How do i share a dashboard in salesforce


How do I share a dashboard in Salesforce? To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API. On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action.

  1. Navigate to the Dashboards tab.
  2. Select All Folders listed on the left-hand side. …
  3. Click the carrot on the far right of the row with your Dashboard Folder name.
  4. Select Share from the dropdown.
  5. In the new popup window, Share with Public Groups or Users, View Access.
  6. Click Share, and then Done.
Nov 5, 2019


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. …

Can we share dashboard?

Let other users see your data or apply your Dashboards to their data. Dashboards are private to you until you share them. If you develop a Dashboard that you think is useful to other users in your account, or to other Analytics users in general, you have several options for sharing it.

How do I share my dashboard?

3 – Copy URL link The dashboard or group URL link will be copied to your clipboard. You can then paste it and send it to the people you want to. You can also find this same option under the Sharing Options menu inside your dashboard.

How do I run a dashboard as another 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…

Can you email dashboards in Salesforce?

You can subscribe to dashboards yourself and also add other users, groups, and roles. Schedule dashboards to refresh them on a schedule that you set (daily, weekly, or monthly), and receive refreshed dashboards results by email.

How do I share a dashboard in Jira?

Share and edit your dashboard You can edit the details for your dashboard, and restrict or share with other users according to the permissions that are set. Choose the Jira icon ( or ) > Dashboards. Choose your dashboard in the sidebar and click more (•••) > Edit and share. Edit the settings and click Save.

How do I share a dashboard in Servicenow?

Navigate to Self-Service > Dashboards.Select the dashboard that you want to share from the dashboard picker on the top left.Click Sharing ( ) to open the sharing panel.Click Add groups and users ( ). … Start typing the name in the To field.Select a user, group, or role from the list that displays.More items…•

How do I make my Salesforce dashboard public?

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 someone else’s dashboard?

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 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 email a dashboard in Salesforce lightning?

0:382:52Subscribe to Reports and Dashboards (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipFind the dashboard you want to subscribe to and click the more actions arrow. Then subscribe or openMoreFind the dashboard you want to subscribe to and click the more actions arrow. Then subscribe or open the dashboard. And then click Subscribe.

Can you email a dashboard to a non Salesforce user?

There are couple of apps on appexchange namely CongaCourier, Report Scheduler which will allow you to schdeule the reports and dashboards directly from salesforce to non salesforce users.

How do I allow users to subscribe to dashboards in Salesforce?

To set up a new dashboard subscription or change an existing subscription, do either of the following on the Dashboards page:Find the dashboard and click. | Subscribe.Open the dashboard and click. | Subscribe.

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.

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.

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 are Salesforce Reports & Dashboards?

The reality is that seeing and truly understanding data is essential for business sustainability. You can’t reduce expenses, maximize income, or invest resources effectively without understanding the factors driving your business. For accounting and sales, Salesforce reports and dashboards offer fast, reliable answers.

How do Salesforce Reports & Dashboards Work?

In a nutshell, Salesforce reports and dashboards work in any way you want. These Salesforce tools are designed to be highly user-friendly and configurable to suit individual needs. This includes how data is displayed or even unique formulas needed for specific calculations.

How To Set Up Salesforce Reports & Dashboards In Lightning

Again, all reporting in Salesforce is pretty easy. With all of your transactions, contacts, and other data already in the Salesforce CRM, it’s simple to pull and group information as you need.

How To Build Reports In Salesforce Lightning

Once you have the initial details nailed down, you can start creating your Salesforce reports in Lightning. The steps to create a report in Salesforce Classic can be found here.

Accounting Seed Salesforce Reports and Dashboards

Accounting Seed’s Salesforce dashboards and financial reporting features let you fully visualize, monitor, and control financial health. We don’t just bring a fully automated, intuitive accounting system. We also bring the power and flexibility of the Salesforce Platform©. Here’s what customers can expect with our Salesforce accounting integration:


Leave a Comment