Sharing Reports & Dashboards
Amber Kahr
|
9 steps
|
26 seconds
Salesforce
1
Click "Dashboards"
2
Find the Dashboard you want to share. Note the folder it's currently in.
3
Click "All Folders"
4
Click "Show actions"
5
Click "Share"
6
Select users or groups to share the dashboard folder with.
7
Set the access level - view, edit, or manage.
8
Click "Share"
9
Click "Done"