fields, which provides valuable insights into performance across different categories.
• Subtotals and Grand Totals: By adding aggregate functions, you can quickly see key metrics like total revenue, average deal size, or the number of open cases.
• Visualization: With charting options, you can turn your summarized data into visual representations that make it easier to spot trends and make data-driven decisions.
• Flexible and Customizable: Summary reports can be filtered, grouped, and customized in various ways to fit the specific needs of your organization.

Limitations of Summary Reports

• Single Object Reporting: Summary reports are limited to a single report type. If you need to report on multiple objects, you might need a custom report type.
• Static Data: Unlike dynamic dashboards, the data in summary reports does not automatically update unless the report is re-run.
• Complex Calculations: While you can use simple aggregate functions, more complex calculations may require the use of formula fields or more advanced report types like matrix reports.

Conclusion

Summary reports in Salesforce are a powerful tool for analyzing and summarizing your data, allowing you to group records, apply aggregate functions, and visualize key metrics. Whether you’re tracking sales performance, monitoring support cases, or analyzing revenue by region, summary reports provide the flexibility and insights needed to make data-driven decisions.

By following the steps outlined in this guide, you can create custom summary reports very easily.

In the next part of this blog, we’ll learn about creating Matrix Reports in Salesforce.

Until then, Keep Reading !!

 “Kindness is a bridge that turns ordinary days into meaningful memories.”

Related Posts:

1. A Comprehensive Guide on Creating Tabular Reports in Salesforce
2. Summary Reports in Salesforce

You Can Also Read:

1. Introduction to the Salesforce Queues – Part 1
2.Mastering Salesforce Queues: A Step-by-Step Guide – Part 2
3.How to Assign Records to Salesforce Queue: A Complete Guide
4. An Introduction to Salesforce CPQ
5. Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot

Hello Trailblazers!

In Salesforce Lightning Web Components (LWC), the Navigation Service plays a crucial role in creating a seamless user experience by enabling easy, programmatic navigation between different pages, records, or external links.

In the previous Part 1 of this blog we saw the basics of the Navigation Services and how to navigate a user to the record page. If you would like to learn, please follow this link.

In this blog post, we’ll try to cover all the possible scenarios/examples for Navigation Services in Lightning Web Components.

So let’s get started…

Examples of Common Navigation Scenarios in Lightning Web Components

1. Navigate to the New Opportunity record creation page:

Please find below the code snippet that demonstrates how the Navigation Service can be used to navigate to the New Opportunity record creation page when the ‘Create New Opportunity’ button is clicked.

navigationTest.html

<template>
    <lightning-card title="Navigation Service Demo">
        <div class="slds-p-left_medium">
            <lightning-button label="Create New Opportunity" onclick={navigateToNewOppPage}></lightning-button>
        </div>
    </lightning-card>
</template>

navigationTest.js

import { LightningElement } from 'lwc';
import { NavigationMixin } from 'lightning/navigation';
export default class NavigationTest extends NavigationMixin(LightningElement) {
 navigateToNewOppPage() {
        this[NavigationMixin.Navigate]({
            type: 'standard__objectPage',
            attributes: {
                objectApiName: 'Opportunity',
                actionName: 'new'
            },
        });
    }
}

navigationTest.xml

<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
    <apiVersion>61.0</apiVersion>
    <isExposed>true</isExposed>
    <targets>
        <target>lightning__AppPage</target>
        <target>lightning__HomePage</target>
        <target>lightning__RecordPage</target>
    </targets>
</LightningComponentBundle>

2. Navigate to the Opportunity Home Page

navigationTest.html

<template>
    <lightning-card title="Navigation Service Demo">
        <div class="slds-p-left_medium">
            <lightning-button label="Go to Opportunity Home Page" onclick={navigateToOpportunityHome}></lightning-button>
        </div>
    </lightning-card>
</template>

navigationTest.js

import { LightningElement } from 'lwc';
import { NavigationMixin } from 'lightning/navigation';

export default class NavigationTest extends NavigationMixin(LightningElement) {
 navigateToOpportunityHome() {
        this[NavigationMixin.Navigate]({
            type: 'standard__objectPage',
            attributes: {
                objectApiName: 'Opportunity',
                actionName: 'home'
            }
        });
    }

