Tutorials Salesforce

How to create a dashboard in Salesforce

By PortifyLead · Updated 22 September 2026
Salesforce screen from the video: Choose the chart type, give the widget a title and click Add.
The steps below in 53 seconds, recorded in a Salesforce test account. The video loads from YouTube when you press play.

How do I create a dashboard in Salesforce?

On the Dashboards tab, click New Dashboard, name it and click Create. Click + Widget, choose Chart or Table, pick the source report and click Select. Choose how to display it, click Add, then Save and Done.

  1. Open the Dashboards tab and click New Dashboard.
  2. Name the dashboard, pick a folder if you need to, and click Create.
  3. Click + Widget, then Chart or Table.
    Salesforce screen for step 3: Click + Widget, then Chart or Table.
  4. Pick the source report and click Select.
    Salesforce screen for step 4: Pick the source report and click Select.
  5. Choose the chart type, give the widget a title and click Add.
    Salesforce screen for step 5: Choose the chart type, give the widget a title and click Add.
  6. Click Save, then Done.
    Salesforce screen for step 6: Click Save, then Done.

Every widget takes its data from one source report, and different widgets can use different reports, so build the reports first and keep them in folders your dashboard viewers can open. A widget can be a chart, gauge, metric, table, text or image. New dashboards are saved in Private Dashboards unless you choose another folder.

Source: Salesforce’s Build a Lightning Experience Dashboard help article, checked 22 September 2026.

Save LinkedIn contacts to Salesforce, and update the ones you already have.

PortifyLead saves the person you are looking at on LinkedIn as a Salesforce contact, after you review the details. It checks for the email first, so a contact you saved before is updated instead of added again.

Get started free How the Salesforce integration works →
Free plan available · No card required

More Salesforce tutorials