Create Salesforce dashboards

This section provides general guidance on how Salesforce dashboards can be created.

Salesforce Classic instructions

To create a Salesforce dashboard, complete the following steps:

1. Go to the Salesforce Reports tab and select New Dashboard....
2. In the preview pane of the dashboard builder, select the X at the top of each column to remove the column.
   • If column(s) have been removed, select the + icon to add a column back. Salesforce dashboards can have a maximum of three columns.
3. In the left-hand side menu bar, select the Components tab and then select and drag dashboard components into the dashboard builder. A single dashboard can have up to 20 components.
   • Select and drag the top name bar of any component to move a component around the dashboard.
4. In the left-hand side menu bar, select the Data Sources tab and then select and drag Salesforce reports to fill each of the components in the dashboard builder.
   • Select the My sub-tab to view only your personal Salesforce reports.

5. At the top-left of each of the dashboard columns, select the size dropdown and select either Narrow, Medium, or Wide to change the size of the column. Changing the column size impacts the information that can be displayed in each dashboard component.
6. At the top of the dashboard builder, select the Select to enter a dashboard description. field to enter a description that will appear at the top of the dashboard.
7. At any point, select the top-right wrench icon of each component to open the Component Editor. Here, you can edit how the information in the component is displayed, with each change made available in the preview window.
   • The Component Editor can also be used to change the component type (for example, changing a Horizontal Bar Chart to a Vertical Bar Chart).
8. Select Save.
9. In the Save Dashboard pop-up, enter the following information and then select Save again:
   • Title: Enter a name for the dashboard.
   • Dashboard Unique Name: This field auto-populates.
   • Save to: Select the location where the dashboard should be saved.

The dashboard should now be available in the Salesforce Dashboards tab in the folder that was selected as the storage location.

Salesforce Lightning instructions

1. Go to the Dashboards app and select New Dashboard.
2. In the New Dashboard pop-up, In the New Dashboard pop-up, enter the following information and then select Create:
   • Name: Enter a name for the dashboard.
   • Description: Optional. For this example, it is left blank.
   • Folder: Select Select Folder to choose the location where the dashboard should be saved.
3. Select + Component to add a component to the dashboard builder.
4. In the Select Report pop-up, find and select the Salesforce report that will be used as the source for the component, and then select Select.

5. In the Add Component pop-up, select one of the component types in the Display As section.
   • You can also choose a variety of visual options for the dashboard component, including swapping the Y-axis and X-axis or choosing between a light theme and a dark theme. Each change that is made is instantly available to review in the Preview window.
6. Select Add.
7. Select and drag the component around the dashboard builder to change the component’s positioning. Users can also select the edges of the component and drag them to change the size of the component.
   • Select the pencil icon at the top-right corner of any component to edit the component, or the X to remove the component from the dashboard.
8. Repeat steps 3-7 to add more components to the dashboard. A single dashboard can have up to 20 components.
9. Select Save.

The dashboard should now be available in the Salesforce Dashboards tab in the folder that was selected as the storage location.