Lightning Dashboards – Here’s what you need to know

When moving from the Classic user interface to Salesforce Lightning, one of the standard features that is instantly upgraded in a big way is Dashboards.  Dashboards in Lightning are now more dynamic, visually more appealing, and come with the flexibility to tailor it exactly to your preferences.

•  Lightning Table component o Columns straight from the source report o  

•  Light mode vs Dark Mode

•  Adjustable Dashboard Grid Sizing o Up to 12 column sizing to allow custom fitting

•  Make Dashboard dynamic – Choose how Users view the data in dashboard

•  Add Custom Dashboard to profile homepages

Once the dashboard components are created, you then have the ability to add a filter to it – allowing the viewer to analyze the data interactively.  Multiple filters can also be created, so

that you can drill down on very specific data.  Some managers may want to see a specific sales teams performance, in a specific territory, during a certain quarter – all can be accomplished through dashboard filters.  You can also lock in a filter, when sharing with another user.

If you are an Org still living in Classic – Lightning dashboards might just be the nudge you need to make the move to Lightning.  It takes all the data you previously consumed in Classic but

makes it more visual, dynamic, and interactive.  Our team specializes in dashboard creation and can help get your teams leverage lightning dashboards right away!