How to Change Viewing As In Salesforce Dashboard

Quick summary

The Salesforce dashboard View Dashboard As setting lets admins control whose data perspective is displayed on any shared dashboard. This step-by-step walkthrough shows how to change the viewing user directly from the dashboard editor in Salesforce.

Steps

1. Click the App Launcher on the top menu of your Salesforce dashboard.
2. Scroll down and click Dashboards in the App Launcher menu.
3. On the Dashboard menu on the left, select All Dashboards and choose a dashboard.
4. Click the dropdown button for the chosen dashboard and select Edit.
5. In the dashboard editor, click the gear icon in the top-right of the editor page.
6. Scroll to View Dashboard As and choose from the available options.
7. Click Save to apply your changes.