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#Dashboard component lightning app builder appexchange how to
#Dashboard component lightning app builder appexchange install

They care about tracking their marketing efforts – incoming leads, how many of those leads are getting converted into opportunities, and what’s coming up on their busy calendar. Then switch to Lightning and build your page! Notes: In order to add charts to a custom homepage, you must create them in Classic and save them with a chart, and they cannot be saved in the Personal Reports folder. See this post for more on creating marketing reports.

Filtered List: My Open Cases – Quick access to their own caseloadīefore building my custom marketer Home page, I created a few reports: Campaigns with Opportunities (by Amount), and Leads by Source.

Jumbotron ( Jumbotron from Silverline from the Component Exchange) – Customize an image, message, and link button to training.

Filtered List: Devices with pictures in rich text fields to see the products customers are using.

Report Chart: Open Cases by Rep – track caseload for each team member.

Report Chart: Cases by Reason – track common issues to make product improvements.

Report Chart: Time per Account – identify which accounts are taking the most representative time.

Rich Text: Custom announcement with link to current activity to drive participation.

Here is what I added to my service manager home page: This means we want to give them easy access to performance and product data, and provide ways for them to easily engage and train their team. Teamwork! They want to make sure their team is engaged, solving customer problems quickly, and continuing to improve customer experience. #2: For Customer Service Managersīefore building my custom service manager Home page, I installed the Service & Support Dashboards pack from the AppExchange. Note: When this post went live in July 2016, I originally had the Task Calendar from Oktana as part of this page.

Filtered List: Active Groups – stay on top of the conversations happening across the company.

Recent Records: Make it easy to navigate back to what you are working on.

Report Chart: New Accounts by Type – Keep an eye of how the Sales team is using the app.

Report Chart: Logins by Dept – see how departments are using Salesforce and identify super users.

Report Chart: Opportunities that need attention – keep an eye on opportunity records that haven’t been touched to make sure your company doesn’t miss potential deals.Jumbotron ( Jumbotron from Silverline from the Component Exchange): Customize an image, message, and link button to useful resources, like.Here are the standard and custom components I added to my admin Home page: Let’s use the Lightning App Builder to build a Home page that gives us all this information in one place. We also want to stay on top of the conversations happening in Salesforce, and be able to quickly navigate to the parts of the app that we are working on. We care about staying on top of all of our tasks, and track how our users are using Salesforce so we can identify superusers and gaps in adoption. Now let’s check out some example Home pages you can build in Lightning! #1: For Adminsīefore building my custom admin Home page, I installed the Adoption Dashboards pack from the AppExchange. Pick a custom domain name, and follow the steps outlined on the My Domain wizard. You can enable MyDomain by typing “My Domain” in Setup search. This is also best practice for any org, check out this Traillhead module to learn more.

#Dashboard component lightning app builder appexchange install

If you want to install components from the AppExchange like I did for some of these examples, you will have to enable MyDomain. Then select the “New” button and select “Home Page” as the type. Go to Setup and type in “Builder” in the search bar to find the Lightning App Builder.

#Dashboard component lightning app builder appexchange how to

For more information on how to migrate to Lightning, check out the Migrate to Lightning trail. This means you need to be using the Lightning Experience. To build a custom home page, you need to use the Lightning App Builder. AND make you look like an #AwesomeAdmin in just a few easy steps.

This is the ultimate way to customize your users’ Salesforce experience, making their jobs easier and your business run smoother. With Summer ‘16, we have the power as Salesforce Admins to build different home pages featuring charts, lists, recent items, tasks, rich text – any number of components – and assign different home pages for each user profile. Well, great news! With Summer ‘16, you can customize Salesforce home pages for your users by using the Lightning App Builder. Are you tired of seeing that “Quarterly Performance Chart” on your home page every time you log in to Salesforce? While that information may be great for your sales users, the rest of your users probably want to see other data more relevant to their job functions.