How do I share a dashboard folder in Salesforce?

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. Follow the screenshots below.

How do I give access to the dashboard folder in Salesforce?

Grant Users Access to Reports and Dashboards

  1. Click. …
  2. In the Quick Find box, enter Profiles , then select Profiles.
  3. Click the Program Management Standard User profile.
  4. In the System section, click System Permissions.
  5. Click Edit.
  6. Select View Dashboards in Public Folders and View Reports in Public Folders.
  7. Click Save.

How do you share a lightning dashboard?

Share a Report or Dashboard Folder in Lightning Experience

  1. Click next to the folder name on any page that lists report or dashboard folders.
  2. Click Share.
  3. Form the Share With dropdown, select who you want to share with.
  4. For Name, enter the name you want to match.
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How do I assign a dashboard to a user in Salesforce lightning?

Add Dashboards to the Lightning Experience Home Page

  1. From Setup, enter “App Builder” in the Quick Find box, then select Lightning App Builder.
  2. Click New.
  3. Choose where to embed the dashboard. …
  4. Click Next.
  5. Give your app page or home tab layout a label, then click Next.
  6. Choose a page template, then click Finish.

How do I pin a dashboard in Salesforce?

Keep Favorite Report Folders in View

  1. In the list of report and dashboard folders, hover over any folder, then click .
  2. Select Pin to top. Your folder moves to the top of the folders list.

How do I create a dashboard folder in Salesforce lightning?

You can create report and dashboard folders in Lightning Experience.

  1. On the Reports or Dashboards tab, click New Folder.
  2. Name the folder. The folder name must be unique across all report and dashboard folders.
  3. Click Save.

How do I enable enhanced folder sharing in Salesforce?

In order to enable Enhanced Folder Sharing before the Spring ’22 release, follow these steps:

  1. From Setup in Salesforce Classic, enter ‘Folder Sharing’ in the Quick Find box.
  2. Select Folder Sharing.
  3. Select Enable access levels for sharing report and dashboard folders.
  4. Click Save.

Can you share a private dashboard in Salesforce?

Salesforce provide a great feature share report and dashboard folders in Lightning Experience. … You can share a report or dashboard folder with up to 25 users, groups, roles, or territories from the UI. To share a folder with up to 500 users, groups, roles, or territories, use the folder sharing REST API.

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Which set of folder sharing options are available in Salesforce Classic?

You can share a folder with up to 100 users, groups, roles, or territories using the folder sharing REST API. Share your folder by user, by user group, role, or by territory (1). Choose the access level you want each user, group, role, or territory to have (2).

What is enhanced folder sharing in Salesforce?

Enhanced folder sharing introduces new user permissions and changes each user’s access to existing reports and dashboards.

How do I make my dashboard public?

Create a public Dashboard

  1. Navigate to Performance Analytics > Dashboard Admin.
  2. Click a dashboard to open it.
  3. Choose from the following options in the Visible to field: option. description. Everyone. Select roles that can access this dashboard. Users and Groups. Select users and groups that can access the dashboard.

How do I share a report in Salesforce lightning?

Share a Report or Dashboard Folder in Lightning Experience

  1. Click next to the folder name on any page that lists report or dashboard folders.
  2. Click Share.
  3. Form the Share With dropdown, select who you want to share with.
  4. For Name, enter the name you want to match.

When you specify a single running user of a dashboard that user?

When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user’s security settings.