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How do I make my Salesforce dashboard public

Sarah Martinez |

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 make my Salesforce dashboard folder public?

When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public or custom folder, select the folder in the Save dialog box.

How do I make my salesforce report public?

  1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
  2. Select Public Groups.
  3. Find the group you want, and click Share.
  4. Choose the sharing level you want to give this group. …
  5. Click Done, review your changes, and click Close.

How do I give access to my dashboard in Salesforce?

  1. Click. …
  2. In the Quick Find box, enter Profiles , then select Profiles.
  3. Click the Program Management Standard User profile.
  4. In the System section, click System Permissions.
  5. Click Edit.
  6. Select View Dashboards in Public Folders and View Reports in Public Folders.
  7. Click Save.

Can you share a private dashboard in Salesforce?

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.

How do I assign a dashboard to a user in Salesforce lightning?

  1. From Setup, enter “App Builder” in the Quick Find box, then select Lightning App Builder.
  2. Click New.
  3. Choose where to embed the dashboard. …
  4. Click Next.
  5. Give your app page or home tab layout a label, then click Next.
  6. Choose a page template, then click Finish.

What is private folder in Salesforce?

A private folder is a special folder available for each Salesforce user, and is also known as the My Personal Custom Reports folder for a report folder. For dashboards, it is called My Personal Dashboards (in Classic), or Private Dashboards (in Lightning Experience).

How do I make my dashboard public?

  1. Navigate to Performance Analytics > Dashboard Admin.
  2. Click a dashboard to open it.
  3. Choose from the following options in the Visible to field: option. description. Everyone. Select roles that can access this dashboard. Users and Groups. Select users and groups that can access the dashboard.

How do I view my dashboard in Salesforce?

To access the dashboard builder, click on the Reports tab and click New Dashboard. Check out this short video introducing you to the drag-and-drop dashboard builder. Get started with building a dashboard by dragging a component [1] into the preview pane [3].

How do I share a dashboard?
  1. View the Dashboard you want to share.
  2. Click Share > Share Object.
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How do you share a lightning dashboard?

Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. Click Share -> For Select the folder access level for the user, role, group, or territory, Here I choose View -> Click Done. Follow the screenshots below.

How do I give access to a specific user in Salesforce?

  1. On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.
  2. Select Internal Users.
  3. Find the user you want, click Share, and choose an access level.
  4. Click Done, review your changes, and click Close.

Can community users create reports?

Moreover, community users can now create and manage reports on the community by themselves (as long as you have given them permission of course!). … The Report Builder page is available to community users with a Partner Community or Customer Community Plus license and following permissions: Create and Customize Reports.

How do I create a dashboard folder in Salesforce lightning?

  1. On the Reports or Dashboards tab, click New Folder.
  2. Name the folder. The folder name must be unique. You cannot have more than one report or dashboard folder with the same name as another report or dashboard folder.
  3. Click Save.

How do I create a dynamic dashboard in Salesforce?

To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you’d like, and select the right folder for proper organization.

What are the key differences between public and private reports in Salesforce?

  • Public Report: The report will be available to all users who have the report enabled in their permissions. …
  • Private Report: Report will only be available to the user who created it. …
  • Note:

How do I create a private folder in Salesforce?

  1. Enter a Folder Label . …
  2. Choose a Public Folder Access option. …
  3. Select an email template and click Add to store it in the new folder. …
  4. Choose a folder visibility option: …
  5. Click Save.

How do I enable enhanced folder sharing in Salesforce?

  1. From Setup in Salesforce Classic, enter ‘Folder Sharing’ in the Quick Find box.
  2. Select Folder Sharing.
  3. Select Enable access levels for sharing report and dashboard folders.
  4. Click Save.

Can Admin see private reports in Salesforce?

No, you can’t. a User’s Personal Provate Folder can’t be seen by anyone (including Super-Duper Admin Power Users).

How do I find the owner of a salesforce report?

  1. From Setup, enter Account Owner Report in the Quick Find box, then select Account Owner Report. This option is available only in organizations that have a private account sharing model.
  2. Select the checkbox to allow all users to run this report. …
  3. Click Save.

How do I show the dashboard on my homepage in Salesforce?

  1. Click Customize Page in the “Dashboard” section of the Home tab.
  2. Select a dashboard to be the Home Page default.
  3. Click Save.

How do I add a dashboard to a record page in Salesforce?

Go to an existing Lightning Experience page, select the wheel icon at upper right, then click Edit Page. Or, go to Lightning App Builder, click New, and follow the prompts to create a Lightning page. Then, follow these instructions to embed a dashboard in the page.

How do I create a dynamic dashboard?

From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don’t have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.

How do I change the view in Salesforce dashboard?

  1. Edit a dashboard.
  2. Click. …
  3. Choose a running user setting. …
  4. Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. …
  5. Click OK.

Who can view dashboard 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 change the dashboard in Salesforce?

  1. Click Customize Page in the Dashboard section of the Home tab.
  2. Search for a dashboard and select a different dashboard from the drop-down list.
  3. Click Refresh to refresh the data in your dashboard.

How do I give permission in Salesforce?

  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. Select a user.
  3. In the Permission Set Assignments related list, click Edit Assignments.
  4. To assign a permission set, select it under Available Permission Sets and click Add. …
  5. Click Save.

How do I run a dashboard as a user logged in?

  1. Select Dashboard as your report type.
  2. Add the Filter in the report as – Dashboard running user = Run as logged-in user, let authorised users change running user.
  3. Click apply and run report.

What is a public dashboard?

Public dashboard links are a free way for you to share dashboards with a larger, public audience. Public dashboards can accommodate up to 1000 viewers at one time. It’s important that Klipfolio customers know that public links are indexed by search engines, and can be found be folks searching for related topics.

How do I make dashboard visible to all in Servicenow?

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

How do I give access to Splunk dashboard?

  1. From the Dashboards page, select the dashboard for which you want to edit permissions.
  2. Click the gear icon and select Edit Permissions.
  3. (Optional) Edit Global read and write permissions.

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