}

3. Navigation to external URL

handleNavigateToExternalPage() {
    this[NavigationMixin.Navigate]({
        type: 'standard__webPage',
        attributes: {
            url: https://blogs.perficient.com/author/amasane/'
        }
    });
}

4. Navigating to a List View

To navigate to a list view, use the standard__objectPage type. You can also specify a filter in the filterName attribute.

handleNavigateToListView() {
    this[NavigationMixin.Navigate]({
        type: 'standard__objectPage',
        attributes: {
            objectApiName: 'Contact',
            actionName: 'list'
        },
        state: {
            filterName: 'Recent' // Optional filter for list views
        }
    });
}

5. Navigating to a Custom Tab

If you have a custom Lightning app page or a Visualforce tab, use the standard__navItemPage type.

handleNavigateToCustomTab() {
    this[NavigationMixin.Navigate]({
        type: 'standard__navItemPage',
        attributes: {
            apiName: 'MyCustomTab'
        }
    });
}

6. Navigating to a Related List

If you want to take users to a related list for a particular record, use the standard__recordRelationshipPage type.

handleNavigateToRelatedList() {
    this[NavigationMixin.Navigate]({
        type: 'standard__recordRelationshipPage',
        attributes: {
            recordId: this.recordId,    (you can also put recordId manually)
            objectApiName: 'Account',
            relationshipApiName: 'Contacts',
            actionName: 'view'
        }
    });
}

Conclusion

Through the examples provided above, we’ve demonstrated how developers can effectively utilize Navigation Services within their Lightning Web Components to enhance navigation and user experience.

Happy Reading !!

The journey of learning never ends; every moment is a chance to grow.

Related Posts:

1. 1. Basic Navigation Services in LWC
   2. Navigate to different pages

You Can Also Read:

1.A Comprehensive Guide to Custom Report Type in Salesforce
2.Mastering Salesforce Queues: A Step-by-Step Guide – Part 2
3.How to Assign Records to Salesforce Queue: A Complete Guide
4. An Introduction to Salesforce CPQ
5. Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot

Hello Trailblazers!

Lightning Web Components (LWC) has transformed how developers create modern and efficient applications within the Salesforce platform. One of the key functionalities that enhances user experience in LWC is the Navigation Service. This service allows developers to navigate between different components, pages, or external URLs with ease.

In this blog, we’ll explore the Navigation Service in detail, covering its key features, use cases, and examples to help you use it effectively in your Lightning Web Components.

In Part 1 and Part 2 of this Navigation Series, we’ve tried to cover all the scenarios possible by Navigation Service in LWC.

So, let’s get started…

What Is Navigation Service in LWC?

The Navigation Service in Lightning Web Components provides a way to navigate programmatically between pages in the Salesforce app. It allows developers to direct users to standard Salesforce Record pages, Objects, Custom Tabs, Related Lists, custom components, or external websites with minimal effort.

Key Use Cases for Navigation Service

Some of the most common use cases for Navigation Services include:

1. Navigating to a Record Page: Redirect users to a specific record in the app, such as an account, contact, or custom object.
2. Navigating to a List View: Guide users to a list view, showing filtered records based on custom criteria.
3. Navigating to a Custom Tab or Lightning Component: Direct users to custom pages or components in your app, including utility tabs.
4. Navigating to an External URL: Open an external website or resource when users click on a link or button.
5. Navigating in Communities: Redirect users within a Salesforce Community to different pages or community tabs.

How to Implement Navigation Service in LWC

Now that we’ve covered the basics, let’s dive into how to implement the Navigation Service in your LWC Components.

Step 1: Import the Required Modules

First, you need to import the NavigationMixin from the lightning/navigation service. This mixin provides the methods required for navigation.

import { NavigationMixin } from 'lightning/navigation';

Step 2: Extend the NavigationMixin

Next, extend the NavigationMixin in your component’s class. This allows your component to inherit the navigation functionality.

export default class MyComponent extends NavigationMixin(LightningElement) {
    // Component logic here
}    

Step 3: Define a Navigation Method

To navigate between pages, you’ll define a method in your component that uses the navigate() function from the NavigationMixin.

