How to share dashboard in salesforce


how can share the dashboard components to the chatter feed

  • Click on Dashboard Tab, and select the dashboard you want to share
  • Hover over a component to display the menu. To clear the hover menu, click an empty part of the screen.
  • Click on Post Snapshot to User or Group Feed, as shown in above image
  • Now add user or group name, then write a comment in the text box.
  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. …

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 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 link in Salesforce dashboard?

Share a dashboard, widget, or lens with your colleagues by posting it to Chatter or copying its unique URL….Required EditionsClick Share.Click the tab for the sharing method that you want. Post to Feed posts an image and link in Chatter. … If applicable, click Give Access to set the level of sharing access.Click Done.

Can you share dashboards with others in your org?

If you want to share the dashboard with all users in your org, select Your Entire Organization. If you choose this option, note that all users in the org will have the access level you choose in step c, below. Otherwise, select the individual roles and/or users with whom you want to share the dashboard.

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.

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.

How do I add a dashboard to a community in Salesforce?

Enable and Map DashboardsOpen Experience Workspaces.Click Dashboards | Settings.For each of the pages, select the dashboard you want to show to community managers. To change the name of the dashboard page, click inside the dashboard label. … Click Save.

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.

How do I link my website to my dashboard?

Embedding a Dashboard Into Your Website Within TolaData, navigate to the dashboard that you want to embed. Click on the sharing symbol (three dots) In the modal that opens up, activate “Allow access via link” Click on “Copy link” Click on “Save share options”More items…•

How does sharing rules work in Salesforce?

Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.

How do I send a report link in Salesforce?

Run the report and copy the report’s URL from the browser. Begin creating your custom link. Set the Content Source field to URL. In the large formula text area, paste the report URL you copied.

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.

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.

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.

What is a good report?

A good report is like a trusted advisor: You won’t make a big decision without checking in for guidance, and you like to check in on a regular basis. For example, our Account Executive may look at a report of her closed opportunities on a weekly, monthly, or even daily basis, so she can stay on top of her monthly and quarterly quotas. She needs that report to determine if she’s on track, and she may take action or change what she’s doing based on the data she sees. When she’s accessing this important report, she can view it directly in Salesforce, or she can have it sent to her on a schedule.

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 aggregate in math?

Aggregate is the metric that’s the basis of your condition. It can be Record Count, Average Amount, Smallest Amount, Largest Amount, or Sum of Amount. Operator is the basis of comparison, such as Equal, Not Equal, Greater Than, and so on. Value is the number that you want the aggregate compared to.

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