how to share dashboard in salesforce lightning

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...

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How to create dashboards in Salesforce?

• From the Dashboards tab, create a new dashboard or edit an existing one.
• Click View dashboard as drop-down button next to the View dashboard as field.
• Select Run as logged-in user.
• Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. ...
• Click OK.

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How do I create a dashboard in Salesforce?

Creating a Dashboard in Salesforce. We must have some reports ready to assist in creating a dashboard. 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.

What do you need to know about Salesforce Lightning?

Specifically, we think that:

• You should be comfortable reading and writing JavaScript. ...
• It would be great if you know Apex. ...
• If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...

How to create reports and dashboards in Salesforce?

Visualize Your Data with Dashboards and Charts

• Learning Objectives. Use the drag-and-drop dashboard builder. ...
• Create Dashboards. Great reports help you make decisions and take action. ...
• Drag-and-Drop Dashboard Builder. ...
• Create a Dashboard. ...
• Dashboard Filters. ...
• Dynamic Dashboards. ...
• Create Charts
• Report Charts. ...
• Embedded Charts. ...
• Resources. ...

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.

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.

Can we share dashboard?

Let other users see your data or apply your Dashboards to their data. Dashboards are private to you until you share them. If you develop a Dashboard that you think is useful to other users in your account, or to other Analytics users in general, you have several options for sharing it.

How do I enable sharing folders in Salesforce?

In order to enable Enhanced Folder Sharing before the Spring '22 release, follow these steps:From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box.Select Folder Sharing.Select Enable access levels for sharing report and dashboard folders.Click Save.

How does sharing rules work in Salesforce?

It simply allows greater access for particular users. You can base a sharing rule on record ownership or other criteria. After you select which records to share, you define which groups or users to extend access to and what level of access they have.

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.

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...•

How do I create a folder in Salesforce lightning?

On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.

When selecting Share template links in the dashboard what will be shared?

Dashboard only When selecting “Share Template Link” in the dashboard, what will be shared? When a dashboard is shared with a user, that user can edit the dashboard configuration as they see it.

How do I move a dashboard from one directory to another in Salesforce?

Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.

What is enhanced folder sharing Salesforce?

Enhanced Folder Sharing grants fine-grained access to reports and dashboard folders and offers the following benefits: Makes sharing concepts more consistent with User, Role, or Group Sharing. Allows sharing with individual users. Provides fine-grained access levels for each folder share (View, Edit, Manage)

How do I create a private dashboard in Salesforce?

0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.

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.

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: