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.
- 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.
Table of Contents
How to search for reports and dashboards in Salesforce lightning experience?
Search for Reports and Dashboards from the Reports Tab in Salesforce… Get the Information You Need from the Reports Tab List View in… Customize Report and Dashboard Lists in Lightning Experience
How do I embed dashboards in Lightning pages?
Embed Dashboards in Lightning Pages Export and Share Insights Open a Story Select a Dataset Exploring and Visualizing Your Data Interactively Configure Number Variables Create an Apex Trigger
How to add a dashboard component in Salesforce classic?
Add a Dashboard Component in Salesforce Classic Set Axis Range for Dashboard Charts Data Settings for Dashboard Table Components Visit a Link from a Dashboard Component Formatting Settings for Funnel Dashboard Components Formatting Settings for Dashboard Line Chart Components Show Subtotals on First-Level Groups in Lightning Tables
What is enhanced folder sharing in Salesforce lightning experience?
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.
Can you share a Salesforce 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. next to the New Folder button, and select Share.
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 my dashboard?
To share a Dashboard with the current view:View the Dashboard you want to share.Click Share > Share Object.
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…
How can I share a specific dashboard with another user?
After you grant users access to a dashboard, you can copy a link to it and send it to them. Anyone with access to the dashboard can access the link and see the dashboard. Open the published dashboard and choose Share at upper right. Then choose Share dashboard.
How do we share access of reports and dashboards?
Grant Users Access to Reports and DashboardsClick. … In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
How do I share my sumo dashboard?
Enable the Sumo Logic policy In this step you enable sharing of dashboards outside your organization. You must have Admin privileges to enable the policy. Go to Administration > Security > Policies. Select the Enable check box for Share Dashboards Outside of the Organization.
How can we insert a dashboard into an HTML page?
Embedding a dashboard page in a web pageLog in as admin or another user with the Global. … Go to the dashboard page you want to embed and click Embed.The exact permissions that will be granted to the special user account are displayed. … Enter the desired width, height, and border width for the iframe, then click Copy.More items…•
How do I share a PBIX File?
Just enter their name or email address, optionally type a message, and select Send. After you select Send, Power BI sends the link via email to your recipients. When your recipients receive the email, they can select Open this report and automatically get access to the report through the shareable link.
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.
How do I assign a dashboard to a specific user in Salesforce?
Choose a Running User in Salesforce ClassicEdit 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.In the View dashboard as field, enter a running user.More items…
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 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.
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 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.
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.
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.
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.
Can you edit Lightning email templates?
Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you use email templates in Salesforce?
As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.
