How do i grant access to a salesforce dashboard


Log in to Salesforce. In the upper right, click My Settings (or click on your name, then click My Settings) In “Quick Find” search field, enter ” Grant ” and click Grant Login Access.

Grant Users Access to Reports and Dashboards
  1. Click. …
  2. In the Quick Find box, enter Profiles , then select Profiles.
  3. Click the Program Management Standard User profile.
  4. In the System section, click System Permissions.
  5. Click Edit.
  6. Select View Dashboards in Public Folders and View Reports in Public Folders.
  7. Click Save.
Apr 27, 2020


How to grant access to your company administrator and Salesforce support?

Go to Personal=>Grant Account Login Access. We can provide grant access to your company administratorand support. Click on change buttonand select required number of days to provide access.

What is Grant login access in Salesforce?

Grant login Access in provides a way to login in to customers and users account using our login credentials for a specific time period by an administrator. We can grant login access for the following time periods.

How do I get help with a problem in Salesforce?

If you need help resolving a problem, you can grant login access to your account to a Salesforce administrator or a support representative. Available in: both Salesforce Classic ( not available in all orgs) and Lightning Experience

How do I add a user to the Salesforce partner community?

Log in to the Salesforce Partner Community. Click Manage Users. Search for a user at your company. Under Listings, select the checkbox.


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 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.

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 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 give permission to a folder in Salesforce?

In Salesforce Maps, click Layers | Saved.Select Corporate.Right-click the folder that you want to set permissions for. Then, click Edit Permissions.To add a permission, click Create New | User or Create New | Profile. … Set the permissions that you want to grant to your user or profile.

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.

When you specify a single running user of a dashboard that user?

When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user’s security settings.

Who can modify access to report folders?

When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.

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 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.

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 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 is dynamic dashboard?

Dynamic Dashboards are also a great feature for managers that require someone to create and then special Permission to use. They allow us to change the Running User on certain Dashboards. For example: a VP of Sales can run the same Dashboard as each one of her sales reps.

Do managers consume more information in dashboards?

Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.


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