Slaesforce FAQ

how to share dashboards in salesforce

by Marge Turner Published 2 years ago Updated 2 years ago
image

>Choose Dashboard you want to share > click share button on the upper right corner > choose any option to share the dashboard with users.

Full Answer

How to share a Google Analytics dashboard?

  • What is a Google Analytics Dashboard?
  • How to Create a Dashboard in Google Analytics
  • How to Share a Dashboard in Google Analytics
  • The 10 Best Google Analytics Dashboards
  • 5 Dashboards That Combine Google Analytics Data with Data from Other Tools
  • Google Analytics Dashboard FAQs

How to create sharing rules in Salesforce?

  • From Setup, enter Sharing Settings in the Quick Find box and select Sharing Settings.
  • Choose Position from the Manage sharing settings for: dropdown.
  • In the Position Sharing Rules section, click New, and then complete the rule details. ...
  • Click Save, and then click OK on the confirmation message.

How to list all dynamic dashboard in Salesforce?

based on the edition purchased:

  • Performance and Unlimited Edition: up to 10 per organization.
  • Enterprise Edition: up to 5 per organization.
  • Developer Edition: up to 3 per organization

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. ...

image

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 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.

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.

Do all users have access to dashboards?

All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have ...

Can each user have access to a dashboard?

[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...

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.

Help your partners sell like your reps

Share customisable dashboards and reports with partners to ensure alignment with key goals, track and rank partner performance, and easily connect data from any source with Einstein Analytics.

Connect any data to any partner

Populate analytics dashboards with data from any source — from Salesforce data to external data — so you can share the right information with the right partner at the right time.

Help partners gain deep business insights

From interactive performance summaries, to historical benchmarking, to pipeline visibility and forecasting, Wave for Experience Cloud ensures that partners understand all aspects of their business so they can more easily grow yours.

Focus partners on the best opportunities

Give partners insight into which activities are most productive, and which deals are ready to close. Self-service data exploration allows partners to spot the right opportunities to upsell and cross-sell.

Share personalised dashboards

Give partners access to Wave dashboards to help them sell better. Securely control the extensibility and visibility of whatever you share. And because it’s part of the Salesforce Platform, Wave for Experience Cloud ensures you’re using the same security and permissions you already trust.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9