When you’re ready to share Salesforce data with colleagues, build a dashboard. Dashboards
let you curate data from reports using charts, tables, and metrics. If your colleagues need more
information, they can view your dashboard’s data-supplying reports.
Required Editions
| Available in: Salesforce Classic
and Lightning Experience |
| Available in: Essentials, Group (View Only), Professional,
Enterprise, Performance, Unlimited, and Developer
Editions
|
| User Permissions Needed |
| To build a dashboard: |
Drag-and-Drop Dashboard Builder |
- Build a Lightning Experience Dashboard
Build a Lightning Experience dashboard to provide a graphical view of the Salesforce data in reports.
- Build a Salesforce Classic Dashboard
Build a dashboard to provide a graphical view of the data in your reports.
