- On the record detail page, click the link to change the owner. If you don’t see the link, you don’t have permissions to change record ownership.
- Enter or select a new owner. In organizations where the Salesforce Customer Portal or partner portal is enabled, you can filter the results that appear on the user lookup dialog. ...
- To notify the new owner, select the Send Notification Email checkbox. The “From” email address displayed in the notification is your return email address set in your email settings. ...
- Depending on your user permissions and the type of object you’re transferring, you can select which related items to transfer.
- Save your changes.
How to change dashboard running user in Salesforce programatically?
How to change dashboard running user in salesforce programatically 1 In case you need to display your filter and dashboard on the same page - You may need to customize your chart as well... 2 If your requirement is like you will select a user from the picklist and onClick of a button, it will direct to a... More ...
Is there any way to change dashboard running user?
Is there any way to change dashboard running user In order to edit the dashboard to change the running user, type "/e" (without the quotation marks) at the end of the URL in the address bar of your browser. This will put you into "edit" mode of the dashboard, where you can make any changes.
How to update dashboard object and fields in apex?
Go To Dashboard > Edit > View Dashboard As > Select "Run as Logged in User" > Save. HI Laxman . I don't think it is possible in apex to update dashboard object and fields . If you will open the particular object/field property in workbench it is not updateable from apex .
How do I change the owner of my dashboard?
Follow this process to change Jira dashboard and filter owners:Jira Administration > System.Shared Items > Shared filters / Shared dashboards.Search by Dashboard or Filter name and/or owner.Select admin gear at right > Change Owner.Change Owner: Name of Dashboard > select new owner.Select “Change owner” button.More items...•
How do I share ownership of a salesforce dashboard?
When you Edit the dashboard, there is a box on the top right corner "View Dashboard As". You can change the name of the user there and Save the dashboard.
How do I change the dashboard in salesforce?
Click Customize Page in the Dashboard section of the Home tab.Search for a dashboard and select a different dashboard from the drop-down list.Click Refresh to refresh the data in your dashboard.
Who can edit dashboard in salesforce?
Users can edit some dashboard details and save the changes as the current running user of the dashboard. They will be restricted to which details they can modify if they are not the running user of the dashboard. To ensure complete access, the profile permission View All Data must also be granted. 2.
How do I change the running user dashboard in salesforce lightning?
In order to edit the dashboard to change the running user, type "/e" (without the quotation marks) at the end of the URL in the address bar of your browser. This will put you into "edit" mode of the dashboard, where you can make any changes.
How do I change the owner of a report folder in salesforce?
How do I change ownership of the reports and/or dashboards? The creator of the report cannot be changed in salesforce but you can clone an existing report or create a new report similar to the existing report to change the "Created By" to another user. Also, Reports creator cannot be changed using Data Loader.
How do I assign a user to a dashboard in Salesforce?
To select a dashboard's running user in Salesforce Classic:Edit a dashboard.Click. ... Choose a running user setting. ... Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ... Click OK.More items...
How do I assign a dashboard to a profile in Salesforce?
Drag and drop the Dashboard standard component into place. From the Dashboard drop-down list, choose a dashboard to embed. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. Click Save.
How do I change the properties of a dashboard in Salesforce?
Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.
How do I edit someone else's dashboard in Salesforce?
0:592:30How 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.
Can I edit someone else's dashboard in Salesforce?
Currently you cannot edit a dashboard if it was created by somebody else, even if you have Manage/Edit Dashboards permissions.
Why can't I edit a dashboard in Salesforce?
Users with the Manage Dashboards permission can not edit Dashboards which they did not create. This is expected behavior. In order for Users to Edit Dashboards they did not create, they need to have the "View All Data" permission on their Profile.