If you want more control over filtering the Tableau visualization on a records page, you can map a field or parameter in Tableau to a specific field in Salesforce. Basics - SALES FORCE - Get Started with Salesforce Salesforce, Winter How to Build a Dashboard in Lightning Experience | Salesforce All option we have to select values in a filter is to select either, a single value or 'All' the values. Add Reports & Dashboards to Home Page - Propertybase Salesforce Sales Leads view vs. Open Opportunities vs. Embed Tableau Views into Salesforce - Tableau How To Change The Running User For Your Salesforce Lightning Dashboard Before creating a dashboard, we need to create a report that we will use in our dashboard. Once the components are resized and placed to your liking, click Add Component. Tewkesbury 11. Salesforce Jobs Are Available Globally In A Variety Of Industries. Theres many use cases for standard Dashboards which would be much easier than adding tons of Report Chart Lightning Components. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Be simple, Be Social. Click OK. Join our group of 500+ trusted guest posters Click here to start the conversation. In our use case, a sales manager would like to see how his team is performing. You can have multiple homepages in Lightning, assigned as the org default, or assigned to Apps or specific profiles. 29. The best answers are voted up and rise to the top, Not the answer you're looking for? Salesforce Jobs Are Available Globally In A Variety Of Industries. Note: Weve actually seen win/loss rate graphs help teams. Around 8 years of total IT experience with Salesforce.com CRM and Force.com platform as developer and administrator. HI SFDC Yes you can use iframe in lightning component.PFB the sample code : <aura:component implements="forceCommunity:availableForAllPageTypes" access="global"> Show Custom Links in Lightning Home Page - Salesforce Stack Exchange Im not able to find the link.. can you please resend the attachment ?? Be simple, Be Social. My colleague and co-author, Lead Product Designer, To make a homepage that exceeds expectations, go ahead and plan for equal parts discovery, design, and feedback. 11. When the values of these two fields match, the Tableau Visualization component will automatically filter the Tableau view. Now that the Dashboard is created and stored in the right folder, its time to add the widgets. Have you tried to add an Einstein Analytics dashboard to your pages in Salesforce Lightning? The SAML IdP used for Tableau authentication must be either the Salesforce IdP or the same IdP that is used for your Salesforce instance. Click Add More Items. Adding Image to Salesforce - SimplySfdc.com Intro: Professional Customer Management Solution The current manual process of storing and managing customer information is time-consuming and prone to errors for companies. 7. Have something to share? How to create Lightning Page Tabs in Salesforce - Arrify
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