- 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 customize a Salesforce dashboard table?
The Perfect Sales Dashboard Should Have These 12 Sales Metrics
- Determine what you need to see on your sales dashboard. To get a contract signed, some sales require multiple long phone calls. ...
- Build your sales dashboard. ...
- Include these sales metrics in your dashboard. ...
- Your metrics dashboard helps manage your sales. ...
How to create an organizational chart in Salesforce?
With Salesforce and Organimi:
- Create multiple versions of your chart in Organimi for scenario planning and share them with your colleagues
- Save your Organimi org charts to pdf formats so you can track changes over time
- Share your org charts with other power users who can help you edit and update them
How do I start a career in Salesforce?
- Those who are in IT and have a background in development or Administration/Configuration of other similar tech systems.
- Those who come from a totally different industry and want to “get into Salesforce”,
- Finally students with maybe little or no IT experience.
How to create a Visualforce page in Salesforce?
To create pages in Setup:
- From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages.
- Click New.
- In the Name text box, enter the text that should appear in the URL as the page name. ...
- In the Label text box, enter the text that should be used to identify the page in Setup tools, such as when defining custom tabs, or overriding standard buttons.
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 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 move a dashboard to a public folder in Salesforce?
Click the dashboard you want to move. Click Edit....Select the target folder or subfolder.Search for folders by name, or select a folder on the left and scroll to find the target folder on the right.To locate a subfolder, continue to navigate to the right.To create a folder for the dashboard, click New Folder.More items...
How do I share my dashboard?
To share a Dashboard with the current view:View the Dashboard you want to share.Click Share > Share Object.
How do I change a Salesforce report from private to public?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Public Groups.Find the group you want, and click Share.Choose the sharing level you want to give this group. ... Click Done, review your changes, and click Close.
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 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.
How do I create a public folder in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.
How do I create a public folder for Reports in Salesforce?
Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. ... Choose a folder visibility option.Click Save.
How do I create a public dashboard in Google Analytics?
Click on the 'Share in Solutions Gallery' menu item, if you want to share your dashboard with the general public in the Google Analytics Solutions Gallery. When you do that, you are only sharing the dashboard configuration. You are not sharing your traffic data.
What are the permissions for each user in sharing a dashboard in quick sight?
Users and groups (or all users on your QuickSight account) who have access to this dashboard can access it by using the link. If they are accessing QuickSight for the first time, they will be asked to sign in with their email address or user name and password for the account.
Where are my favorited dashboards?
Favorites shows a list of Looks or dashboards that you've marked as favorites by clicking the heart icon on the right side of the content's listing in a folder. Boards shows the names of boards that you have created or added to your list of boards.
What is dashboard in Salesforce?
Dashboards in Salesforce are a real-time visualization of Salesforce reports. You can create a dashboard item based on standard reports already in Salesforce (meaning you don't even have to create a report first) or based on customized reports that you create. Here's an example of what a Salesforce dashboard looks like.
How to create a dashboard in a dashboard?
To create a dashboard, click Dashboards in the top menu. From there, you can either edit the components of an existing dashboard or create a new one. To create a new dashboard, select the New Dashboard option toward the top right. You'll then be taken to the New Dashboard creation overlay.
Can you create reports in Salesforce?
You can create reports from any standard Salesforce objects, including leads, accounts, contacts, and opportunities. Reports are great for analyzing customer and sales data, but they're also helpful for internal sales operations.
