how to allow others to view salesforce dashboards

• From the Dashboards tab, create a new dashboard or edit an existing one.
• Click View dashboard as drop-down button next to the View dashboard as field.
• Select Run as logged-in user.
• Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. ...
• Click OK.
• In the View dashboard as field, enter a running user.
• Save your dashboard.
• Set the appropriate Show option on the report run page.
• For example, if you choose “My Team's Opportunities,” each dynamic dashboard viewer can see all opportunities for the team.

Can a running user view the dashboard in Salesforce?

From the Salesforce Help: Users with this license can only view dashboards if the running user also has the same license. What is a 'Running User' you might ask, well take a look at the following screen shot:

What are the limitations of the Salesforce dashboard license?

One of the limitations to this license is that in order for them to see a dashboard the 'Running User' needs to be of the same type (meaning it can't be an Administrator). From the Salesforce Help: Users with this license can only view dashboards if the running user also has the same license.

How do I restrict access to an object in Salesforce?

You can set Org-Wide Default access as ' Private ' for the object. Also, if it is custom object and you can also restrict record visibilty by Role Hierarchy. Uncheck the ' Grant Access Using Hierarchies ' option to restrict the access by Role Hierarchy.

Do you need more or less hands-on reporting in Salesforce?

Some organizations may benefit from more or less: Each organization needs to decide how much hands-on reporting they want their end users doing. In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. As a best practice, do not allow end users the ability to export report data.

How do I give someone access to my Salesforce dashboard?

On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.

How do I make my Salesforce dashboard visible to all users?

Choose the Dashboard Running User to set visibility settings for the dashboard: Select Run as specified user and set the Running User field to show all dashboard users the same data, regardless of their personal security settings. If you don't have “View All Data,” you can only choose yourself.

Can you share a dashboard in Salesforce?

You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API. next to the New Folder button, and select Share.

Why can't a user see a dashboard in Salesforce?

For a non-Dynamic Dashboard, the error occurs because the Running User for the dashboard has a different license type than User attempting to access it. For a Dynamic Dashboard, the error occurs because the original Running User or Creator of the dashboard likely has a full Salesforce.com license.

How do I change dashboard permissions in Salesforce?

0:412:30How to Assign Edit Dashboards Permission to a User - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen you click on it salesforce finds where that permission is in that profile. And you can see ifMoreWhen you click on it salesforce finds where that permission is in that profile. And you can see if it's checked or not and you could click edit. And toggle that permission for those users.

How do I give permission in Salesforce?

From Setup, enter Users in the Quick Find box, then select Users.Select a user.In the Permission Set Assignments related list, click Edit Assignments.To assign a permission set, select it under Available Permission Sets and click Add. ... Click Save.

How do I share a Salesforce dashboard with another user?

Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.

How do I give permission to a folder in Salesforce?

In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. ... Set the permissions that you want to grant to your user or profile.

How do I enable sharing folders in Salesforce?

In order to enable Enhanced Folder Sharing before the Spring '22 release, follow these steps:From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box.Select Folder Sharing.Select Enable access levels for sharing report and dashboard folders.Click Save.

How do I enable dynamic dashboard in Salesforce?

From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.

What is true about the running user for a dashboard?

The 'Running User' is the user who determine the security settings for which the data in the dashboard will be displayed. There are two types of running user: Run as specified user - When dashboard is running for other users to see all of the users will see the data at the security level of the Running User.

When you specify a single running user of a dashboard that user?

When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user's security settings.

What is dynamic dashboard?

Dynamic Dashboards are also a great feature for managers that require someone to create and then special Permission to use. They allow us to change the Running User on certain Dashboards. For example: a VP of Sales can run the same Dashboard as each one of her sales reps.

Is the System Administrator Profile always up to date?

As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.

Do managers consume more information in dashboards?

Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.