How do I make my Salesforce dashboard public?
When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public public/custom folder, select the folder in the Save dialog box.Click to see full answer. Considering this, how do I share a Salesforce dashboard? To share a folder with up to 500 users,…
When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public public/custom folder, select the folder in the Save dialog box.Click to see full answer. Considering this, how do I share a Salesforce dashboard? 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. ( From the Share With dropdown, select who you want to share with. Beside above, how do I customize my dashboard in Salesforce? To customize a dashboard, view it and click Edit. Add a Dashboard Component in Salesforce Classic. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it. Modify a Dashboard Component in Salesforce Classic. Additionally, how do I grant access to a Salesforce dashboard? Grant Users Access to the Dashboard Designer From Setup, enter Analytics in the Quick Find box, then select Settings. Select Enable dashboard designer, and then click Save. For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them. How do I control access to reports in Salesforce?From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don’t have access, select the Standard Report Visibility checkbox .
