Open the dashboard you want to edit. Click Edit. You have a lot of options to work with when you're editing a dashboard.
Can users edit dashboard details?
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.
Why can't a user edit a dashboard in organizations using enhanced folder sharing?
To investigate why a user not able to edit a dashboard in organizations using enhanced folder sharing. 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.
What access do users have to the report and dashboard folders?
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.)
How to set up dynamic dashboards in Salesforce classic?
Set Up Dynamic Dashboards in Salesforce Classic Equivalent Fields in Dashboard Filters Data Settings for Dashboard Bar and Column Chart Components Expand Dashboard Components to See a Larger Version in Lightning... Data Settings for Dashboard Line Chart Components Provide Individualized Views of a Dashboard in Salesforce Classic...
Can you edit someone elses dashboard on 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 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.
Who can edit a 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.
What must you do to allow a user to edit your dashboard?
Allow users to View Dashboards and remove ability to Create, Edit and Save DashboardsClick Manage > Accounts.Click the namespace with Group or Role you want to customize.Go to Group or Role Properties > Customization tab.Click Features to customize.Expand Dashboard.Expand Navigation Bar > New.More items...•
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 can I share a specific dashboard with another user?
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. Then choose Share dashboard.
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.
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.
What permissions can be assigned to allow dashboard visibility?
Private: Dashboards/Folders can be accessed only by the owner and admin. Public - View: Everyone can read dashboards with this level of permission. Public - View & Edit: Everyone can read/edit dashboards with this level of permission.
Who can view a dashboard in Salesforce?
With the “View My Team's Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the “View All Data” user permission, the reader can view the dashboard as anyone.
How to change where a component appears in Salesforce?
Move a Component. You can easily change where a component appears using Salesforce. Click and drag the component to the desired location on the page. The component moves to the designated position.
What happens when you exit editing mode in Salesforce?
Salesforce exits editing mode and displays the changes you’ve made to the dashboard.
Can you resize columns in Salesforce?
Resizing columns is just as easy as manipulating other components of Salesforce.
Can you save a project to your dashboard?
You’ll want to be able to return to your dashboard. It’s simple to save your project for later. If you're doing a lot of editing, you should save your changes periodically.
Can you use a chart in a component report?
You can select the kind of chart you want to use for the component. If the report which the component is based on already has its own chart, you can use that. Just check the Use chart as defined in the source report box.
Does a super user have dynamic dashboards?
in the same role hierarchy. The super user also already have Manage Dynamic Dashboards permission.
Can you edit dashboard details?
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. 1.
