Add the Adestra Dashboard (2025) to Salesforce

The Adestra Dashboard is an optional part of the Adestra-Salesforce integration that will be useful if you plan to enable daily event data sync from your Adestra account into Salesforce.

To add the Adestra Dashboard to your home page:

  1. Open the Salesforce app launcher and select the Adestra app.

  2. Open the setup menu (top right menu icons) and select Edit Page.

  3. Search for Dashboard in the component column.

  4. Drag the Dashboard icon into the main display pane.

  5. In the dashboard properties pane (on the right), search for and select Upland Adestra Dashboard in the Dashboard field.

  6. Press the Save button.

    Your Home page should display the Adestra Dashboard.