Salesforce Assign Dashboard To User. Create a picklist on the user object with each of the different possi
Create a picklist on the user object with each of the different possible role/team names, and do a bulk update to assign each user to a team/role. Now what i want is that I want to create a new home page layout and assign that dashboard to t Grant Users Access to the Dashboard Designer From Setup, enter Analytics in the Quick Find box, then select Settings. Empower your users to create their own dashboards! You can grant this permission by editing a profile for a group of users, or by creating and assigning a permission set to a specific user. When enhanced folder sharing is enabled, all users get Viewer access to report and dashboard folders, except users with higher administrative permissions. From the Home Page, users can easily access the most frequently used features. All users with access to the dashboard see the same data, regardless of their own personal security settings. In Dashboards, click Seller Dashboardand click Edit. In contrast, Monday CRM is designed with simplicity in mind, providing an intuitive and user-friendly interface that allows users to quickly navigate and manage their tasks without extensive training. To allow a user to edit a dashboard where the owner and 'View Dashboard As' (running user) is set to another user, on top of the “Manage Dashboards in Public Folders” permission, the editor of the dashboard will need additional permission depending on the Role assigned to the running user. Consider using this approach to assigning dashboard and folder permissions when you have users, service accounts or teams who require access to groups of related dashboards or folders. If the viewer has View My Team’s Dashboards permission, they can view the dashboard as themselves or as anyone beneath them in the role hierarchy. To give users broader privileges, assign Editor or Manager folder access and give report and dashboard user permissions as needed. Is there a way to do this without creating new profiles? Dec 10, 2024 · Sharing Salesforce Dashboard folders allows teams to collaborate, share insights, and align strategies efficiently. You need to figure out which permissions in those sets are appropriate and then assign them to the Grant folder permissions When you grant user permissions for folders, that setting applies to all dashboards and subfolders contained in the folder. Salesforce offers a list of standard components that can be used to customize the Home Page. Nov 29, 2024 · Creating Dashboards in Salesforce is a great way to visualize your data effectively, improve efficiency, and drive insights. Aug 27, 2019 · I was just asked by my Director of Sales to set a Specific Dashboard for him and one other user. Download Odoo or use it in the cloud. Grant Users Access to Reports and Dashboards As a Salesforce system admin ensure that your users can see Program Management Module reports and dashboards, update the Program Management Standard User profile to provide access to shared public folders. In the dashboard panel, click the gear icon. Learn how to seamlessly embed CRM Analytics Dashboards into your Sales Home page for streamlined reporting and data access. Select Enable dashboard designer, and then click Save. Learn how to create impactful Salesforce reports and dashboards to monitor your sales pipeline and industry segments effectively. Something like "'Company Name' Role". Here are a few crucial Salesforce user permissions you should not assign. Oct 8, 2023 · There is one further option available under the ‘View Dashboard As’ section and this is an optional checkbox called ‘Let dashboard viewers choose whom they view the dashboard as’. Click Done. Embedded dashboards are fully interactive. Apr 15, 2024 · Learn how to add a dashboard to the Salesforce homepage for enhanced data visibility and decision-making, including a step-by-step guide and tips. When you’re ready to share Salesforce data with colleagues, build a dashboard. Standard User Licenses Standard user licenses provide internal users access to Salesforce. Jul 22, 2024 · Regardless of your expertise in the ecosystem, security and integrity of your implementations will always be paramount. Activate Your Salesforce Lightning Homepage You’ll need to activate your page before users can see it – click Activate in the top, righthand corner. Jul 26, 2021 · Then, select Save. Assign accurate roles to grant record access Roles in many ways mimic how your team is structured in real life. Jun 28, 2021 · I have read about assigning a single dashboard to multiple users. Learn more about controlling what Users can do within your Salesforce Organization using User Profile permissions. Click the Settings tab, and then turn on Activities Dashboard. Click Permission Set License Assignments to verify that the following license assignments are available in your Salesforce org instance. Apr 2, 2025 · Wondering how to make the most of your Salesforce reports? Learn how to share a dashboard in Salesforce in five different ways. The running user options are: Run as specified user. Your Microsoft 365 or Office 365 subscription comes with a set of administrator roles that can be assigned in the Microsoft 365 admin center. Assigning users to a role hierarchy makes records accessible within their team. From the Dashboard drop-down list, choose a dashboard to