App Tutorial

Easy Steps to Share a Salesforce Dashboard - 6 Steps

Jason Gong
App automation expert
Apps used
April 15, 2024

Share a Salesforce dashboard by navigating to the Dashboards tab, selecting All Folders, choosing your dashboard folder, and setting access levels for Public Groups or Users. This streamlined process ensures effective collaboration and data-driven decisions.

Understanding Salesforce dashboard permissions and access levels is crucial for secure and efficient dashboard sharing.

Enhance your Salesforce workflow by automating dashboard sharing and data management tasks with Bardeen.

How to Share a Dashboard in Salesforce

Sharing a dashboard in Salesforce is a crucial task for users looking to collaborate and make informed decisions based on collective data analysis. This guide will walk you through the necessary steps and considerations for sharing dashboards effectively within Salesforce, focusing on the keywords: salesforce share dashboard, how to share a dashboard in salesforce, salesforce dashboard permissions, and dashboard access salesforce.

Looking to automate Salesforce tasks? Bardeen can streamline your workflow and enhance collaboration. Download the app to get started.

Salesforce Share Dashboard

To share a dashboard in Salesforce, the process begins by navigating to the Dashboards tab within your Salesforce interface. Here, you'll find the option to access All Folders, which houses your dashboard folders. Sharing is facilitated through the dashboard's folder rather than individual dashboards, ensuring a streamlined approach to visibility and access control.

  1. Go to the Dashboards tab.
  2. Select All Folders to view your dashboard folders.
  3. Locate your desired dashboard folder, then click the dropdown arrow (carrot) next to it.
  4. Choose Share from the dropdown menu.
  5. In the popup window, select to share with Public Groups or Users, and set the View Access level.
  6. Click Share, then Done to complete the process.
Automate your Salesforce workflows and enhance data sharing with Bardeen's Salesforce integrations. Learn more about our Salesforce integration workflow automation guide.

How to Share a Dashboard in Salesforce

Sharing a dashboard effectively requires understanding the nuances of Salesforce's sharing settings. It's important to note that visibility and access to dashboards are governed at the folder level. This means that sharing settings applied to a folder will affect all dashboards contained within that folder. Therefore, it's essential to organize your dashboards thoughtfully and be mindful of the access levels granted to different users or groups.

Salesforce Dashboard Permissions

Managing dashboard permissions is integral to sharing dashboards in Salesforce. Permissions are set at the folder level, allowing for a granular control over who can view or edit the dashboards within. Salesforce provides options to share folders with individual users, roles, public groups, or the entire organization, depending on the level of access required. When setting permissions, consider the principle of least privilege to ensure users have access only to the data they need.

Dashboard Access Salesforce

Access to dashboards in Salesforce is controlled through a combination of folder permissions and the visibility settings of the individual dashboards. To ensure seamless collaboration and data sharing, it's crucial to manage these settings carefully. Utilize public groups for broader access control, and tailor individual user permissions to align with their specific roles and data needs. Regularly reviewing and updating these permissions will help maintain the integrity and confidentiality of your Salesforce data.

Boost Your Salesforce Efficiency with Bardeen Automations

Sharing a dashboard in Salesforce can be done manually as described above, but for teams looking to streamline their workflow and enhance collaboration, automating this process and related tasks can be highly beneficial. Through Bardeen, you can automate various Salesforce tasks, making data sharing and management more efficient and error-free. Here are some examples of how Bardeen can automate Salesforce-related workflows:

  1. Sync Salesforce Leads with Google Sheets and Share on Slack: This playbook automates the process of copying leads from Salesforce into a Google Sheet and sharing this information on Slack, enhancing team collaboration and lead management efficiency.
  2. Copy all Salesforce accounts to Google Sheets: This automation simplifies the process of transferring account information from Salesforce to Google Sheets, enabling easier analysis and sharing of data across your team.
  3. Save a Salesforce account to HubSpot as new company: Streamline your CRM processes by automatically copying Salesforce account details into HubSpot as a new company record, ensuring your customer data is synchronized and up to date.

Automating these tasks not only saves time but also ensures that your data is accurately shared and managed across platforms. Start automating with Bardeen by downloading the app.

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