Whether you're a beginner or an experienced Salesforce user, sharing dashboards can come in handy when you're trying to collaborate with other users or have insights of your data. Here’s a practical guide on sharing dashboards in Salesforce, with step-by-step instructions.
What Is a Dashboard?
A dashboard is a graphical representation of key performance indicators (KPIs), metrics, and data. It is used to help users understand and analyse data quickly and make better decisions regarding their business processes.
Steps to Share a Dashboard in Salesforce
- Log in to your Salesforce account.
- Navigate to the Reports and Dashboards page.
- Select the Dashboard you want to share and click the Share icon located at the top-right corner of the page.
- Select one of the following sharing options:
- Organizational Viewers – Allows users from the current organizational hierarchy to view or edit the dashboard.
- Public Group – Allows public users to view or edit the dashboard.
- Specific Other Users – Allows specific users to share the dashboard.
5. Click Save.
FAQ
What Is the Difference Between Reports and Dashboards?
Reports and Dashboards can both be used to measure, view and analyse data. The main difference is that a report is a tabular or graphical representation of data while a dashboard is a graphical representation of key performance indicators (KPIs).
How Do I Add Widgets To a Dashboard?
In order to add widgets to your dashboard, you need to navigate to the Reports and Dashboards page and click the 'New Widget' button. You can then select the type of widget you'd like to add and configure its settings.
How Can I Duplicate a Dashboard?
In order to duplicate a dashboard, you can navigate to the Reports and Dashboards page and click the 'Duplicate' button located next to the specific dashboard you'd like to duplicate.
Can I Share Dashboards With External Users?
Yes, you can share dashboards with external users by selecting the ‘Public Group’ sharing option when sharing the dashboard.
How Do I Make a Dashboard Read-Only?
In order to make a dashboard read-only, you can select the ‘Organizational Viewers’ sharing option when sharing the dashboard and ensure that the ‘Edit’ permission is not checked.