It says, ” Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards.” This could be your problem.
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What happens when a user owns a record in Salesforce?
The record owner is automatically granted Full Access, allowing them to view, edit, transfer, share, and delete the record.” Thus, if the user owns a record, the user will see it. No, that is incorrect.
Can a single user view a dashboard in Salesforce?
It says, ” Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards.” This could be your problem.
Why is my report type not showing up in Salesforce?
Thanks. The reason behind this error could be due to a number of circumstances (Organization-Wide Defaults, Field-Level Security, Profile, and User permissions), all outlined below. Check that your Report Type is in “deployed” status.
Why do I get the error “transfer_requires_read” in Salesforce?
Because it seems that a user need atleast read permission to own a record. If the user does not have that permission either through profile/permission set then he/she will not able to view the record and if we try to assign the record manually to them then we will get the error message “TRANSFER_REQUIRES_READ”.
Why is dashboard not visible in Salesforce?
dashboard not visible | Salesforce Trailblazer Community. “Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the dashboard running user also has the same license type. Consider creating separate dashboards for users with different license types.”
How do I make the dashboard visible in Salesforce?
If you have the “View My Team’s Dashboards” or “View All Data” permission, select Let authorized users change running user to enable those with permission to change the running user on the dashboard edit page. Users with “View My Team’s Dashboards” can view the dashboard as any user below them in the role hierarchy.
How do I view someone else’s 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. Click Save. Then, from the Dashboard Builder, click Save again.
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 dashboard in Salesforce community?
Enable and Map DashboardsOpen Experience Workspaces.Click Dashboards | Settings.For each of the pages, select the dashboard you want to show to community managers. To change the name of the dashboard page, click inside the dashboard label. … Click Save.
How do you display dashboard in lightning component?
The collapsed version links back to the full dashboard.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. … Give your app page or home tab layout a label. … Choose a layout. … Drag and drop the Dashboard standard component into place.More items…
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.
Who can see the dashboard in Salesforce?
Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data.
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 give permission to edit a dashboard in salesforce?
0:412:30How to Assign Edit Dashboards Permission to a User – YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen you click on it salesforce finds where that permission is in that profile. And you can see ifMoreWhen you click on it salesforce finds where that permission is in that profile. And you can see if it’s checked or not and you could click edit. And toggle that permission for those users.
How do I change the view as dashboard in salesforce?
Determine the data perspective for dashboard viewers by setting who they view your dashboard as. The viewing user is listed above the dashboard, next to “viewing as.” Select a running user to specify which data to display in a dashboard.
Who can edit dashboard salesforce?
Currently you cannot edit a dashboard if it was created by somebody else, even if you have Manage/Edit Dashboards permissions.