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