Slaesforce FAQ

can chatter users see dashboards salesforce

by Dr. Issac Kiehn Published 2 years ago Updated 2 years ago
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Chatter Free users don’t see tabs like other Salesforce users. Salesforce administrators can upgrade a Chatter Free license to a standard Salesforce or Lightning Platform Starter license at any time. But can’t convert a standard Salesforce, Lightning Platform Starter, or Chatter Only license to a Chatter Free license.

Chatter only users have access to reports and dashboards but cannot use global search to find them.

Full Answer

How do I install the Salesforce Chatter dashboards?

You can install the Salesforce Chatter Dashboards from AppExchange. Tip For installation instructions, detailed information about the reports, and upgrade instructions, see Get Started with Chatter Dashboards.

Can a single user view a dashboard in Salesforce?

It says, " Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards." This could be your problem.

What kind of reports do I get with chatter?

You get multiple dashboards, over 100 reports, and even custom report types. Use the dashboards to monitor and manage Chatter adoption and engagement in your organization. View overall Chatter adoption with detailed metrics and monthly trends

What metrics do you monitor in chatter?

● Adoption by Department - Monitor group adoption by department with membership and engagement metrics in groups, user profiles, and topics. ● Files - Monitor content creation and user engagement, such as the top files, trending content, and the top contributors. ● Groups - Monitor feed and member activity in Chatter groups.

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How many reports does Salesforce Chatter have?

You get 8 dashboards, 9 custom report types, and over 130 reports.

Where to ask questions on Salesforce?

To ask questions, visit the Salesforce Success Community at http://sfdc.co/bA3wEb.

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