How to Share Dashboard in Salesforce

Quick summary

Sharing a Salesforce dashboard requires moving it into a folder and then granting folder-level access to specific users or groups. This step-by-step guide covers how to share dashboard folders in Salesforce with configurable View, Edit, or Manage permissions.

Steps

1. Navigate to Dashboards in the menu bar at the top of Salesforce.
2. Select All Dashboards in the left pane to view all available dashboards.
3. Click the down arrow button next to the dashboard you want to share, then select Move from the dropdown menu.
4. Note that dashboards cannot be shared directly — you must share the folder where they are located.
5. Optionally, create a New Folder to isolate a specific dashboard and control exactly what you share.
6. Go to All Folders in the left pane to locate the folder containing your dashboard.
7. Click the down arrow next to your target folder and select the Share option from the dropdown.
8. Choose the group with which you want to share the folder.
9. Set the access level by selecting View, Edit, or Manage access for the chosen group.
10. In the Names field, select the individual users you want to share the dashboard with.
11. Click the Done button to finalize and apply the sharing settings.