Cov txheej txheem:

Kuv yuav ua li cas qhia lub dashboard ntawm kuv qhov homepage hauv Salesforce?
Kuv yuav ua li cas qhia lub dashboard ntawm kuv qhov homepage hauv Salesforce?

Video: Kuv yuav ua li cas qhia lub dashboard ntawm kuv qhov homepage hauv Salesforce?

Video: Kuv yuav ua li cas qhia lub dashboard ntawm kuv qhov homepage hauv Salesforce?
Video: Thaum tu txiv tsi hlub koj yuav ua cas 2024, Kaum ib hlis
Anonim

Yog tias koj mus rau Tus Kheej Teeb> Kuv Cov Ntaub Ntawv Tus Kheej> Hloov Kuv Display > Tsev > Customize Kuv Nplooj ntawv (khawm) > Koj yuav tuaj txog ntawm qhov chaw rau Dashboard Snapshot Component. Koj tuaj yeem xaiv qhov twg Dashboard Cheebtsam koj xav kom muaj tso tawm rau koj home page.

Ntxiv mus, yuav ua li cas kuv ntxiv ib dashboard rau kuv homepage hauv Salesforce?

Dashboards ntawm Lightning Experience Home Page

  1. Los ntawm kev teeb tsa, nkag mus rau App Builder hauv lub thawv nrhiav nrawm, tom qab ntawd xaiv Lightning App Builder.
  2. Nyem Tshiab.
  3. Xaiv qhov twg los embed lub dashboard.
  4. Nyem Next.
  5. Muab koj nplooj ntawv app lossis home tab layout ib daim ntawv lo.
  6. Xaiv qhov layout.
  7. Luag thiab tso Dashboard tus qauv tivthaiv rau hauv qhov chaw.

Ib tug kuj yuav nug, pes tsawg dashboards tuaj yeem tso tawm hauv nplooj ntawv ib zaug? 1 Teb. Lub sijhawm no, cov neeg siv khoom tsuas tuaj yeem tso tau txog peb dashboards Cheebtsam ntawm lawv Homepage ntawm ib lub sij hawm.

Ib yam li ntawd, tib neeg nug, Kuv yuav ua li cas tshem lub dashboard ntawm kuv lub homepage hauv Salesforce?

Ua raws

  1. Mus rau: Teeb Tswj Cov Neeg Siv Khoom Profiles.
  2. Xaiv qhov profile rau tus neeg siv.
  3. Nyem Kho kom raug nyob rau sab saum toj ntawm nplooj ntawv.
  4. Nkag mus rau ntu Kev Tso Cai Tswjfwm.
  5. Disable lub thawv rau Tswj Dashboards.
  6. Nyem Txuag.

Kuv yuav hloov qhov homepage hauv Salesforce li cas?

Thaum kho lub Lightning app, xaiv qhov Nplooj ntawv tab, nyem Qhib Nplooj , tom qab ntawd nyem Qhib thiab xaiv Teeb qhov no nplooj raws li cov default Home page . Hauv Teeb tsa - Nkag mus Tsev hauv Quick Find box, ces xaiv Tsev . Nyem Teem Nplooj Ntawv thiab xaiv a nplooj . Txhawm rau kho tus qauv Nplooj ntawv , xaiv System Default.

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