Salesforce User Cannot Edit Dashboard. Oct 29, 2025 · In Lightning Experience, Experience Cloud users can

Oct 29, 2025 · In Lightning Experience, Experience Cloud users cannot be subscribed to reports and dashboards from the internal org as an admin or other internal user, and they are not able to use the "Subscribe" action themselves when logged into an Experience Cloud site. Feb 22, 2018 · Hello Andy, To customize lightning Dashboard, you must have permission "Change Dashboard Colors". Each level of access to a report or dashboard folder consists of a combination of user permissions. Also, if the data currently being displayed in the dashboard is not relevant to a user, they can select Customize Page at the top-right corner of the dashboard snapshot to find a different Salesforce dashboard to display for them. Dashboard components generate errors based on any number of factors. I have a user that is trying to edit and add a component to a dashboard. I have a user who cannot edit a dashboard but the underlying folder has been shared with them with edit access. This article provides a set of best practices for identity management and access control using built in Azure capabilities. He has Manager access to the folder containing the reports, and to all objects referenced (Cases). They have exactly the same user profile, they are both members of that group. Streamline data analysis and enhance team collaboration. Note: Users are unable to edit their own User profiles and must get assistance from their System Admin to make changes. I created a dashboard for a user a while back, and said user asked to have it shared with a new user and make some edits. I have logged in as the user and I could edit as their user. My customer has trouble to edit a dashboard created by another user even though she has the Manage rights on the Dashboards folder (cf. Jan 13, 2026 · To make permanent changes to filters that all users will see, or to add or delete filters, you must have the Manage Access, Edit access level for the dashboard and be in edit mode. Users in other orgs can subscribe to up to 7 reports and 7 dashboards. Stay persistent and use the above-shared method for solving these issues in Salesforce. Nov 23, 2015 · To investigate why a user not able to edit a dashboard in organizations using enhanced folder sharing. Learn how to access the Users & Teams settings to update user permissions. When you try to delete the report, Salesforce returns the following error: Report cannot be deleted One or more dashboards depend on this report. Thoughts? They have the following permissions so I'm at a lossRun Reports, Manage Dashboards, Create and Customize Dashboards, Edit My Dashboards, Manage Dashboards in Public Folders, and Manage Dynamic Dashboards. But i would like to give edit dashboard option only for five users without checking the view all data permission at the profile level. Read now! Free Power BI Templates and Reporting Dashboards for various marketing data sources. . Jun 24, 2016 · I have two users in this group: "Hannah Smith" and "Andy Barlow". Login to your Salesforce Customer Account. How do I change folder permissions in Salesforce? Required Editions and User Permissions Enter a Folder Label . "This rep May 3, 2022 · I'm trying to make one user be able to edit one Dashboard which has its folder shared with him with EDIT permission. Connect to almost any database, drag and drop to create visualizations, and share with a click. Folder ABC is shared with a user (view only). Jun 18, 2021 · We just want to change the dashboard that is displayed from Dashboard A to Dashboard B. Aad. If you have access to a folder, you can view its dashboards. Dec 17, 2025 · Learn about Salesforce enhanced folder sharing, what it is, and what the practical applications are for an organization with this article. Jan 13, 2026 · HubSpot users with Add and edit users permissions can customize permissions for new and existing users in their HubSpot account. As an administrator, you can further fine-tune users’ access to dashboards and reports by assigning or removing one or more permissions. Ask your Salesforce admin or the dashboard owner for help. Hannah can see the dashboard and Andy cannot see it. Even a System Administrator user cannot have access to change/modify these System Permissions. HaloITSM Guides Leave us Feedback GoodBad Message Are you happy to be contacted about your feedback? (optional) Yes Name Email Δ Nov 29, 2024 · Creating Dashboards in Salesforce is a great way to visualize your data effectively, improve efficiency, and drive insights. Dec 5, 2022 · Dashboards in Salesforce | How to create a dashboard in Salesforce | Dashboard Basics Salesforce Emily 29. The dashboard has come very far with change in multiple dataset widget. Salesforce Customer Secure Login Page. 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. Sep 27, 2024 · A Dynamic Dashboard in Salesforce allows users to view a dashboard that automatically adjusts based on the logged-in user’s data access and permissions. Assigning default roles to a user To update an individual user's settings to assign a default role, follow these steps: Navigate to the Users page in the Users section of the Admin panel. When you subscribe to a report or dashboard, the report is run or the dashboard is refreshed according to the schedule you set, and you can opt to receive an email notification. This article delves deeper into a more complex but frequently encountered challenge: filtering across multiple report types within a Salesforce das Feb 19, 2024 · The disappearing edit button on profiles in Salesforce can be annoying, but it’s usually fixable with some troubleshooting and checking user permissions. In that case you need to : Delete the report of the dashboard component Makes sharing concepts more consistent with User, Role, or Group Sharing Allows sharing with individual users Provides fine-grained access levels for each folder share (View, Edit, Manage) Provides a symmetric set of profile permissions for both reports and dashboards Enhanced folder Sharing offers 3 access levels for Report and Dashboards folders: Jul 26, 2021 · Your organization can direct its Salesforce users to view the dashboard snapshot on their home pages. Their have an option to create ,edit etc. Items below when user do not able to edit a Manage dashboard permissions Dashboard and folder permissions enable you to grant a viewer the ability to edit and save dashboard changes, or limit an editor’s permission to modify a dashboard. May 30, 2017 · 0 Salesforce is buggy. Hi Devs, I have an issue with this dashboard where i'm not able to see the Edit button. Anyone else not an admin or owner must have the view all data permission, or it will not allow edits. On December 4, 2023, Salesforce Developers discussion forums joined the Trailblazer Community. The user has admin and sn_admin Oct 9, 2020 · 1 I am designing a dashboard using Einstein Analytics. This applies to the Experience Cloud users who are able to use reports and dashboards based on their license - Customer Community Plus Tips for Creating Dashboards Managing Folders Administrators control access to dashboards by storing them in folders with certain visibility settings. Depending on which profile user interface is enabled in your organization, you can: View and edit profiles in the enhanced profile user interface View and edit profiles in the original profile user interface Sep 15, 2021 · Solved: Hello, I have another user with Editor level access to the dashboard but the edit buttons are not appearing. Learn more with our FAQs! To secure your Salesforce data and give your guest users access to what they need, consider all the use cases and implications of creating this type of sharing rule. Please ask admin to set dashboard Running User as Specific user or Login as user by clicking the gear icon for the dashboard edit page. Choose a Public Folder Access option. If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages. Jan 13, 2026 · The Support Advanced Editor and Support Basic Editor roles cannot be edited, deleted, or assigned to users other than support access users. Select an unfiled report, dashboard, or template and click Add to store it in the new folder. So, before retrieving the dashboard using sfdx, I was cleaning up unused lenses from the Query panel. The title to the question is rather self-explanatory. -- You can check if user has this access or not in profiles When you say Dashboard owner, do you mean the user who created? The creator/owner should be able to view/edit. Empower your users to create their own dashboards! You can grant this permission by editing a profile for a group of users, or by creating and assigning a permission set to a specific user. My AE said that we would need a CRM growth or plus license for users to just view dashboards at all. I want to add a CRM Analytics Dashboard to a Home tab in Salesforce so users without CRM Analytics license can have view it, but was wondering if this is possible, or is it necessary to buy a separ May 3, 2016 · I am not able to create a new dashboard folder using my standard user. Oct 26, 2021 · Dashboard Running User is missing in your dashboard. If you still need to edit or clone your dashboard in Salesforce Classic, you will need to recreate the dashboard in Salesforce Classic first. Grafana uses the following roles to control user access: Organization administrator: Has access to all organization resources, including dashboards, users, and teams. Dashboard Edit Permissions Hello. It seems the bottom line is that for user need the CRM Analytics permission set to view those Apps, which is only available with certain permission set licenses. They will be restricted to which details they can modify if they are not the running user of the dashboard. Once particular lens is listed as Queries with Errors. You can also limit edit access to properties and assign content access for specific users. If the current running user is inactive when you change the running user, then you WILL lose your dashboard filters, as I learned the hard way. 6K subscribers Subscribed Learn more about controlling what Users can do within your Salesforce Organization using User Profile permissions. We do Empower your users to create their own dashboards! You can grant this permission by editing a profile for a group of users, or by creating and assigning a permission set to a specific user. I have been trying to find the Create Dashboard Folders permission, which (according to documentation)should be in the profile permissions. Jan 29, 2021 · In Salesforce, if a user creates a dashboard, he gets edit access. I've assigned a Permission Set to this user with: Manage Dashboards in Public F I have a user with platform user license and I cannot edit their profile to view dashboards / reports in public folders. Users with “Manage Dashboards in Public Folders” receive an error "You don't have permission to edit this dashboard. Jan 27, 2024 · Ask your Salesforce admin or the dashboard owner for help" But she is permitted (edit permission) to all folders in both dashboard and reports. Ask your Salesforce Admin or the dashboard owner for help. Regards, Lily. But if the admin created the dashboard and gave it to a user but he does not get edit access, is there any solution? If a component in a deployment refers to a user, such as a recipient of workflow email notifications or a dashboard running user, then Salesforce attempts to locate a matching user in the destination organization by comparing usernames. Thus creating a Dead-lock situation as there is a mutual dependency where we cannot make any further updates. Use the Lightning Page Editor to edit the existing report charts on the Home page, add new report charts, or add a new component for a dashboard. This gives you the access token for accessing their data and embedding their reports, dashboards, and tiles. Edit button not visible on the dashboard. To configure access for specific dashboards, you can edit each dashboard's settings with the steps below: Although this feature is generally available, system administrators still need to create a permission set to enable the permission 'Change Dashboard Colors' and assign it to the required users. "This rep Sep 8, 2020 · My customer has trouble to edit a dashboard created by another user even though she has the Manage rights on the Dashboards folder (cf. The API lets you integrate the data into any web or mobile application, inside or outside the Salesforce platform. Jun 18, 2019 · Give users access to Lightning Experience Reports and Dashboards and enable them to use powerful reporting and analytics features in Salesforce. -- If a user needs to edit & save dashboard created by other user then user need to have "view all data" permissions. Basically when user has manage dashboard and view all data checked at their profile . Mar 29, 2019 · Salesforce: Finding Reports and Dashboards from Private folder Use case: unable to delete report because it used in dashboards. Users can edit some dashboard details and save the changes as the current running user of the dashboard. Cannot be displayed meaning it had Error : Error: The source report isn't available; it's been deleted or isn't in a folder accessible to the dashboard's running user. Whether you are an admin, user, or developer, there is a trail for you. However, They can't still not edit the dashboards. Note: You will likely still need access to, maybe edit access to, underlying reports as well. I gave her Manage permission to the folder however, when she tries to save she is getting the following error: You don't have permission to edit this dashboard. How to manage User Profiles and Perm For example, an editor can see and update all dashboards in an organization, unless those dashboards have been specifically restricted using dashboard permissions. In this case, profile is granting broad access and hence that wins. To ensure complete access, the profile permission View All Data must also be granted. Hi Team, I have an user with Edit permission on the Dashboard folder and Edit All Data permission as well. Unlike traditional dashboards, where data is static and the same for all users, dynamic dashboards adapt based on each user’s security settings, ensuring that sensitive data is only visible To enable viewers with appropriate user permissions to choose who they view the dashboard as, select Let dashboard viewers choose whom they view the dashboard as. Any idea what to do in these cases? Thanks, Aug 15, 2025 · Discover how to create a dynamic dashboard in Salesforce with this easy guide. In the embedConfiguration, set tokenType to TokenType. Jan 13, 2015 · If you already deactivated the user, but haven't yet changed the running user of a dashboard, you should re-activate the user, then change the running user over to an active user. I have been searching but couldn't find Nov 6, 2025 · Discover how to share your Salesforce dashboard with others! Our guide simplifies collaboration in Salesforce, leading to better team decisions If a component in a deployment refers to a user, such as a recipient of workflow email notifications or a dashboard running user, then Salesforce attempts to locate a matching user in the destination organization by comparing usernames. If it's come from any package, please check the package access for the specific user. Oct 5, 2022 · If you give the Dashboard create/edit Permission at profile level, its applicable for all users who are assigned to that respective profile. For report subscriptions, you can also define conditions for the notification. Aug 4, 2021 · 1 I created Salesforce report as a System Administrator that I saved in the folder ABC. When I go to the dashboard, the "Edit" and "Clone" options are no longer there. Another question, is the dev org recently created? Mar 4, 2022 · For ex. You have to check each Dashboard for any report (s) that cannot be displayed. However, encountering issues with dashboard filters can hinder your ability to gain valuable insights. Any idea why this is the case if I can login as him and edit even though they cannot? Does the user have 'View All Data' permissions? Without this a user cannot edit a dashboard they do not own. And without enabling the permission: Subscribe to Dashboards, we cannot save any further changes on the System admin profile. I am completely lost as to why Andy cannot see the dashboard. 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? See Enhanced Folder Sharing in Reports and Dashboards for steps. How I can prevent user from being able to edit the report? What am I missing When user A with role A and Profile A wants to change his view to user B with the same role and profile, he is unable to find any user to view the dashboard as. " Jan 27, 2024 · Currently, you cannot edit a dashboard if it was created by somebody else, however you need to have the 'View All Data' permission enabled under system permissions on profile to edit dashboard. Depending on the circumstances, another option could be to clone the dashboard. What am I missing? Dashboard components generate errors based on any number of factors. If its a glitch, sign on as the owner, save as a copy, rename the copy to the original, and delete the original. We would like to show you a description here but the site won’t allow us. Which will decide which user context the dashboard data need to show. This must be done manually. 5 days ago · Report and dashboard subscriptions In Salesforce Lightning Experience, you can subscribe to reports and dashboards. Jan 29, 2021 · Someone with administrative privileges would need to change the share settings of the dashboard to give the user edit access. , if profile grants you edit access to an object, you cannot grant permset with just read access and expect user would have just read access. There may be times when Administra Hey Stephanie, Try creating a Permission set (or if you can edit the system admin profile you can do that) with the following permission: enable Change Dashboard Colors - this should do the trick. Also - are there any concerns I should be thinking about with giving users the "Customize Applications" permission? I have a user that created a dashboard, has manage access to the folder it is in, but now can't edit it. One of our users is trying to edit a dashboard that is viewed by another user. Please delete the dashboard components referring to this report and try Jun 15, 2022 · Learn more about creating, managing, and deleting users from the Duo Admin Panel. Required Editions Available in: Salesforce Classic The Reports and Dashboards REST API gives you programmatic access to your report and dashboard data as defined in the report builder and dashboard builder. This article covers several common dashboard errors and how to resolve them. #Permission Set #Reports & Dashboards he is getting the following error: You don't have permission to edit this dashboard. Still she is not able to edit the dashboard. This permission set can be assigned only to users with a Salesforce user license and cannot be assigned to Identity license users who would have to be given the access on the profile-level. Limitations Salesforce See Enhanced Folder Sharing in Reports and Dashboards for steps. You can change where the component’s data comes from, what the data looks like i Sep 3, 2025 · In the previous installment, we explored some fundamental limitations of Salesforce dashboard filters, particularly when applied to single report types. To configure access for specific dashboards, you can edit each dashboard's settings with the steps below: It is currently expected behavior that dashboards saved in Lightning Experience cannot be edited in Salesforce Classic afterwards. If i open the dashboard with admin user, i can see the edit button. Remember that Salesforce has two profile interfaces. I have given manage permission to the dashboard folder for the role of this user, but still no luck. As you said you have system admin profile so you need to extend permission using permission set. I have talked to SFDC product years ago about this and they were completely unaware, since then there have been no fixes. 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 System Administrators trying to edit a Standard Platform User profile or a cloned Custom Profile associated to the Salesforce Platform license get the erro I have a Revenue Intelligence license and have been dabbling in making Apps/Dashboards. If you want to give access to only one user then create a permission set and assign it the respective user. The compo Jul 16, 2024 · Embed for your organization In this scenario, users of your application sign in using their Power BI accounts. Tableau can help anyone see and understand their data. Dashboard folders can be public, hidden, or restricted to groups, roles, or territories. Hey Stephanie, Try creating a Permission set (or if you can edit the system admin profile you can do that) with the following permission: enable Change Dashboard Colors - this should do the trick. Connect your own data with easy to follow step-by-step instructions. Despite this, he cannot edit, clone or delete one dashboard, despite it being in a folder where he is set to Manager. Set up reports and dashboards to deliver information to your users in the ways that work best for them. If the viewer has View My Team’s Dashboards permission, they can view the dashboard as themselves or as anyone beneath them in the role hierarchy. A dashboard component is a visual representation of the data in a report. 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? Nov 23, 2015 · Users can edit some dashboard details and save the changes as the current running user of the dashboard. However, he gets the following error: "You don't have permission to view data as this user". Documentation says platform user license users can view dashboards — but is the hidden text that they can’t view public reports? Everyone can learn Salesforce. Idea: ). Oct 1, 2024 · Salesforce dashboards are essential for visualizing data and making informed business decisions. Although this feature is generally available, system administrators still need to create a permission set to enable the permission 'Change Dashboard Colors' and assign it to the required users. User is using profile where Administrative Preference "Edit My Reports" is disabled. We do Currently, each user in an Unlimited Edition org can subscribe to up to 15 reports and 15 dashboards. But somehow user is still able to edit the report. Salesforce recommended retrieving your Social Studio data at least 90 days before the Order End Date of your Marketing Cloud Social Studio Product (s) or November 18, 2024, whichever was sooner.

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