Setting up a dashboard

Dashboards can be created in Lightning Experience and Salesforce Classic, but in this chapter we'll be digging into Lightning Experience.

For all the details on how to deal with Classic Dashboards, refer to the Salesforce Help at https://help.salesforce.com/articleView?id=dashboards_create.htm&type=5.

Before creating a dashboard, make sure you have at least one source report (refer to the previous chapter for more information on them).

Navigate to App Launcher | Dashboards and click on the New Dashboard button. If you're using a brand-new Developer Edition org, you won't see any dashboards.

Next, add the name and description of your new report (as shown in the following screenshot), but and leave the Folder field as ...

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