Go to "Reports" and find the folder on the left hand side that contains the dashboard in question. Click the pin icon and click "Share." Make sure the folder is shared with the users you would like to receive the dashboard.
How to create a dashboard in Salesforce Lightning?
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. Click on “New dashboard” and add the components by drag and drop to the columns in the window.
How to share reports and dashboards in Salesforce with others?
Custom Folder: Selective sharing aint possible with the above-mentioned folders. Hereby owners can make use of custom folders to share the reports and dashboards in salesforce with chosen ones. The dashboard setting option is available next to the report setting for tabular reports limited by row.
How to edit a dashboard?
Go to Edit a dashboard. Click on down arrow button next to the View dashboard and select between static and dynamic as : Run as the specified user: In this view all users are able to see the same data regardless of their personal security authorization. Example: CEO of a company prepares an employee benefits plan.
How do I share a dashboard with another user?
Check the sharing settings for the folder that contains the dashboard. Go to "Reports" and find the folder on the left hand side that contains the dashboard in question. Click the pin icon and click "Share." Make sure the folder is shared with the users you would like to receive the dashboard. You need to sign in to do that.
How do I pin a dashboard in Salesforce?
Keep Favorite Report Folders in ViewIn the list of report and dashboard folders, hover over any folder, then click .Select Pin to top. Your folder moves to the top of the folders list.
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...
How do I assign a dashboard to a profile in Salesforce?
0:082:29How to Assign Edit Dashboards Permission to a User - YouTubeYouTubeStart of suggested clipEnd of suggested clipAll right let's set up a user so they can create and edit their own dashboards. Notice this userMoreAll right let's set up a user so they can create and edit their own dashboards. Notice this user alan doesn't even have the button to create a dashboard. So how do we fix. That well as the admin we're
How do I share a dashboard in Salesforce?
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 do I pin a dashboard to my homepage in Salesforce?
0:171:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd drag it pop it up there. And then on the right hand side you're going to choose which dashboardMoreAnd drag it pop it up there. And then on the right hand side you're going to choose which dashboard you want to place on this page on your startup.
How do I view dashboard as another user in Salesforce lightning?
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. Click Save. Then, from the Dashboard Builder, click Save again.
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 add a dashboard tab in Salesforce?
Access Dashboards Instantly as Navigation ItemsTo turn your dashboard into a navigation item, create a Lightning web tab, add your dashboard URL, and then add the tab to your users' navigation.From Setup, in the Quick Find box, enter Tabs , then select Tabs. ... Add your dashboard URL to the web tab.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...•
Can you share a private 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.
When you specify a single running user of a dashboard that user?
When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user's security settings.
What is a salesforce dynamic dashboard?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
What is dashboard in Salesforce?
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are essentially the analytical highlights of Salesforce.
What is dashboard in business?
A dashboard is a pictorial representation of data, generated by reports, and visual force pages. It helps the user identify trends, and analyze the impact of activities on business to expedite well-informed decisions. The visual representation of data is quick and easy to understand the changing business conditions.
Can tabular reports be displayed in dashboard?
The dashboard setting option is available next to the report setting for tabular reports limited by row. Tabular reports can’t be displayed in Dashboards by default, but it can when delimited by rows.
Can you display summary and matrix reports in dashboard?
Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
