give users permission to lightning app builder salesforce

For example: a VP of Sales can run the same Dashboard as each one of her sales reps. They allow us to change the Running User on certain Dashboards.

Dynamic Dashboards are also a great feature for managers that require someone to create and then special Permission to use.

Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company.įor example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users. Simply look under System Permissions on a particular Profile to see what Report and Dashboard permissions are checked, and adjust if needed. Profiles are managed under Setup / Users / Profiles. Since Standard Profiles are not editable, if you are using one such as Standard User, then you’ll need to clone it to be able to edit it. Beyond these, you might also want to grant end users the following permissions: Instead give this capability out more sparingly such as only to managers or super users.

As a best practice, do not allow end users the ability to export report data. In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. Some organizations may benefit from more or less:Įach organization needs to decide how much hands-on reporting they want their end users doing. A simple set of these might include the following. Then we can determine which specific permissions might be appropriate, and finally, decide whether you will update existing Profiles or create Permission Sets to grant these permissions.īefore assigning those 27 additional permissions, let’s take a moment to review groups of users often involved in reporting. If you haven’t reviewed Profile permissions in a while, your end users may be missing out on some great analytics features! We can remedy this by identifying groups in our organization that might need specific Reports and Dashboards capabilities. With the Summer ’19 Release not every new feature is set to default ‘on.’ As a best practice, be sure to take a moment to review the release notes to see what is on and what you need to enable. Lightning Experience brings with it an exciting new era of Report and Dashboard functionality in Salesforce.

Give users permission to lightning app builder salesforce