How to Share Dashboard in Salesforce
Here is a step-by-step tutorial to share a dashboard in Salesforce:
- Navigate to Dashboards in the menu bar on the top.
- Select All Dashboards in the left pane.
- Click on the down arrow button of the dashboard you want to share. And select Move from the dropdown.
- Since dashboards cannot be shared directly, you'll need to share the folder where they're located.
- You can also create a New Folder for a dedicated dashboard if you want to limit what you share.
- Now let's locate the folder your dashboard is under. Head to All Folders in the left pane.
- Select the folder to which you added your dashboard and click on the down arrow to reveal a dropdown. You will find the Share option there.
- You can choose the group with which you'd like to share the folder.
- You can also decide the access level by choosing between View, Edit, or Manage access.
- In the Names filed, select the users you want to share the dashboard with.
- Finish by clicking on the Done button.
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