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Change the Dashboard on Your Home Tab in Salesforce Classic

If your Home tab contains a dashboard snapshot, you can change the dashboard.

Required Editions

Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Note
Note The link to customize your Home tab in Salesforce Classic is only available if your Salesforce admin has customized your home page layout to include a dashboard. Only your admin can add or remove the Dashboard snapshot component from your home page.
  1. Click Customize Page in the Dashboard section of the Home tab.
    A Home tab with the Dashboard showing. The Customize Page button is in the top right corner.
  2. Search for a dashboard and select a different dashboard from the dropdown list.
    The Customize Your Home Page section with a dropdown list of dashboards. The Company Performance Dashboard is highlighted.
  3. To show the new dashboard, or to refresh its data, click Refresh.
    A Home tab with the Dashboard showing. The Refresh button is toward the top left-center of the page.

See Also