Example: Navigating to a Record Page

handleNavigateToRecord() {
    this[NavigationMixin.Navigate]({
        type: 'standard__recordPage',
        attributes: {
            recordId: this.recId,   (you can also paste particular record id here in some cases)
            objectApiName: 'Account',
            actionName: 'view'
        }
    });
}

In this example, the type is set to standard__recordPage, which specifies that you’re navigating to a record page. The attributes section defines the recordId, the object (Account), and the action (view or edit).

Step 4: Use the Navigation Method in the Template

Add a button or another interactive element in the component’s template/html side to trigger the navigation method when clicked.

<template>
    <lightning-card title="Navigation Service Demo">
        <div class="slds-p-left_medium">
            <lightning-button label="Go to Account" onclick={handleNavigateToRecord}></lightning-button>
        </div>
    </lightning-card>
</template>

Now, when the user clicks the button, they’ll be redirected to the specified account record.

In Part 2 of this blog post, we’ll see more scenarios in which Navigation Service can be used.

The Navigation Service in Lightning Web Components is a versatile tool that allows for efficient, programmatic navigation within the Salesforce platform. By understanding how to navigate between standard pages, custom components, and external URLs, you can greatly enhance the user experience in your LWC applications.

Happy Reading !!

The journey of learning never ends; every moment is a chance to grow.

Related Posts:

1. 1. Basic Navigation Services in LWC
   2. Navigate to different pages

You Can Also Read:

1.A Comprehensive Guide to Custom Report Type in Salesforce
2.Mastering Salesforce Queues: A Step-by-Step Guide – Part 2
3.How to Assign Records to Salesforce Queue: A Complete Guide
4. An Introduction to Salesforce CPQ
5. Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot

Hello Trailblazers!

Dynamic Dashboards in Salesforce are a powerful tool that allows users to view data and metrics based on their individual access levels without needing to create separate dashboards for different users or roles. This feature enhances the customization and personalization of data visualization, making it easier for users to track performance, monitor KPIs, and make data-driven decisions relevant to their specific roles.

In this blog post, we’ll learn:

1. What is Dynamic Dashboard?
2. Key Features of Dynamic Dashboards.
3. Difference between Standard and Dynamic Dashboards.
4. Steps to create Dynamic Dashboards.
5. Limitations of the Dynamic Dashboard

So let’s get started…

What Are Dynamic Dashboards in Salesforce?

A Dynamic Dashboard in Salesforce allows users to view a dashboard that automatically adjusts based on the logged-in user’s data access and permissions. Unlike traditional dashboards, where data is static and the same for all users, dynamic dashboards adapt based on each user’s security settings, ensuring that sensitive data is only visible to those with the appropriate access.

Key Features of Dynamic Dashboards:

• Personalized Data: Data displayed on the dashboard is personalized based on the logged-in user’s role and access.
• Single Dashboard for Multiple Users: No need to create separate dashboards for each user or role.
• Real-Time Insights: Users can monitor their specific metrics in real-time without viewing data outside their access level.
• Simplified Maintenance: One dashboard serves multiple users, reducing the need to update or manage multiple versions.

Differences Between Standard and Dynamic Dashboards:

Note: If you’re interested in learning more about Salesforce Dashboards, how to create them, and the various dashboard components available in Salesforce Lightning, please feel free to explore this link.

How to Create a Dynamic Dashboard in Salesforce

Creating a dynamic dashboard is straightforward, and the process is similar to creating a standard dashboard, with an additional setting to make it dynamic. Here’s how you can set up a dynamic dashboard:

Step 1: Create a Dashboard in Dashboard Builder

1. Navigate to the Dashboard Tab from App Launcher.
2. Click “New Dashboard”.
3. Select Reports: Dynamic dashboards pull data from reports, so ensure that your reports are set up correctly to capture the relevant data.
4. Add various components (charts, tables, metrics) to visualize your data. You can customize each component to display specific data based on the reports you’ve created.

