How to share a dashboard in salesforce


  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 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 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 share my dashboard to a community user?

B. Sharing Reports and Dashboards in Partner CommunitiesClick Setup in top right corner.Navigate to App Setup> Customize > Reports & Dashboards > Folder Sharing. … Click Enable access levels for sharing report and dashboard folders.Click the Reports tab.Select All Folders.More items…•

How do I share a dashboard in Salesforce lightning?

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 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…•

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.

How do I enable enhanced folder sharing?

In order to enable Enhanced Folder Sharing before the Spring ’22 release, follow these steps:From Setup in Salesforce Classic, enter ‘Folder Sharing’ in the Quick Find box.Select Folder Sharing.Select Enable access levels for sharing report and dashboard folders.Click Save.

Can community users see dashboards?

To make it clear: Users with Partner Community or partner portal licenses can view dashboards and reports for objects and records that have a private sharing model AND to which the user has access, regardless of the current community. Partner Community users can’t refresh dashboards.

What is a salesforce dynamic dashboard?

Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.

How do I show a report in a community in Salesforce?

Steps: 1> From Setup, enter Communities Settings in the Quick Find box, then select Communities Settings. 2> Select Enable report options for external users. 3> Click Save.

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