Summary  
This chapter covers how to configure and customize a dynamic dashboard interface by pinning dashboards for quick access, editing layouts, and adding or resizing widgets to display real-time metrics.

General domain of usage  
Business intelligence and analytics

Dashboards provide a centralized view of key metrics, allowing users to track performance at a glance. In this chapter, we will cover how to pin dashboards for easy access, add new widgets, and fully customize the dashboard experience.


By leveraging dashboard customization, businesses can streamline their data analysis, making key insights instantly accessible.

How can you quickly access a dashboard in Salesforce?

Why is it important to save dashboard changes before exiting?

Questo è un corso introduttivo per principianti che non hanno mai utilizzato un CRM prima d'ora, ma che dovranno utilizzare Salesforce come parte fondamentale del proprio lavoro. Le professioni coinvolte includono analisti aziendali, marketer, PR, redattori di contenuti e tutti coloro che possono essere chiamati a lavorare con Salesforce in diverse modalità (un marketer potrebbe concentrarsi sulla qualificazione dei lead, un altro potrebbe essere interessato alla chiusura delle opportunità, un altro ancora potrebbe gestire il calendario delle email). Sempre più spesso, queste professioni richiedono la conoscenza di Salesforce (o di altri CRM), rappresentando una barriera all'assunzione.

You'll get crystal clear on why Salesforce is such a game-changer for businesses by diving into a relatable real-world scenario. Through the story of EcoMarket Deliveries, you'll explore the common pain points businesses face without a structured CRM system—from disorganized data to missed opportunities—and discover exactly how Salesforce solves these challenges with powerful, streamlined solutions.

Learn to navigate and customize the Salesforce interface while mastering key concepts like leads, opportunities, accounts, and contacts. Tackle real-world challenges with EcoMarket Deliveries, from adding new leads manually to bulk importing them efficiently. Gain practical skills to qualify and convert leads, moving them through the sales funnel to drive business success.

Learn to turn prospects into customers using EcoMarket strategies, understand what opportunities signify, and get hands-on with creating and editing opportunity records. Explore sales stages for revenue forecasting and discover how to associate products or services with deals to enhance your sales workflow.

Learn to set up Salesforce Service Cloud, manage cases, and leverage the Knowledge Panel for enhanced customer support.

Discover how to segment emails, apply advanced filters, and automate communications using Merge Mail. Improve response times and maintain consistency in messaging with Salesforce's built-in email optimization features.

Master Salesforce reporting and analytics by creating reports, dashboards, and leveraging data insights.

Building Your First Full Salesforce Dashboard

1. How can you quickly access a dashboard in Salesforce?

2. Why is it important to save dashboard changes before exiting?

Awesome!

Building Your First Full Salesforce Dashboard

1. How can you quickly access a dashboard in Salesforce?

2. Why is it important to save dashboard changes before exiting?