Under Setup, click Permission Sets, then New. Enter Example Permset in the label field. Select the CRM Analytics Plus permission set license from the License menu, and click Save. Click System Permissions.
- Click. ...
- 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 to create a dashboard in Salesforce?
- Select the reports tab.
- Select New Dashboard.
- We have to drag & drop the pie chart from the component tab.
- Select the data sources tab.
- Select the sales from the sales report and include them in the pie chart component.
- In a moment, the chart will be generated. ...
- If you want, you can type the title and footer.
- Select ok
How to customize Salesforce dashboards?
- ‘Display Units’ can be changed to display as a shortened number, full number, hundreds, thousands etc.
- You can check the ‘Show Values’ and ‘Show Percentages’ to display these also.
- You can amend the ‘Measure filter’ to display as a record count a different value.
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 to share dashboard Salesforce?
- “Share” a folder with multiple users, groups or roles at the same time
- Quickly find who has access to a folder using new “Who can access” search filter
- Users without access to a folder can “View Shares” to see folder shares
- Programmatically share folder using Folder Sharing Public REST API
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.
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...
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...•
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.
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 can a system admin grant users access to dashboards?
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.
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.
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...
Who can view dashboards 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 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 give someone access to my salesforce report?
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.
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.
What is a permission set in a profile?
In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn't enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.
Can a user have multiple permissions?
Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions ...
Dashboard permissions
Before we start to create the dashboard, let's discuss permissions related to the ability of a user to view, create, and edit dashboards in Salesforce.
Run Reports
We discussed the Run Reports permission in Chapter 3, Creating Your First Report. We are not going to repeat that, but here, we would like to emphasize that a dashboard in Salesforce is based on reports. Each dashboard component in Salesforce is supported by a report as the backend data source.
Learning Objectives
Breeze through setting up licenses and permissions for Tableau CRM apps.
You Plus One!
The org already has two active users. Yes—one is you! The other is Laura Garza, one of DTC’s sales managers. The account you’re using right now, set up specifically for this trail, has complete admin privileges for that org. Your life would be so simple if that was the only account you needed.
Some Thoughts About Permissions
When you created the permission set, you also specified the PSL to associate with it ("Sales Analytics Apps"). This PSL makes a specific set of permissions available to assign—but they haven't been granted yet! You need to figure out which permissions are appropriate, and then assign them to the permission set you plan to assign to users.
At the Finish Line! Assign Permission Sets
Almost there! You just need to assign the new permission set to Laura. You’re nearly ready to let her loose in Sales Analytics (and get back to your other work)! Let’s get Laura that visitor visa!
Enable Tableau CRM
If you’re using the org provided for this trail, we’ve made it easy for you; Tableau CRM will already be enabled. You don’t need to do anything. In the real world, you’d see this big stylish Enable Tableau CRM button the first time you opened Tableau CRM from the app menu.
Share Your App
Now that you’ve given Laura permission to view content, you’re ready for the next step of the app's lifecycle: sharing. This will let Laura see the great work you’ve just done. And through sharing, as she uses your app, you’ll all be collaborating and learning how to make the app even better.
