How to Share a Salesforce Dashboard

How to Share Salesforce Dashboard

Updated on:

May 25, 2026

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Use this interactive demo to learn how to copy and share a Salesforce dashboard URL with your team.

Quick summary

Sharing a Salesforce dashboard is done by copying the dashboard folder URL from the browser and distributing it via any channel. Only dashboards outside the Private folder can be shared with other Salesforce users.

Steps

Click Dashboards in the top menu or open it through the App Launcher.
Select the dashboard folder you want to share, making sure it is not the Private folder.
On the folder page, highlight the URL in the browser address bar.
Right-click and choose Copy, then share the dashboard URL with other users via any channel.

📌 Why this matters

Sharing Salesforce dashboards quickly gives teams real-time visibility into CRM data, pipeline health, and sales performance without requiring every stakeholder to navigate the platform themselves. By simply copying and distributing a dashboard folder URL, managers can keep cross-functional teams aligned on key metrics instantly. This workflow eliminates the need for manual report exports or screenshot sharing, ensuring recipients always see live, up-to-date Salesforce data. It is an essential skill for any Salesforce user who needs to collaborate on analytics across departments.

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