>Choose Dashboard you want to share > click share button on the upper right corner > choose any option to share the dashboard with users.
- 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 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. …
How do I give someone access to my Salesforce dashboard?
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 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.
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 a component dashboard in Salesforce?
Request help with aging cases, ask a question about the pipeline, or congratulate the team for making quota!View a dashboard.Find the component you want to share, and expand it by clicking .From the expanded component, click . The Chatter menu opens. … Compose your post. … Click Share.
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.
What is a salesforce dynamic dashboard?
Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.
Who can view dashboards 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.
How do I save a dashboard in public folder in Salesforce?
To save to a public or custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. The necessary user permission.
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.
How do I share dashboard in chatter?
Proof of ConceptClick on Dashboard Tab, and select the dashboard you want to share.Hover over a component and expand the chart, as shown in the following screenshot:Click on Share Component, as shown in the following image.Salesforce will auto upload the dashboard snapshot in chatter post.More items…•
What is dashboard feed in Salesforce?
If you are not aware, in Salesforce we can post a snapshot of a dashboard component to Chatter feed, whether to a User or Chatter Group or to Dashboard feed. A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh.
How do I take a screenshot of a Salesforce dashboard?
In Salesforce Classic: 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.
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.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
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.