Note: If you would like to learn more about various dashboard components in Salesforce and how they’re created, please follow this link.

Step 2: Set the Dashboard to Dynamic

This is the critical step that transforms a regular dashboard into a dynamic one.

Follow the below steps:

1. On the Dashboard Page, click “Edit” located in the top right corner.
2. In the dashboard builder, click on the settings icon (gear icon) beside the Save button.
3. Scroll down to the ‘View Dashboard as section’.
4. You will see an option that says “View dashboard as.” Here, you can define who will be the “running user” for the dashboard.
5. Select “Let dashboard viewers choose whom they view the dashboard as”. This option allows the dashboard to dynamically display data based on the logged-in user’s access.
6. Click Save to enable the dashboard as dynamic.
7. Again click Save on the Dashboard builder page.
8. Click Done.
9. Refresh the page.
   You can see the Change button beside the ‘Viewing as – Current User i.e. F Demo’ as shown in the figure below.
   
10. Click on Change.
11. Select the user from your org – Here I’m selecting another user from my org: Karan Dalwani
12. Click on Apply.
13. Click Save and refresh the page.

You will notice that the user has been updated, and the dashboard now displays only the data that the user has access to.

The current user has more limited access to Opportunities compared to the previous user. As a result, the Gauge Chart component now displays only the records that the current user has permission to view.

Limitations of the Dynamic Dashboard:

1. You can have a Dynamic Dashboard:

• Enterprise Edition: Up to 5 dynamic dashboards.
• Unlimited and Performance Editions: Up to 10 dynamic dashboards.
• Developer Edition: Up to 3 dynamic dashboards.

2. Dynamic dashboards cannot be saved in a private folder.
3. Dynamic dashboards must be refreshed manually, as scheduled refreshes are not supported.
4. Subscriptions to dynamic dashboards are not allowed.

Best Practices for Dynamic Dashboards

1. Use Filters to Customize Further: You can add filters to your dynamic dashboards to give users even more control over the data they see. For example, users can filter data based on regions, departments, or time periods.
2. Leverage Existing Reports: When creating dynamic dashboards, use existing summary or matrix reports to quickly visualize data. This can save time and effort in building complex data sources from scratch.
3. Monitor Performance: Be mindful of the dashboard’s performance. If a dynamic dashboard is pulling large amounts of data or too many components, it may slow down. Simplify where possible to ensure a smooth user experience.
4. Test the Dashboard as Different Users: Before deploying a dynamic dashboard, test it by logging in as different users (using the “Login As” feature or test users) to ensure that the data displayed is correct for each role.

Conclusion

Dynamic dashboards in Salesforce are a valuable feature that enables users to view personalized data based on their roles and access levels. This eliminates the need for multiple dashboards while ensuring data security and relevance. By following the steps outlined in this guide, you can easily create and manage dynamic dashboards that provide your team with real-time, customized insights.

Happy Reading !!

The journey of learning never ends; every moment is a chance to grow.

Related Posts:

1. Salesforce Dashboards
2. Build a Dashboard
3. Dynamic Dashboards Salesforce

You Can Also Read:

1.A Comprehensive Guide to Custom Report Type in Salesforce
2.Mastering Salesforce Queues: A Step-by-Step Guide – Part 2
3.How to Assign Records to Salesforce Queue: A Complete Guide
4. An Introduction to Salesforce CPQ
5. Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot

Hello Trailblazers!

Salesforce Lightning Experience is packed with powerful tools that allow users to visualize, analyze, and act on their data more efficiently. Dashboard are an integral part of this functionality, providing real-time insights into your Salesforce data with visually compelling charts, graphs, and tables.

One of the key features in Salesforce Lightning is the ability to embed these dashboards directly into Lightning pages. This makes it easier for users to view important metrics without navigating to the separate Dashboard tab.

In this blog, we’ll explore how to add dashboards to Lightning Pages in Salesforce Lightning, including use cases, step-by-step instructions, and best practices for maximizing dashboard effectiveness.

