Salesforce - Share Dashboards
- George Apostolov
Salesforce - Share Dashboards: step-by-step guide
Navigate to Dashboards in the menu bar on the top.
Select All Dashboards in the left pane.
Click on the down arrow button of the dashboard you want to share. And select Move from the dropdown.
Since dashboards cannot be shared directly, you'll need to share the folder where they're located.
You can also create a New Folder for a dedicated dashboard if you want to limit what you share.
Now let's locate the folder your dashboard is under. Head to All Folders in the left pane.
Select the folder to which you added your dashboard and click on the down arrow to reveal a dropdown. You will find the Share option there.
You can choose the group with which you'd like to share the folder.
You can also decide the access level by choosing between View, Edit, or Manage access.
In the Names field, select the users you want to share the dashboard with.
Finish by clicking on the Done button.
Quick answer: To share dashboards in Salesforce, navigate to Dashboards, move the dashboard to a folder since they cannot be shared directly, locate the folder under All Folders, select Share from the dropdown, choose the group and access level, select users in the Names field, and click Done.
About this Salesforce tutorial
Share Salesforce dashboards by moving them to folders and assigning user access permissions. This guide covers salesforce - Share Dashboards in 11 steps, starting with "Navigate to Dashboards in the menu bar on the top" and finishing with "Finish by clicking on the Done button". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - Share Dashboards take?
11 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - how to switch to lightning salesforce, Salesforce - Disable MFA and Salesforce - how to use filter logic in salesforce. Last reviewed 05 Oct 2026.
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