How do I change the view as in Salesforce dashboard in lightning?

How do I change the view as in Salesforce dashboard in lightning?

If you have “View My Team’s Dashboards,” you can choose any user below you in the role hierarchy. Edit a dashboard. Under View Dashboard As, select who people view the dashboard as: Me — Dashboard readers see data in the dashboard according to your access to data.

How do I customize my dashboard in Salesforce?

To customize a dashboard, view it and click Edit. Add components by dragging a component type onto the dashboard, then dropping a data source (report, s-control, or Visualforce page) onto it. A dashboard component is a visual representation of the data in a report.

How do I change the classic dashboard in Salesforce?

Change a Dashboard’s Properties

1. Click the Dashboard Properties button.
2. Edit the dashboard title and/or folder. Make the desired changes to your dashboard.
3. Click OK to close the Dashboard Properties dialog box.

How to report links in lightning experience Salesforce diaries?

A formula field of type hyperlink where URL will be defined based on the user theme i.e. Classic or Lightning. $User.UITheme – Gives you the information about users current theme. i.e. weather user is in Classic or Lightning. If it returns Theme4d, it is Lightning and if it returns Theme3, it is Classic.

How to use report custom link in Lightning?

Once you add the field on the page layout, remove the report custom link from page layout as formula field will work both in classic and Lightning. Also, To pass filter parameter in classic, use pv0 whereas use fv0 in Lightning. fv0 — The fv stands for “filter value,” and is the name of the parameter.

Can you export report data in Salesforce profile?

In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. As a best practice, do not allow end users the ability to export report data. Instead give this capability out more sparingly; such as only to managers or super users.

How to enable users on reports and dashboards?

Simply look under System Permissions on a particular Profile to see what Report and Dashboard permissions are checked, and adjust if needed. Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company.