How do I make my Salesforce dashboard public?

How do I make my Salesforce dashboard public?

1. Navigate to the Dashboards tab.
2. Select All Folders listed on the left-hand side.
3. Click the carrot on the far right of the row with your Dashboard Folder name.
4. Select Share from the dropdown.
5. In the new popup window, Share with Public Groups or Users, View Access.
6. Click Share, and then Done.

How do I create a new folder in Salesforce?

Creating a New Salesforce Folder

1. Open the Salesforce Site.com Studio.
2. Click on the Overview tab.
3. Hit the All Site Content view under the Type Site list.
4. Click on Create New Folder.
5. Enter the new folder’s name.
6. Hit Create.

Where are folders in Salesforce?

Required Editions and User Permissions To access report and dashboard folders, click the Reports or Dashboards tab. To access document folders in Salesforce Classic, click the Documents tab. To access library folders in Lightning Experience, click the Files tab, and then click Libraries.

How do I give permission to a folder in Salesforce?

1. In Salesforce Maps, click Layers | Saved.
2. Select Corporate.
3. Right-click the folder that you want to set permissions for. Then, click Edit Permissions.
4. To add a permission, click Create New | User or Create New | Profile.
5. Set the permissions that you want to grant to your user or profile.

What do I need to know about dashboard permission?

In organizations using enhanced folder sharing, users can edit some dashboard details and save the changes as the current running user of the dashboard. They will be restricted to which details they can modify if they are not the running user of the dashboard. To ensure complete access, the profile permission “View All Data” must also be granted.

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.

Can you give edit access to dashboard sharing?

With Dashboard sharing, you cannot specify edit access. For end users, you never want to give edit access, however, if you are working with a team of developers, and you want to provide them with access to edit the content, you cannot do that with dashboard sharing.

What happens if I edit a dashboard in dashoard?

The user will be automatically set as the Running User and cannot be changed to any other user. NOTE: If a user sees the “Edit” button for a dashboard they didn’t create, the “Insufficient Privileges” message will display when editing.