how to grant access to see a salesforce dashboard

What is Salesforce dashboard?

Salesforce dashboard is one of the biggest unique selling point of the product. Apart from the default dashboards that come with the service, Salesforce developers have also provided several add on th Salesforce dashboard.

How do I get permissions in the Salesforce partner community?

From anywhere in the Salesforce Partner Community, click your picture at the top right. Click the My Profile link. Select Partner Community Access. Permissions: Who Can Do What? While we’re here, let’s discuss the kinds of permissions available to users in the Salesforce Partner Community.

What can I do with the Salesforce web app?

Control Access to Salesforce Objects and Fields Open Salesforce Records in New Browser Tabs Customize Onboarding with In-Dashboard Instructional Content Upgrade or Edit Formulas for Converted Recipes

How to take action in Salesforce from Experience Cloud Sites?

Take Action in Salesforce from Experience Cloud Sites Embed Dashboards Everywhere Edit General Settings for a Story Export and Share Insights Set Up the Tableau CRM Platform Customer 360 Global Profile Data Connection (Beta) Microsoft Dynamics CRM Connection Focus on Selected Data Return to a Previous View by Using History

How do I make my Salesforce dashboard visible to all users?

Choose the Dashboard Running User to set visibility settings for the dashboard: Select Run as specified user and set the Running User field to show all dashboard users the same data, regardless of their personal security settings. If you don't have “View All Data,” you can only choose yourself.

Why can't a user see a dashboard in Salesforce?

It says, "Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards." This could be your problem.

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.

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 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 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 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 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.

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 enable dashboard in Salesforce?

Enable Dashboard ViewsFrom Setup, enter Analytics in the Quick Find box, then select Settings.Select Enable Wave dashboard saved views, and then click Save.

How do I give access to service now dashboard?

Navigate to Performance Analytics > Dashboard Admin.Click a dashboard to open it.Choose from the following options in the Visible to field: option. description. Everyone. Select roles that can access this dashboard. Users and Groups. Select users and groups that can access the dashboard.

How do I share a dashboard in service now?

Navigate to Self-Service > Dashboards.Select the dashboard that you want to share from the dashboard picker on the top left.Click Sharing ( ) to open the sharing panel.Click Add groups and users ( ). ... Start typing the name in the To field.Select a user, group, or role from the list that displays.More items...•

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 ...

What is a Salesforce Dashboard?

A Salesforce dashboard is an abstraction over reports. To clarify, it needs at least a report to pull its data from. Salesforce dashboard can be also based on multiple reports too. In addition, Salesforce provides granular control over who has access to viewing specific dashboards and reports. Then, sharing is accomplished through folders.

How to create a Salesforce dashboard

So you have your plan, you know your audience, the data they need to see, and roughly how you want your dashboard to look. Now it’s time to put it all together.

Salesforce Dashboard Unique Tips

As with all things Salesforce, there are tips, tricks as well as features to take it to the next level. Here’s a quick collection of some.

The best Salesforce Dashboard list

The primary purpose of this dashboard is to motivate your sales employees by adding a competitive spirit to their day to day work. The dashboards display the current top salesman by revenue. Above all, the main focus of this dashboard is sales performance and in helping, sales managers keep close control over their teams.

Conclusion

Dashboards are incredibly flexible and powerful. They can also be incredibly time consuming and at times a bit difficult to understand exactly how to get the right source reports to provide the data you want to display. I recommend that you go into your dashboard projects with your eyes wide open.

What is Salesforce platform?

The Salesforce platform gives you a great head start in your business. The more you know about it, the more you can use it effectively. Training your staff is vital to the success of your business.

How to add a user to a team?

To add a user to your team: On the Manage Users tab, click Invite User on the top right. Enter the email address of the user you want to add, and then set this user’s permissions appropriately. To change the permissions for an existing user on your team, go to that user's entry on the Manage Users page.

What is visibility in business?

Visibility is everything when you’re managing a business. If you can tell what you’re doing right and what you need to improve, you can respond appropriately. Let’s talk about how to keep track of what you and your team are up to.