how to give access to a dashboard in salesforce

Step 1: Firstly, from the Dashboards tab click New Dashboard. Step 2: Secondly, you’ll be asked to give the Dashboard a name, a description, and choose the folder location where it’s saved. Give it a reasonably descriptive name, include a summary of the dashboard in the description.

Full Answer

How do I access Salesforce?

Salesforce Lightning

• Log in to Salesforce.
• In the upper right, click your image (avatar) and then click Settings.
• In "Quick Find" search field, enter " Grant " and click Grant Account Login Access.
• Set the Access Duration option to Salesforce.com Support . Note: Access for technical escalations must be set for a minimum of one month.
• Click Save.

How do I create a dashboard in Salesforce?

Creating a Dashboard in Salesforce. We must have some reports ready to assist in creating a dashboard. Go to all tabs under the plus icon at the Tab bar or just a quick search for dashboards to create a new. The classic experience combines reports and dashboards in Salesforce together while we have separate tabs for both in lightning.

How to create dashboards in Salesforce?

• 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.

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How to create reports and dashboards in Salesforce?

Visualize Your Data with Dashboards and Charts

• Learning Objectives. Use the drag-and-drop dashboard builder. ...
• Create Dashboards. Great reports help you make decisions and take action. ...
• Drag-and-Drop Dashboard Builder. ...
• Create a Dashboard. ...
• Dashboard Filters. ...
• Dynamic Dashboards. ...
• Create Charts
• Report Charts. ...
• Embedded Charts. ...
• Resources. ...

How do I grant access to a Salesforce dashboard?

Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.

How do I give permission to edit a dashboard 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.

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.

How do I share a dashboard with another user?

To share a Dashboard with the current view:View the Dashboard you want to share.Click Share > Share Object.

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...

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.

How do I assign a dashboard to a user in Salesforce lightning?

Add Dashboards to the Lightning Experience Home PageFrom Setup, enter "App Builder" in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Click Next.Give your app page or home tab layout a label, then click Next.Choose a page template, then click Finish.More items...

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 does sharing rules work in Salesforce?

It simply allows greater access for particular users. You can base a sharing rule on record ownership or other criteria. After you select which records to share, you define which groups or users to extend access to and what level of access they have.

How do I share an analytics app from Salesforce?

Share the Dashboard with UsersIn Analytics Studio, under Created By Me, find your app.Select Share from the dropdown list.Invite individual users or all users based on role.Select whether you want to make the selected user a Viewer, Editor, or Manager of the app. ... Click Add, then click Save.

When selecting Share template links in the dashboard what will be shared?

Dashboard only When selecting “Share Template Link” in the dashboard, what will be shared? When a dashboard is shared with a user, that user can edit the dashboard configuration as they see it.

How might you set up a data dashboard to meet these needs?

Now we will focus on 10 essential tips and best practices to follow when creating dashboards, starting with defining your audience.Define Your Dashboard Audience And Objective. ... Make Sure Your Data Is Clean And Correct. ... Select The Right Chart Type For Your Data. ... Build a Balanced Perspective. ... Use Predefined Templates.More items...•

How to show snapshot in dashboard?

Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.

How to enable feed tracking in dashboard?

Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.

What is folder sharing in Salesforce?

Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.

What happens if you create a folder before analytics?

If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.

Can each user have access to a dashboard?

[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...

Do all users have access to dashboards?

All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have ...

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.