Salesforce - How to Add a Dashboard to Homepage in Salesforce
- George Apostolov
Salesforce - How to Add a Dashboard to Homepage in Salesforce: step-by-step guide
Go to Setup on the top right.
Search for “App Builder” in the Quick Find field and select Lightning App Builder.
Click New and choose Home Page.
Give a Name to the the App.
Choose the layout for the Homepage.
Next, you need to design your homepage.
Drag and drop components like lists, charts, and reports to build your layout.
You can add components for: Tasks Opportunities Leads Cases Dashboards etc.
Click Save.
Activate to make your homepage live.
Choose where to assign it by going to the Page Activation under the Page settings tab.
Add Navigation to the homepage and Finish.
Quick answer: To add a dashboard to your homepage in Lightning App Builder, go to Setup, open Lightning App Builder, and create a new Home Page. Name the app, choose a layout, design the homepage by dragging and dropping components like dashboards, then save, activate, assign the page, and finish.
About this Salesforce tutorial
Customize your Salesforce homepage by adding dashboards and components using the Lightning App Builder. Save, activate, and assign your new layout. This guide covers salesforce - How to Add a Dashboard to Homepage in Salesforce in 12 steps, starting with "Go to Setup on the top right" and finishing with "Add Navigation to the homepage and Finish ". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Add a Dashboard to Homepage in Salesforce take?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - how to add a formula field in salesforce report, Salesforce - how to add a global action in Salesforce and Salesforce - How to Add a Lead Source in Salesforce. Last reviewed 05 Oct 2026.
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