Salesforce dashboards are more than individual tools; they’re a gateway to team collaboration and data-driven decisions.
This guide will walk you through sharing your Salesforce dashboards, ensuring every team member stays informed and aligned.
Understanding Salesforce Dashboard Sharing
Dashboard sharing in Salesforce is vital for teamwork, offering benefits like unified data views, quick decision-making, and streamlined communication.
But how do you share a dashboard effectively? Let’s dive in.
Pre-Requisites for Sharing Dashboards
You require some Salesforce permissions and roles to activate the user-sharing dashboard. Here are the essential prerequisites for sharing dashboards on Salesforce:
User Permissions and Roles
Ensure your Salesforce setup has the necessary user permissions and roles for sharing. Key permissions include “View Dashboards in Public Folders” and “Create and Customize Dashboards.”
Roles and Hierarchies
In Salesforce, there’s a system that uses roles to control who can see what. Every user has a role. When you share a dashboard, think about the roles of the users you’re sharing it with.
You can set up the dashboard so that different roles see different parts of the information. This way, the right people see what they need based on where they are in the organization.
Dashboard Visibility Settings
Salesforce dashboards have settings to decide who can see them. There are three main settings to know.
- Private dashboards are only for the person who made them. If you want to share, the creator has to allow access to others.
- Public read-only lets others view but not change the dashboard. It’s good when you want to show information without letting anyone make changes.
- Public read/write lets others both view and make changes. This is handy for teamwork when many people need to add or change things on the dashboard.
Step-by-Step Guide to Sharing a Salesforce Dashboard
Sharing your Salesforce dashboard is crucial for effective collaboration and ensuring that key insights are accessible to the right stakeholders. Follow this detailed walkthrough to seamlessly share your dashboard with the necessary users.
Step 1: Open Your Salesforce Dashboard
- Navigate to the Salesforce homepage and log in to your account.
- Once logged in, locate and open the dashboard you want to share.
- Click on the dashboard name to enter the dashboard view.
Step 2: Click on the “Share” Button
- In the upper-right corner of the dashboard, you’ll find the “Share” button.
- Click on it to access the sharing settings for the dashboard.
Step 3: Choose Sharing Settings
A new window will appear, allowing you to define the sharing settings.
- Select “Share Dashboard” and choose the type of access you want to grant: Public Link, Specific Users, or Groups.
- Adjust the settings according to your collaboration needs.
Step 4: Add Specific Users or Groups
- If you selected “Specific Users” or “Groups,” you can now add the Salesforce users or groups you want to share the dashboard with.
- Start typing their names, and Salesforce will provide suggestions.
- Click on the correct suggestion to add them.
Step 5: Define Access Levels
- For each user or group added, define their access level—Read-Only or Read/Write.
- This controls whether they can only view the dashboard or also make changes.
- Click “Add More” if you need to include additional users or groups.
Step 6: Save Changes
- Once you’ve added all the users or groups and defined their access levels, click “Done” to apply the sharing settings.
- Your dashboard is now shared with the selected users or groups based on the specified access levels.
Troubleshooting Common Issues when Sharing Dashboards
Here are the common problems you might encounter while sharing your dashboard on Salesforce and the best solution to troubleshoot them:
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Access Denied Issues
- Issue: Users might encounter “Access Denied” messages when trying to view a shared dashboard.
- Solution: Confirm that the dashboard’s sharing settings are configured correctly. Check the user’s profile and ensure they have the necessary permissions to access and view dashboards.
Missing User or Group in Sharing Settings
- Issue: Shared users or groups might not be able to view the dashboard.
- Solution: Revisit the dashboard’s sharing settings and verify that all intended users or groups are added. Ensure correct spelling and user/group selection. Save changes if modifications are needed.
Incorrect Access Levels
- Issue: Users may have unintended access levels (Read-Only vs. Read/Write).
- Solution: Double-check the access levels assigned to each user or group in the sharing settings. Adjust as needed, and remind users to refresh their browsers to apply the changes.
Public Link Issues
- Issue: Users may experience difficulties accessing the dashboard through a public link.
- Solution: Confirm that the public link is generated and accessible. If issues persist, regenerate the link and share it again. Ensure that the sharing settings allow for public link access.
Changes Not Reflecting
- Issue: Shared users may not see the latest changes made to the dashboard.
- Solution: Instruct users to refresh their browsers to ensure they are viewing the most recent version of the shared dashboard. Additionally, verify that the dashboard’s running user has the necessary data access for shared users to see updates.
Sharing with Large User Groups
- Issue: Sharing with a large user group might be inefficient or lead to performance issues.
- Solution: Consider sharing with smaller user groups or using public links for broader access. Evaluate the impact on performance and adjust sharing methods accordingly.
Advanced Tips and Tricks
Over the years of experience on the Salesforce platform, here are some of the advanced tips and tricks we’ve learnt to make operation easier and faster:
Dynamic Dashboard Filters
- Tip: Leverage dynamic dashboard filters to allow shared users to interactively filter data based on their preferences.
- How-to: In the dashboard editor, add a filter component and choose dynamic options. Shared users can then adjust filters without altering the dashboard’s underlying structure.
Nested Folders for Hierarchical Access
- Tip: Organize dashboards into nested folders to create a hierarchical structure for sharing.
- How-to: Create folders within folders to represent different departments, teams, or projects. Share at the folder level to grant access to all contained dashboards at once.
Utilize Permission Sets for Granular Control
- Tip: Use Salesforce permission sets to provide granular control over dashboard access.
- How-to: Assign permission sets to users based on their roles or responsibilities. This allows for more nuanced control beyond profile-based access.
Sharing Salesforce dashboards effectively enhances team collaboration and data-driven decision-making.
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