Visit a Link from a Dashboard Component

Want to know how to easily navigate to a link from a dashboard component? This guide provides step-by-step instructions to help you do just that. A sales overview dashboard is a great way for teams to collaborate on opportunities because it provides a complete picture of your pipeline. Dashboard components already link to source reports, so you can get more details, but what if you’re ready to take action? You can do this by providing one-click access to Salesforce records or websites. Dashboard builders give you the ability to link dashboard components to Salesforce records or other websites. Visit a link to start taking action on dashboard insights! The linked component’s destination opens. Steps to add Custom Link to dashboard component Example: Link Somewhere Inside Salesforce To link to the Opportunities tab, enter /lightning/o/Opportunity/list. Example: Link to Another Website To link to Heroku dot com, as described in the prior note, enter https://www.heroku.com/. Request a Free Consultation YOU MIGHT ALSO LIKE