Answer for your first question (For non public folder dashboards) Go to that dashboard stored dashboard Folder >> Click Share option then you can mention the user / Role / Roles and internal subordinates options to share the dashboard into other users with access as View, Editor and Manager. Answer for your Second question
- 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 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.
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.
What do you need to know about Salesforce Lightning?
Specifically, we think that:
- You should be comfortable reading and writing JavaScript. ...
- It would be great if you know Apex. ...
- If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...
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 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?
If you have the “View My Team's Dashboards” or “View All Data” permission, select Let authorized users change running user to enable those with permission to change the running user on the dashboard edit page. Users with “View My Team's Dashboards” can view the dashboard as any user below them in the role hierarchy.
How do I share dashboard with other users?
After you grant users access to a dashboard, you can copy a link to it and send it to them. Anyone with access to the dashboard can access the link and see the dashboard. Open the published dashboard and choose Share at upper right.
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.
What permission is required to set the running user other than you dashboard?
The user must have “View All Data” permission is required to set the running users. Thanks.
Which dashboard feature allows users to see a dashboard with only their own data?
Dynamic dashboardsDynamic 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 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 save a dashboard in public folder in Salesforce?
To save to a public or custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. The necessary user permission.
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.
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 a user is not able to edit a dashboard in Salesforce?
In order for Users to Edit Dashboards they did not create, they need to have the "View All Data" permission on their Profile.
Who can edit a Salesforce dashboard?
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.
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.
Can you enable permissions in Salesforce?
the Salesforce license, select Salesforce. You can enable permissions only allowed in the Salesforce license. the Identity Connect permission set license, select Identity Connect. You can enable permissions only allowed in the Identity Connect license. different licenses, select None.
Can admin give access to users?
Admin have ability to give access on both Profile and User Level. Be cautious to give access on profile level when you are not ready for Lightning and starting a pilot for Lightning Migration. When you enable Lightning in your Org, All the standard profile users will get the Lightning access and you cannot turn it off.
