Integrate Dashboards Into Your Mobile Users’ Workflow

CRM Analytics in the Salesforce mobile app gives you several ways to access and interact with dashboards.

Use dashboards as you interact with Salesforce records.

• To make an important dashboard prominent and visible whenever you open a record, embed it directly on a record layout.
• To make a dashboard available from a record without showing it every time you open the record, embed it on a record page tab.
• To create a link from a record to a dashboard so the dashboard opens with filters already applied, use actions, links, and buttons.

Use dashboards in any context with pages and tabs.

• To make a dashboard available along with other Lightning components from outside the Salesforce record context, add your dashboard to a Lightning page.
• To make a dashboard available as its own navigation item on mobile, use web tabs. Dashboards in web tabs are instantly interactive in the Salesforce mobile app. They’re also integrated into your users’ app navigation for seamless access.

• Access Dashboards on Record Layouts
  Embed a dashboard on a record layout when you want to show an important insight every time your users open a record.
• Access Dashboards on Record Page Tabs
  Embed a dashboard on a record page tab when it’s an optional part of your users’ workflow.
• Access Dashboards from a Record with Actions, Buttons, and Links
  Use actions, buttons, and links on records to give your users quick access to a dashboard with filters already applied.
• Access Dashboards on a Lightning Page
  Add your dashboard to a Lightning page, along with other relevant components, so your users can access it from outside the Salesforce record context.
• Access Dashboards Instantly as Navigation Items
  Add a dashboard to your users’ navigation so they can interact with it in any context.
• Get Additional Insights from a Dashboard Widget
  Get interactive navigation from a static dashboard widget with a same single-click.
• Considerations When Viewing Dashboards in a Mobile Web Browser
  When you access dashboards in a mobile browser outside the Salesforce mobile app, keep these limitations in mind.