- Select or create a list view that includes the permission sets and permissions you want to edit.
- To edit multiple permission sets, select the checkbox next to each one you want to edit. ...
- Double-click the permission you want to edit. For multiple permission sets, double-click the permission in any of the selected permission sets.
- In the dialog box that appears, enable or disable the permission. In some cases, changing a permission can also change other permissions. ...
- To change multiple permission sets, select All n selected records (where n is the number of permission sets you selected).
- 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 dashboard in Salesforce?
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.
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.
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.
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...•
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.
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 do I change the owner of a Salesforce dashboard?
To change the running user of the dashboard you can click edit next to the dashboard search box, and once in the edit screen, you can change the running user in the upper right below the header.
How do I view someone else's dashboard?
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.
What permissions can be assigned to allow dashboard visibility?
Public - View: Everyone can read dashboards with this level of permission. Public - View & Edit: Everyone can read/edit dashboards with this level of permission. Give access to specific people: Only specific user(s) or group of user(s) who are given access can access the dashboards.
How do I assign a dashboard to a profile in Salesforce?
Drag and drop the Dashboard standard component into place. From the Dashboard drop-down list, choose a dashboard to embed. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. Click Save.
How do I change folder permissions 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.