How to Share Dashboards in Salesforce

Updated on:

May 25, 2026

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Use this interactive demo to learn how to share a Salesforce dashboard folder with your team.

Quick summary

Sharing dashboards in Salesforce lets teams collaborate around the same data by granting access through folder sharing. This guide walks through the exact steps to share a dashboard folder with specific users directly from the Salesforce interface.

Steps

Click 'Dashboards' from the top menu of your dashboard or access it through the App Launcher.
From the left menu of the dashboard page, choose 'All Folders'.
Select a dashboard folder to share, then hover your cursor over the dropdown on the right side.
Click 'Share'.
Modify the user details to be shared, then click 'Done'.

📌 Why this matters

Sharing dashboards in Salesforce enables teams to collaborate around real-time CRM data without duplicating reports. By controlling access at the folder level, admins can ensure the right users see the right insights while maintaining data governance. This feature is critical for sales, marketing, and operations teams that rely on shared visibility into pipeline, performance, and customer metrics. Proper dashboard sharing reduces reporting silos and accelerates data-driven decision-making across the organization.

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