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How to Share a snapshot of a Dashboard in Salesforce Lightning

  • February 5, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
  • 0

Some time we want to share the Dashboard with other users, but due to restriction we can’t give users to dashboard access nor add him/her to the dashboard list. So the best option is to post a snapshot of a dashboard to a Chatter feed to help other users see data. A snapshot is a static image of a dashboard component at a specific point in time posted to a Chatter feed. This feature is available in Developer, Performance, Enterprise, Professional, Contact Manager, Group, and Unlimited editions.

First of all we have to enable Chatter Feed Tracking for dashboard. To enable feed tracking for dashboard follow the below steps.

Step-1: Click on Name | Setup | App Setup | Customize | Chatter | Feed Tracking,  Click on Dashboard object, enable it.

Step-2: Click on Dashboard Tab, and select the dashboard we want to share,  Hover over a component to expand the dashboard. 

Step-3: Now add user or group name, then write a comment in the text box.

Step-4: Once done, click on OK. The snapshot and comment immediately appear in the dashboard feed.

For More Blogs : How to create our own Lightning launch pad in salesforce

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