Contents
How do I view a community dashboard in Salesforce?
For example, a Salesforce Classic dashboard is displayed as a Lightning dashboard….Required Editions and User Permissions
- Open Experience Workspaces.
- Click Dashboards.
- Click the dashboard page that you want to view.
How do I give permission to view reports in Salesforce?
Grant Users Access to Reports and Dashboards
- Click.
- In the Quick Find box, enter Profiles , then select Profiles.
- Click the Program Management Standard User profile.
- In the System section, click System Permissions.
- Click Edit.
- Select View Dashboards in Public Folders and View Reports in Public Folders.
- Click Save.
How do I give a report folder access to users in Salesforce?
Let’s we take an example to share a Report folder. 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.
What are sharing rules for customer community plus user?
With a Partner Community user you have a Super User mode which allows this. With a Customer Community user you have Sharing Sets. With the Customer Community Plus user license you have neither to enable this simple use case sharing.
How to display reports and dashboards in partner community?
How to Display the Reports and Dashboards in Partner Community .Which permissions need to give if we want to access the reports and dashboards in Community ? please advise .
Is there any updates on account owner’s activity visibility?
Are there any updates on Account Owner being able to see activities of users. Activity object is currently set to controlled by parent, but Account Owner cannot see activities. Yes, please fix this ASAP, have a client in need of this urgently. Has this issue been resolved? April Cook – 2 years ago