---
schema_version: "1"
id: 46e781e5328910f5b8e6afcd548998a80ca8b4f0d012c6940dd064b0a7bce0e7
title: Integrate Dashboards Into Your Mobile Users’ Workflow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_mobile_dashboard_embed.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_embed.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b785821c5038781ee0149e878d74dce472d4802d9809d33d9b7290c244972e28
description: CRM Analytics in the Salesforce mobile app gives you several ways to access and interact with dashboards.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Integrate Dashboards Into Your Mobile Users’ Workflow

CRM Analytics in the Salesforce mobile app gives you several ways to access and interact with dashboards.

Use dashboards as you interact with Salesforce records.

- To make an important dashboard prominent and visible whenever you open a record, embed it directly on a record layout.
- To make a dashboard available from a record without showing it every time you open the record, embed it on a record page tab.
- To create a link from a record to a dashboard so the dashboard opens with filters already applied, use actions, links, and buttons.

Use dashboards in any context with pages and tabs.

- To make a dashboard available along with other Lightning components from outside the Salesforce record context, add your dashboard to a Lightning page.
- To make a dashboard available as its own navigation item on mobile, use web tabs. Dashboards in web tabs are instantly interactive in the Salesforce mobile app. They’re also integrated into your users’ app navigation for seamless access.

- **[Access Dashboards on Record Layouts](https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_embed_record_layout.htm&release=264.0.0&type=5)**  
    Embed a dashboard on a record layout when you want to show an important insight every time your users open a record.
- **[Access Dashboards on Record Page Tabs](https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_embed_record_tab.htm&release=264.0.0&type=5)**  
    Embed a dashboard on a record page tab when it’s an optional part of your users’ workflow.
- **[Access Dashboards from a Record with Actions, Buttons, and Links](https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_embed_record_links.htm&release=264.0.0&type=5)**  
    Use actions, buttons, and links on records to give your users quick access to a dashboard with filters already applied.
- **[Access Dashboards on a Lightning Page](https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_embed_lightning_page.htm&release=264.0.0&type=5)**  
    Add your dashboard to a Lightning page, along with other relevant components, so your users can access it from outside the Salesforce record context.
- **[Access Dashboards Instantly as Navigation Items](https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_embed_web_tab.htm&release=264.0.0&type=5)**  
    Add a dashboard to your users’ navigation so they can interact with it in any context.
- **[Get Additional Insights from a Dashboard Widget](https://help.salesforce.com/s/articleView?id=analytics.bi_mobile_dashboard_interact.htm&release=264.0.0&type=5)**  
    Get interactive navigation from a static dashboard widget with a same single-click.
- **[Considerations When Viewing Dashboards in a Mobile Web Browser](https://help.salesforce.com/s/articleView?id=analytics.bi_embed_mobile.htm&release=264.0.0&type=5)**  
    When you access dashboards in a mobile browser outside the Salesforce mobile app, keep these limitations in mind.