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How to add a skuid page to a Salesforce Lightning Dashboard? 

  • November 19, 2024
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How can I add a skuid page to a Salesforce Lightning Dashboard? 

I am able to add a skuid page to a Salesforce Classic Dashboard by following the instructions in https://docs.skuid.com/v15.3.25/v2/en/skuid/deploy/salesforce/visualforce/dashboard.html

However want to be able to add the Skuid page to the customer’s existing Lightning Dashboard. 

Best answer by david.burns

Harry,

 

There isn’t a way for a Skuid page to exist on a dashboard page side by side with other lightning components. The documentation you linked isn’t using a dashboard page either, it’s cloning an existing Opportunity tab and naming it OpportunitiesDash. You could do that same thing in Lightning, it just wouldn’t be an official Salesforce dashboard page, which is actually a record on the Dashboard standard object. It would be a normal tab, with dashboard in the name and Skuid/Lightning components added.

 

Let me know if I can clarify anything further for you.

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david.burns
Nintex Employee
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  • Nintex Employee
  • 16 replies
  • November 20, 2024
  1. When you’re on the dashboard page, click on the cog in the top right, then click edit page.
  2. Scroll down on the Components section on the left until you find Custom - Managed.
  3. Drag and drop the Skuid Page (Aura) component to your page. 
  4. Assign the Skuid page you wish to show 
  5. Save
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  • 31 replies
  • November 20, 2024

Hi,

Appreciate the input but I do not see a cog except above the navigation which gives me Edit Object not Edit page when the Dashboard is selected.

Within the Dashboard page I have an edit button

 

Clicking the Edit brings up the bar below. Cog opens the properties window.

If I could get to the components then this would work nicely.

Any thoughts or steps on how to get there?

thanks,

~harry

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david.burns
Nintex Employee
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  • Nintex Employee
  • 16 replies
  • Answer
  • November 21, 2024

Harry,

 

There isn’t a way for a Skuid page to exist on a dashboard page side by side with other lightning components. The documentation you linked isn’t using a dashboard page either, it’s cloning an existing Opportunity tab and naming it OpportunitiesDash. You could do that same thing in Lightning, it just wouldn’t be an official Salesforce dashboard page, which is actually a record on the Dashboard standard object. It would be a normal tab, with dashboard in the name and Skuid/Lightning components added.

 

Let me know if I can clarify anything further for you.

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