Go to Edit a dashboard. Click on down arrow button next to the View dashboard and select between static and dynamic as : Run as the specified user: In this view all users are able to see the same data regardless of their personal security authorization.
- Me — Dashboard readers see data in the dashboard according to your access to data. …
- Another person — Dashboard readers see data in the dashboard according to the data access level of whomever you specify.
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How to view a dashboard as a specific user in Salesforce?
Static and Dynamic Dashboard in Salesforce-Running User Concept While we share the dashboard, we can choose to enable different viewing options. Static Dashboards can be viewed with owner view or we can enable a dynamic dashboard to view as a specific user. Go to Edit a dashboard.
How can other users view the dashboard?
–Users with “View My Team’s Dashboards” can view the dashboard as any user below them in the role hierarchy. –Users with “Enable Other User’s Dashboard” can edit the dashboard if they have access to it, even if they aren’t the running user and don’t have “View All Data.”
Can I use a Visualforce report in a dashboard?
Use a Visualforce page when you want to create a custom component or show information not available in another component type. Finally, when selecting a report for use in a dashboard component, all report formats may be used, however, Tabular reports must be limited by row to be used in a dashboard.
What can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
How do I make my Salesforce dashboard visible to all users?
Choose the Dashboard Running User to set visibility settings for the dashboard: Select Run as specified user and set the Running User field to show all dashboard users the same data, regardless of their personal security settings. If you don’t have “View All Data,” you can only choose yourself.
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 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.
Can you share a 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.
How do I assign a user to a dashboard in Salesforce?
To select a dashboard’s running user in Salesforce Classic:Edit 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.More items…
How do I give someone access to my salesforce report?
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.
Which dashboard feature allows users to see a dashboard with only their own data?
Dynamic dashboardsDynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.
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…
What should be used to control a user’s ability to view a dashboard?
What should be used to control a user’s ability to view a dashboard? Dashboard folder access and source report folder access.
How do I share a dashboard in Salesforce Classic?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Public Groups.Find the group you want, and click Share.Choose the sharing level you want to give this group. … Click Done, review your changes, and click Close.
How do I share a report to a community user in Salesforce?
Select All Folders. Hover over the folder you want to share with the Partner Community, click the pushpin icon, and click Share. Select the Public Group(s) you’d like to expose the folder to. Click Share then Done.
How does sharing rules work in Salesforce?
There are 2 types of Sharing Rules in Salesforce based on which records to be shared:Owner Based: Owner based shares the records owned by certain users. Owners can be identified through public groups, roles and roles, and sub-ordinates.2. Criteria Based: Criteria based shares the records that meet certain criteria.
What is dashboard in Salesforce?
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are essentially the analytical highlights of Salesforce.
What is dashboard in business?
A dashboard is a pictorial representation of data, generated by reports, and visual force pages. It helps the user identify trends, and analyze the impact of activities on business to expedite well-informed decisions. The visual representation of data is quick and easy to understand the changing business conditions.
Can tabular reports be displayed in dashboard?
The dashboard setting option is available next to the report setting for tabular reports limited by row. Tabular reports can’t be displayed in Dashboards by default, but it can when delimited by rows.
Can you display summary and matrix reports in dashboard?
Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
