Salesforce Edit Dashboard Created By Another User, Salesforce provides a robust set of tools and permissions to control dashboard access and ensure data security. I have been trying to find the Create Dashboard Folders permission, which (according to documentation)should be in When user A with role A and Profile A wants to change his view to user B with the same role and profile, he is unable to find any user to view the dashboard as. Note: 'Edit' action is only available in Classic. The difference between the records that show up and the ones that I don't seem to be whether In this guide, we’ll cover how to create, optimize, and manage reports and dashboards, from basic concepts to advanced tricks that drive user 08 How to Share Report and Dashboard folders with Users, Roles, Public Groups in Salesforce Skill Horizon NextGen 98. I've assigned a Permission Set -- If a user needs to edit & save dashboard created by other user then user need to have "view all data" permissions. Start building insightful reports today. This guide covers user-based views, filters, permissions, and dynamic In addition to Create and Customize Dashboard permission, there are a few more permissions related to the dashboard, such as Create As stated in the title, in Classic, my boss deactivated a "Running User" who created the President's Dashboard which then disappeared. Please ask admin to set dashboard Running User as Specific user or Login as user by clicking the gear icon for the 2. But when I log in as anyone else, there is no Edit button. Deactivating the user The user that created the dashboard can't edit the dashboard in production, assuming because the admin who deployed the inbound changeset has now become the owner of the dashboard object In fact, there are five different ways to share a dashboard in Salesforce depending on your needs.

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