Share a Report or Dashboard Folder in Lightning Experience
- Click next to the folder name on any page that lists report or dashboard folders.
- Click Share.
- Form the Share With dropdown, select who you want to share with.
- For Name, enter the name you want to match. The name must match the category (user, group, or role). For example, if you...
- 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 share reports and dashboards in Salesforce Lightning?
As you may know already, reports and dashboards can only be shared by folders in Salesforce. Starting in Winter ’18, folder managers can share a report or dashboard folder with users, roles or public groups and update folder sharing access in Lightning UI.
How do I embed dashboards in Lightning pages?
Embed Dashboards in Lightning Pages Export and Share Insights Open a Story Select a Dataset Exploring and Visualizing Your Data Interactively Configure Number Variables Create an Apex Trigger
How to add a dashboard component in Salesforce classic?
Add a Dashboard Component in Salesforce Classic Set Axis Range for Dashboard Charts Data Settings for Dashboard Table Components Visit a Link from a Dashboard Component Formatting Settings for Funnel Dashboard Components Formatting Settings for Dashboard Line Chart Components Show Subtotals on First-Level Groups in Lightning Tables
What is enhanced folder sharing in Salesforce lightning experience?
Salesforce provide a great feature share report and dashboard folders in Lightning Experience. This enhance folder sharing to share with users, groups, roles, or territories. Enhanced folder sharing is the default option for all orgs created after 2013. It’s available in all editions.
Can you share a Salesforce dashboard?
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 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 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 can I share a specific dashboard with another user?
After you grant users access to a dashboard, you can copy a link to it and send it to them. Anyone with access to the dashboard can access the link and see the dashboard. Open the published dashboard and choose Share at upper right. Then choose Share dashboard.
How do we share access of reports and 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.
How do I share my sumo dashboard?
Enable the Sumo Logic policy In this step you enable sharing of dashboards outside your organization. You must have Admin privileges to enable the policy. Go to Administration > Security > Policies. Select the Enable check box for Share Dashboards Outside of the Organization.
How can we insert a dashboard into an HTML page?
Embedding a dashboard page in a web pageLog in as admin or another user with the Global. ... Go to the dashboard page you want to embed and click Embed.The exact permissions that will be granted to the special user account are displayed. ... Enter the desired width, height, and border width for the iframe, then click Copy.More items...•
How do I share a PBIX File?
Just enter their name or email address, optionally type a message, and select Send. After you select Send, Power BI sends the link via email to your recipients. When your recipients receive the email, they can select Open this report and automatically get access to the report through the shareable link.
How do I view dashboard as another user in Salesforce lightning?
Open the Properties menu by clicking . Under View Dashboard As, select who people view the dashboard as:Me — Dashboard readers see data in the dashboard according to your access to data.
How do I assign a dashboard to a specific user in Salesforce?
Choose a Running User in Salesforce ClassicEdit 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.In the View dashboard as field, enter a running user.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...•
How many users can share a dashboard?
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.
Does Salesforce have a feature share?
Salesforce provide a great feature share report and dashboard folders in Lightning Experience . This enhance folder sharing to share with users, groups, roles, or territories. Enhanced folder sharing is the default option for all orgs created after 2013. It’s available in all editions.
How to show snapshot in dashboard?
Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.
What is folder sharing in Salesforce?
Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
How to enable feed tracking in dashboard?
Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
What is a good report?
A good report is like a trusted advisor: You won’t make a big decision without checking in for guidance, and you like to check in on a regular basis. For example, our Account Executive may look at a report of her closed opportunities on a weekly, monthly, or even daily basis, so she can stay on top of her monthly and quarterly quotas. She needs that report to determine if she’s on track, and she may take action or change what she’s doing based on the data she sees. When she’s accessing this important report, she can view it directly in Salesforce, or she can have it sent to her on a schedule.
Can you post snapshots on chatter?
In addition, you can post a snapshot of a dashboard component at a specific point in time to the Chatter feed, and everyone following the dashboard will get an update in their feed. For example, post a snapshot of a regional sales chart to let your team know that sales are down in the Midwest.
What is aggregate in math?
Aggregate is the metric that’s the basis of your condition. It can be Record Count, Average Amount, Smallest Amount, Largest Amount, or Sum of Amount. Operator is the basis of comparison, such as Equal, Not Equal, Greater Than, and so on. Value is the number that you want the aggregate compared to.
Share your Report and Dashboard Folders Lightning Fast!
It’s never been easier to share Reports and Dashboards! As you may know already, reports and dashboards can only be shared by folders in Salesforce. Starting in Winter ’18, folder managers can share a report or dashboard folder with users, roles or public groups and update folder sharing access in Lightning UI.
Analytics Folder Sharing
Lightning Folder sharing is built on Analytics Folder Sharing, which grants fine-grained access to reports and dashboard folders and offers the following benefits:
