How do I customize Salesforce dashboards?
Salesforce dashboards are a great way to quickly view and analyze important data related to your business. Customizing your Salesforce dashboards allows you to tailor the information you see to your specific needs, making it easier to identify trends and make informed decisions. Knowing how to customize Salesforce dashboards can help you get the most out of the platform and make the most of your data.
Grace Everwood
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10 steps
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19 seconds
Salesforce
1
Go to [https://salesforce.com](https://salesforce.com)
2
Click the “New Dashboard” button.
3
Select the type of dashboard you want to create.
4
Enter a name for the dashboard in the “Dashboard Name” field.
5
Select the layout of the dashboard from the “Choose a Layout” drop-down menu.
6
Click the “Add Components” button.
7
Select the type of component you want to add from the “Choose a Component” drop-down menu.
8
Select the data you want to display in the component from the “Choose Data” drop-down menu.
9
Click the “Save” button.
10
Click the “Run Dashboard” button.