How to Create a Dashboard in Salesforce (2026) | Step-by-Step

Learn how to create a dashboard in Salesforce from scratch using the most current method available in 2026. This tutorial walks you through building reports, selecting the right dashboard components, configuring filters, and publishing your dashboard so your team can access real-time data. Whether you are setting up a sales pipeline overview or a custom analytics view, this method works across Salesforce editions and does not require admin-level experience. You will also learn how to arrange widgets, set refresh schedules, and share dashboards with specific users or groups. Everything shown here reflects the latest Salesforce interface. Follow along and have your dashboard live before the video ends.