How do I give someone access to my Salesforce dashboard?

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Grant Users Access to the Dashboard Designer
  1. From Setup, enter Analytics in the Quick Find box, then select Settings.
  2. Select Enable dashboard designer, and then click Save.
  3. For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them.



Hereof, how do I share a Salesforce dashboard?

To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.

  1. On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action. (
  2. From the Share With dropdown, select who you want to share with.

Beside above, how can I share a specific dashboard with another user? Click the Share button. In the Share Dashboard dialog, select one or more groups or users from the drop-down list. To remove a group or user from the list, click the x icon. If you want other users to be able to modify the dashboard, select the Allowed to edit dashboard option.

Also, how do I give access to Salesforce reports?

  1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
  2. Select Internal Users. Note Internal users doesn't include customer portal or partner portal users.
  3. Find the user you want, click Share, and choose an access level.
  4. Click Done, review your changes, and click Close.

How do I change folder permissions in Salesforce?

Required Editions and User Permissions

  1. Enter a Folder Label .
  2. If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
  3. Choose a Public Folder Access option.
  4. Select an unfiled report, dashboard, or template and click Add to store it in the new folder.

37 Related Question Answers Found

How do I email a dashboard in Salesforce?

Select notification settings.
  1. Click To me to send an email to your user's address.
  2. Click To others to send an email to additional Salesforce users. Note Portal users receive report and dashboard refresh email notifications when the Allow Reports and Dashboards to Be Sent to Portal Users option is enabled.

Which set of small and large data backup methods are available in native Salesforce?

Which set of small and large data backup methods are available in native Salesforce? d) Mass export wizard, weekly data export service and data loader exports.

How do I create a folder in Salesforce?

To create a folder, click Create New Folder. To edit a folder, click Edit next to the folder name. Alternatively, select a folder name from the Folder dropdown list and click Edit. Note You can modify the contents of a folder only if the folder access level is set to read/write.

How do I change a salesforce report from private to public?

Notes about folder sharing: When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public public/custom folder, select the folder in the Save dialog box.

How do I create a folder in Salesforce lightning?

You can create report and dashboard folders in Lightning Experience.

  1. On the Reports or Dashboards tab, click New Folder.
  2. Name the folder. The folder name must be unique. You cannot have more than one report or dashboard folder with the same name as another report or dashboard folder.
  3. Click Save.

How do I create a group in Salesforce?

In Salesforce, a group is simply a set of users.

Salesforce Service Cloud For Dummies
  1. Click My Groups in the Personal section of the sidebar.
  2. Click the New Group button.
  3. Name the group in the required Label field.
  4. From the Search drop-down, select the type of user collection you want to search for to add to your group.

How do I pin a report in Salesforce?

Keep Favorite Report Folders In View
  1. In the list of report and dashboard folders, hover over any folder, then click .
  2. Select Pin to top. Your folder moves to the top of the folders list.

How do I restrict report access in Salesforce?

Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox . Or, to hide these reports, deselect this checkbox. Click Save.

Why can't I edit a dashboard in Salesforce?

Latest finding, it is caused by View My Team's Dashboards permission is not enable for the user. To investigate why a user not able to edit a dashboard in organizations using enhanced folder sharing. Users can edit some dashboard details and save the changes as the current running user of the dashboard.

What feature would you use to track changes to settings in Salesforce?

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. This is especially useful in organizations with multiple administrators.

It lists:
  • The date and time (with timezone) of the change.
  • Who made it (by username).
  • What the change was.

What must a system administrator consider when setting up the running user for a dashboard?

When setting up the running user for a dashboard, a system administrator must consider the data access permissions which will determine what data the users can view in the source reports and the running user which determines the data that is displayed in the components of the dashboard.

What is dynamic dashboard in Salesforce?

Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.

How do I get permission to delete a shared folder?

To deny deletion of files, proceed like the following:
  1. Go to the properties of your folder.
  2. Select Security and then click on Advanced.
  3. Add the wanted user and deny Delete permission for Delete and Delete Subfolders and files.

How do I create a custom report in Salesforce?

  1. From Setup, enter Report Types in the Quick Find box, then select Report Types.
  2. Click New Custom Report Type.
  3. Select the Primary Object for your custom report type.
  4. Enter the Report Type Label and the Report Type Name .
  5. Enter a description for your custom report type, up to 255 characters long.

How do I create a dynamic dashboard in Salesforce lightning?

Click Save As (or Clone), modify the dashboard settings, and save.
  1. If necessary, create the source reports containing the data you want to display.
  2. From the Dashboards tab, click New Dashboard.
  3. Name the dashboard.
  4. To add a component to the dashboard, click + Component.
  5. To add a filter to the dashboard, click + Filter.

When a dashboard is shared users can edit the dashboard configuration?

There's no way to make Dashboards read only; however, changes to the shared Dashboard won't affect your private version of that Dashboard. You must have Edit permission to share Dashboards and data with the current view.

How do you make a Powerbi dashboard?

How to Create Your First Power BI Dashboard in 4 Easy Steps
  1. Step 1: Collect the data. The first step after you launch the Power BI application is to gain access to your data.
  2. Step 2: Explore your dashboard.
  3. Step 3: Choose the right chart.
  4. Step 4: Save & publish your dashboard.

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