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          Access Dashboards on Record Layouts

          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.

          When you embed a dashboard on a record page (1), users tap to open the dashboard (2). When the dashboard opens (3), users can interact.

          Screenshots showing app builder and dashboard behavior

          To learn more about adding dashboards to record pages, see Embed Dashboards in Lightning Pages.

          To add a dashboard to a record without showing it every time your users open the record, add it to a record page tab. To learn more, see Access Dashboards on Record Page Tabs.

           
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