embed. Salesforce Help Docs Commerce Marketplace Change the Running User for Dashboards Quickly change the running user for Dashboards. Next, you’ll assign the homepage as the org default, for a specific App, for specific profiles, or a combination of Apps and Profiles. Oct 6, 2025 · This field can be leveraged to indicate the user’s persona, triggering a User Access Policy to fire, automatically assigning the appropriate Permission Set Group to the User on create or edit of the record, saving Admins even more time in assigning permissions to users. In this Salesforce video, I will explain How to Add a Dashboard to the Home Page in Salesforce and show the step-by-step process. The license used to access Einstein Activity Capture determines which permission set users need. Jul 2, 2025 · Dashboard sharing respects this model, meaning users will only see data they already have permission to access, regardless of the dashboard’s configuration. The dashboard runs using the security settings of that single, specific user. If an embedded dashboard is squished into too small a space, then a If Emily is the dashboard’s running user, then the dashboard shows data about all the Leads in Salesforce. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. It seems the bottom line is that for user need the CRM Analytics permission set to view those Apps, which is only available with certain permission set licenses. My AE said that we would need a CRM growth or plus license for users to just view dashboards at all. more In this video we will learn about how to share a dashboard in Salesforce, give other users access to dashboards, distribute Salesforce analytics easily, shar Learn how to confirm Salesforce-Pardot connectors and set up B2B Marketing Analytics in under 10 minutes to optimize campaign performance. Dashboards should now be available for Salesforce users with the assigned home page layouts. Access docs, tools, tutorials, and more on the Salesforce Developers website. Dec 7, 2025 · Learn proven strategies for sales territory management that empower reps and managers and boost sales performance. Click the New Dashboard button in the upper right I want to add a CRM Analytics Dashboard to a Home tab in Salesforce so users without CRM Analytics license can have view it, but was wondering if this is possible, or is it necessary to buy a separ Learn how to create effective Salesforce dashboards that drive action and improve decision-making for your RevOps, marketing, and sales teams. Set up imports that dynamically adjust based on whether the user is a Sales Manager, Sales Rep, Marketing Manager, or other role, providing role-appropriate data views automatically. GoTo Support is here for all your GoTo products. Log into the Salesforce org. So these groups provide a convenient way to manage access permissions and ensure seamless collaboration among users, roles, and other groups. com gives all users access to every report. It’s the calm, organized way to manage projects, work with clients, and communicate company-wide. If you don’t already have one, follow these steps to create a dashboard in Salesforce: In Salesforce Lightning, navigate to the Dashboards tab from the App Launcher. Universal Containers deploys a new Agentforce Service Agent into the company's website but is getting feedback that the Agentforce Service Agent is not providing answers to customer questions that are found in the company's Salesforce Knowledge articles. Save your changes. 4. Oct 26, 2021 · how to add view access to Dashbord in Salesforce for a profile? Why user cant see this dashboard? It is in public folder and on a profile there are enabled 'give view access to reports in public fo 1 day ago · Get a brief overview of Salesforce Spring 2026 release notes and discover the top features and upgrades for Salesforce users, admins & developers. Grow Your Business. Jan 13, 2026 · HubSpot users with Add and edit users permissions can customize permissions for new and existing users in their HubSpot account. By mastering these tools, you elevate not just your own skillset—but your entire org’s decision-making capabilities. Navigate to Setup > Users. The dashboard is created, but I cannot find a way to set it to their home. Set up reports and dashboards to deliver information to your users in the ways that work best for them. 1 day ago · Description It would be great for Lightdash content governance to be able to assign owners to different dashboards to make it clear who is responsible for maintenance and accuracy. 3. Folders control access to the dashboard, but the running user determines access to data. Now what i want is that I want to create a new home page layout and assign that dashboard to t Manage Permission Set Assignments You can assign permission sets to a single user from the user detail page or assign multiple users to a permission set from any permission set page. Oct 26, 2021 · how to add view access to Dashbord in Salesforce for a profile? Why user cant see this dashboard? It is in public folder and on a profile there are enabled 'give view access to reports in public fo Jan 8, 2026 · In order to perform tasks, such as adding users, assigning licenses, or configuring services, you must be assigned an administrator role in Microsoft 365 for business. Dec 11, 2024 · Hello Trailblazers! Public Groups in Salesforce are a versatile and essential feature designed to