Step-by-Step Guide to Adding Dashboards to Lightning Pages

Step 1: Create a Dashboard in Salesforce

Before embedding a dashboard into a Lightning page, you need to have a dashboard ready. If you don’t already have one, follow these steps to create a dashboard in Salesforce:

1. In Salesforce Lightning, navigate to the Dashboards tab from the App Launcher.
2. Click the New Dashboard button in the upper right corner.
3. Give the name and description (optional). Choose a folder to store the dashboards in it.
4. Use the + Component button to add various components to your dashboard. Select reports, choose the chart type (e.g., bar, line, pie), and configure filters as needed.
5. Once you’re done configuring the dashboards, click Save to make it available for use.

In our previous blog on Salesforce Dashboards, we provided a detailed explanation on how to create dashboards in Salesforce Lightning. If you’re interested in learning more, feel free to follow this link.

Step 2: Open the Lightning App Builder

Next, you’ll use the Salesforce Lightning App Builder to add the dashboard to a Lightning page.

1. Navigate to Lightning App Builder:

   • In Salesforce, go to Setup by clicking the gear icon at the top-right corner.
   • In the Quick Find box, type Lightning App Builder, and click Lightning App Builder as shown below.

2. Choose a Page to Edit or Create a New Page:

• You can either edit an existing Lightning page or create a new one.
• Select where to embed the dashboards (Note: Record pages do not support embedded dashboards).
  To embed a dashboards on an app page, choose “App Page.”
  To embed a dashboards on the Home tab, choose “Home Page.”
• Click Next.
• Give a label to your app page or home tab layout. Then, click Next.
• Choose a layout. Then, click Done.

Step 3: Add a Dashboard Component to the Lightning Page

Here we’re adding the dashboard to the Home Page.

1. In the Lightning App Builder canvas, locate the Dashboard component from the list on the left panel.
2. Drag and drop the Dashboard component onto your Lightning page in the desired location as shown in the figure below.

Configure the Dashboard Component:

After placing the component, a panel will appear on the right-hand side. Here, you can configure the settings for the dashboards component:

• • • Select Dashboard: Choose the dashboard you want to display from the drop-down list.
    • Height: Adjust the height of the dashboard component to ensure it fits well on the page.
    • Filters: If your dashboard contains filters, configure them as needed.
    • View as User: You can select a specific user to view the dashboard as, or you can choose to display it based on the current user’s permissions.

Step 4: Save and Activate the Page:

1. • After configuring the dashboard component, click Save.
   • To make the page live for users, click Activate. You can choose to assign this Lightning page as the default for specific apps, profiles, or record types.

Thus, the dashboard on the Home page will look like this:

Note: If you’re interested in learning more about Salesforce Dashboards, how to create them, and the various dashboard components available in Salesforce Lightning, please feel free to explore this link.

Best Practices for Placing Dashboards on Lightning Pages

1. Choose Relevant Dashboards: Make sure the dashboard is relevant to the Lightning page it’s being added to. For example, add a sales performance dashboard to the Opportunity record page, or add a customer service dashboards to the Case page.
2. Optimize Dashboards Size: Adjust the height of the dashboards component so that it fits well on the page without overwhelming other important components.
3. Use Dynamic Dashboards: Take advantage of Dynamic Dashboards that show data based on the logged-in user’s access and permissions, ensuring that the dashboards reflects data relevant to each user.

Conclusion

Adding dashboards to Lightning pages in Salesforce can significantly enhance user experience by providing quick and easy access to important data. By embedding dashboards directly into Lightning pages, users can gain real-time insights, streamline workflows, and improve decision-making. Following the steps outlined in this guide, you can easily configure and embed dashboards into your Salesforce Lightning pages, customizing the experience to suit the needs of your organization.

Happy Reading !!

The journey of learning never ends; every moment is a chance to grow.

Related Posts:

1. Default Dashboards on User’s Homepage
2. Embed Dashboards in Lightning Pages

You Can Also Read:

1. Introduction to the Salesforce Queues – Part 1
2.Mastering Salesforce Queues: A Step-by-Step Guide – Part 2
3.How to Assign Records to Salesforce Queue: A Complete Guide
4. An Introduction to Salesforce CPQ
5. Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot