Share a dashboard


Dashboards provide instant access to the key performance drivers and real-time analytics you need to drive sales.


Putting all of your important information in one convenient place makes it easier to act quickly. Data visualization tools help you spot and respond to trends, and you can drill-down into underlying data. Leverage powerful analytics tool to build trend reports, matrix reports, and identify opportunities you may have overlooked. Sharing information with your team helps keep everyone in sync and boosts productivity.


Step One: Create Users

  1. To add a new user, click on your name in the upper right hand corner of the Salesforce window, then click on Setup
  2. In the Administrative Setup section along the left hand navigation of this page, choose Manage Users, then the sub-option Users
  3. Click on the New User button
  4. Fill in the details, and choose a profile for the user:
    • Standard Users can create accounts and contacts, log activities, and run reports
    • System Administrators can do all that as well as add fields and delete all the data in your application
  5. Salesforce will automatically send that person an email with their user name and a link to set their password

Step Two: Create a Group

  1. To create a group, go to the Chattertab, and select Groups on the left-side navigation
  2. Click on the New Group button in the middle of the page
  3. Enter a name for the group and a description, and choose whether this will be a public group where everyone can see the conversation, or whether the conversation will be privateto the members of the group only
  4. When you are done, click Save

Step Three: Add users to the group

  1. To add users to the group, go to the group’s home page (you are directed there automatically when you first create the group)
  2. Select Add Member in the Members section along the right hand side of the page
  3. Choose one or more members for the group and click Done

Step Four: View Dashboards

  1. To view dashboards, go to the Dashboards tab. The default dashboard you will see the first time you use this is the adoption dashboard, which shows you how people are using salesforce
  2. You can also see a basic sales performance dashboard by selecting the dropdown menu from the View Dashboard field on this page and choosing the Performance Dashboard

Step Five: Create Custom Dashboard

  1. You can also create a new custom dashboard based on the metrics that you are interested in. These dashboards may be created based on custom reports or existing dashboards
  2. To customize a dashboard, simply click on the area that you want to customize and modify its parameters

Step Six: Share the Dashboard

  1. Hover the mouse over the header for any dashboard item and click the drop-down button that appears to the right of the header
  2. Choose Post snapshot to user or group feed, and then choose the group where you would like to share the file. Now your colleagues can see the dashboard in the group feed!