Why Share Salesforce Dashboard Folders?

Hello Trailblazers!

Salesforce Dashboards provide a powerful way to visualize data, monitor performance, and make data-driven decisions. However, dashboards are only effective when the right people have access to them. Sharing Salesforce Dashboard folders allows teams to collaborate, share insights, and align strategies efficiently.

In this blog, we’ll explore the importance of sharing Salesforce dashboard folders and the required permissions and provide a step-by-step guide to sharing dashboard folders effectively.

Before You Begin:

In the earlier sections of this blog series, I provided an in-depth explanation of Salesforce Dashboards, the various types of dashboard components, and the concept of Dynamic Dashboards in Salesforce. For a comprehensive understanding, I recommend reviewing these sections first using the provided links before proceeding further.

Collaboration and Alignment

Sharing dashboards fosters collaboration among teams, ensuring everyone has access to key metrics and performance indicators.

Transparency

Managers and team members can view the same data ...