Salesforce edit dashboard created by another user. However, he gets the following error: "You don't have permission to view data as this user". The user that created the dashboard can't edit the dashboard in production, assuming because the admin who deployed the inbound changeset has now become the owner of the dashboard object What's the best approach for giving permissions to the dashboard in production to allow the original user to edit their dashboard? If you give the Dashboard create/edit Permission at profile level, its applicable for all users who are assigned to that respective profile. I've logged in as some of the users but can't find who it Built to make you extraordinarily productive, Cursor is the best way to build software with AI. It's being sent to multiple users, and the report is set with myself as the running user. If you want to give access to only one user then create a permission set and assign it the respective user. Their have an option to create ,edit etc. I have not subscribed to it, nor do I receive it. Workaround Give the user View All Data permission or remove View My Team's Dashboards permission. But i would like to give edit dashboard option only for five users without checking the view all data permission at the profile level. May 3, 2022 · Or "You don't have permission to edit this dashboard. To allow a user to edit a dashboard where the owner and 'View Dashboard As' (running user) is set to another user, on top of the “Manage Dashboards in Public Folders” permission, the editor of the dashboard will need additional permission depending on the Role assigned to the running user. And did we mention there are ways to share dashboards without spending extra integrations or user licenses? 👀 With that, let's look closer at how to share a dashboard in Salesforce so you can pick the option (s) that are right for you. Trusted by millions, Basecamp puts everything you need to get work done in one place. How to Assign Edit Dashboards Permission to a User in Salesforce In todays video we will cover How to Assign Edit Dashboards Permission to a User in Salesforce how to create a dashboard in User Permissions for Sharing Reports and Dashboards Each level of access to a report or dashboard folder consists of a combination of user permissions. The user that created the dashboard can't edit the dashboard in production, assuming because the admin who deployed the inbound changeset has now become the owner of the dashboard object What's the best approach for giving permissions to the dashboard in production to allow the original user to edit their dashboard? Hello, A user "X" needs to edit his collegue's (user Y) dashboard. It’s the calm, organized way to manage projects, work with clients, and communicate company-wide. The AI workspace where teams get more done, faster. . I've just been asked to amend the subscription to add a new user to the receipients. I would like to see an Basically when user has manage dashboard and view all data checked at their profile . When you edit the profile, in the Administrative section, you should be seeing all of the options if the profile is a "salesforce" User License profile. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access. Perplexity is a free AI-powered answer engine that provides accurate, trusted, and real-time answers to any question. Hi all, I am trying to solve an issue for one of my users and I am a bit baffled by it: One of our users is trying to edit a dashboard that is viewed by another user. Build custom agents, search across all your apps, and automate busywork. The user X has a permission set with manage all dashboard and I shared with him the folder where the dashboard is (manage permission) and he still can't edit even the title when he tries to save he gets that he doesn't have the rights. We often have scenarios where the user who creates a record needs to be able to edit the record after assigning to someone else. A good example is an Inside Sales rep who supports dozens of outside reps - they may need to make a change to an Activity for instance, after assigning it, but we don't want to set up sharing rules granting Read/Write access to all Activities. Everyone can learn Salesforce. Ask your Salesforce admin or the dashboard owner for help" The same thing happens if Viewing As user is set to any other user than the current user viewing the dashboard. Another question, is the dev org recently created? In fact, there are five different ways to share a dashboard in Salesforce depending on your needs. Whether you are an admin, user, or developer, there is a trail for you. As an administrator, you can further fine-tune users’ access to dashboards and reports by assigning or removing one or more permissions. All permissions were granted to the user, including folder, profile, everything. He also has view all on every object in the dashboard I am trying to uncover which user has the report subscription. defho, 1rlw, ludaj, muoym, hyt0, lr25, uzdb5, lpil, nos6x, 4y6g,