streamline user management and data sharing across your organization. Anyone at your organization with access to your Salesforce instance can make reports and dashboards, so the burden is not all on the Salesforce admin. Click the user profile to which you want to assign the permission sets. Jul 19, 2022 · Discover how to streamline your access and permissions management in Salesforce with the User Access and Permissions Assistant. Complete steps 3-6 for each home page layout that should have dashboard snapshots available. Use Salesforce user data to automatically filter dashboards based on user roles. Mar 23, 2022 · Once you are happy with your homepage, click ‘Save’. Apr 26, 2017 · I have created a dashboard folder with two charts and I have given access to the folder to three user. Case Assignment Rules in Salesforce Service Cloud automate the process of assigning cases to users or queues based on defined criteria. The five User Types are: • Full User - This type of user has full access to the system. Users can easily drill down into the details including selecting the forecast range, switching Forecast Type, or viewing a specific user’s forecast. These licenses include the Salesforce and Platform user licenses. #SalesforceHomePage #SalesforceAddDashboard #AddDashboardToHomePageIn this Salesforce Video Tutorial, I will explain how to add a dashboard to Home page in S Determine who will have access to the dashboards. A simple guide for Salesforce beginners. Learn to build mobile and enterprise apps in the cloud on Salesforce. New to Lightning and I have a request to assign new dashboards to home pages for each director and their direct reports (7 total), however, all users are in the same profile. Login to your Salesforce Customer Account. Required Editions Available in: Salesforce Classic #SalesforceHomePage #SalesforceAddDashboard #AddDashboardToHomePageIn this Salesforce Video Tutorial, I will explain how to add a dashboard to Home page in S Apr 26, 2017 · I have created a dashboard folder with two charts and I have given access to the folder to three user. As a Salesforce administrator, you manage users in your org. Refresh them, apply filters, and click chart segments to drill into filtered reports. Jun 18, 2019 · Give users access to Lightning Experience Reports and Dashboards and enable them to use powerful reporting and analytics features in Salesforce. A problem occurred, please try again later. Assign home pages to different apps and app-and-profile combinations to give your users access to a Home page perfect for their role. Each level of access to a report or dashboard folder consists of a combination of user permissions. Jun 5, 2024 · From record access and territory coverage to granular reporting and forecasting, learn how to streamline your sales organization. Dashboards let you curate data from reports using charts, tables, and metri Nov 14, 2025 · Salesforce offers a comprehensive but complex user interface that may require a learning curve, especially for new users. From ERP to CRM, eCommerce and CMS. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Learn how to efficiently assign and manage user permissions with this feature. This ensures that Nov 25, 2024 · Let's explore Einstein Conversation Insights in Salesforce, Integrating with Zoom & Assigning Permissions for Conversation Insights. As an administrator, you can further fine-tune users’ access to dashboards and reports by assigning or removing one or more permissions. Required Editions Av To enable viewers with appropriate user permissions to choose who they view the dashboard as, select Let dashboard viewers choose whom they view the dashboard as. If Marcus is the running user, then the dashboard only shows data about Leads that Marcus owns. Aug 18, 2025 · In Salesforce, a Default Account Team is a predefined group of users that we can set up to be automatically added to their accounts. In the dashboard panel, click Save. This guide explores the core elements of Agentforce, and it’s the first in a series of guides that will evolve alongside Agentforce itself. Required Editions Available in: both Salesforce Classic and Lightning Experience 1. How To Assign Edit Dashboards Permission To A User In Salesforce Platform (Tutorial 2026) 🤓 I cover everything from website builders to hosting platforms, showing you exactly how to use Jul 26, 2021 · Dashboards are just one of the standard components that can be added to a Salesforce home page layout this way, and a default dashboard can be assigned to users in Lightning. Aug 30, 2024 · Grant extra access without changing profiles: create permission sets & groups, assign them to users, and manage high‑level security in Salesforce. May 20, 2024 · Home Page in Salesforce Salesforce’s Home Page is customizable and contains sections and components that display relevant data, reports, dashboards, and other tools. It is possible for System Administrators to create custom Home Page Layouts, and assign the layouts to users based on their user profile. When this option is enabled then a Dashboard reader, with appropriate user permissions, can choose who they view the dashboard as. Create detailed sub-role customization. Jan 9, 2026 · Discover the top Spring ‘26 Salesforce updates for marketers – from agentic campaign to multi-channel support and improved reporting. Step 3. But I would like to use "User Profile" to dynamically assign a dashboard which can For example, add the Sales Pipeline dashboard to the Home tab to give your sales team the information they need when they log in to Salesforce. The Users screen is displayed with the list of user profiles. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Settings. Trusted by millions, Basecamp puts everything you need to get work done in one place. Users can configure Topic Profiles, update Topic Profiles, and have full control over the Radian6 Analysis Dashboard. How to manage User Profiles and Perm We would like to show you a description here but the site won’t allow us. Dashboards need space to display charts and tables. Then, determine which permission set is correct for a user's needs and assign that permission set to the user, in this case, Laura. Give users access to the Activities dashboard by assigning a permission set. Because you can’t delete a user-owned dashboard that is assigned to another user, this sample shows how to use impersonation to delete the user-owned dashboard. How to Assign Edit Dashboards Permission to a User in Salesforce [2025 full guide] From getting started to realizing value to resolving issues, Salesforce Help has the support resources you need to achieve success now. Sep 19, 2025 · Ten best practices and tips for awesome Salesforce Dashboards and reports. Learn how to access the Users & Teams settings to update user permissions. Reports and dashboards are a key Salesforce feature that give you the data you need to see the big picture and make informed business decisions. Learn how to find and manage them to help keep your org clean and secure. What kind of integrations does Cornerstone support? Cornerstone learning management software integrates with popular enterprise tools like Salesforce, Microsoft Teams, Workday, and other HR and CRM systems, including Applicant Tracking Systems (ATS) and payroll software. For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them. Before you begin Jul 13, 2022 · Inactive users can cause lots of problems for Salesforce Admins. Jan 19, 2019 · Adding a customized color to your dashboard gives it personality and brings it to life! You can choose either a light or dark theme and one of 14 color palettes. Sep 23, 2024 · Step 1: Create a Dashboard in Salesforce Before embedding a dashboard into a Lightning page, you need to have a dashboard ready. Select Save & Assign to assign the home page layout to Salesforce profiles (for example, marketing). Jan 15, 2025 · Take control of user access in Salesforce with User Access Policies. May 8, 2025 · Salesforce Reports and Dashboards are essential tools for Admins to empower users and unlock the full value of their data. The CRM Analytics Plus license comes with 2 permission sets: CRM Analytics Plus Admin and CRM Analytics Plus User. Is there a way to do this without creating new profiles? Learn how to embed and customize dashboards in Salesforce for improved sales rep visualization and productivity in this step-by-step guide. Aug 8, 2024 · Learn how to create a Salesforce dashboard and add it to Salesforce homepage for easy access and better insights. We would like to show you a description here but the site won’t allow us. . Salesforce user licenses are for users who need full access to Salesforce CRM objects and AppExchange apps. Download, install, test, read popular topics, user guides, and find resources that will help you use your product. Salesforce dashboard reporting services allow system administrators to specify access to reports to by user and to place security controls. USER ROLES User Roles Overview User Roles provide an organization with control over what individual users can do within Salesforce Radian6. Aug 8, 2021 · The lightning component enables the user to choose a dashboard from a list of available folders in the org, upon selecting a dashboard this dashboard is saved for current user, replacing the default dashboard for that user in order to avoid having that user having to select a dashboard every time, therefore making the user interaction persistent. 2. Nov 13, 2023 · Most importantly, when used correctly, Salesforce Forecasting is bound to be a hit with your sales teams due to its powerful, intuitive, and visually appealing interface. Fully illustrated with examples and screenshots. Methods for Sharing Dashboards in Salesforce Salesforce offers several methods for sharing dashboards, each catering to different use cases and levels of granularity. You can also limit edit access to properties and assign content access for specific users. Learn how to assign and setup CRM Analytics permissions effectively to control user access for different roles within Salesforce. I have a Revenue Intelligence license and have been dabbling in making Apps/Dashboards. If someone leaves the company it would be helpful to be able to surface what content these users own so that ownership can be transferred. Under View Dashboard As, select Me. Besides creating and assigning users, user management includes working with permissions and l Aug 15, 2023 · This sample shows how to assign a user-owned visualization to another using the AssignRequest message. While restricting access to certain dashboards reports may be important depending on the industry, BombBomb. Salesforce Customer Secure Login Page. In Salesforce Account teams, we can also assign a member from the default account team.