Understanding Dashboard Permissions

Oct 13, 2025 by pinkandtrash.com 117 views

Introduction

As a Salesforce administrator, you may encounter issues with dashboards not running as expected, especially when trying to access them as another user. In this article, we will discuss the common problems and solutions related to running dashboards as another user on the Salesforce platform.

Understanding Dashboard Permissions

Before we dive into the troubleshooting process, it's essential to understand the permissions required to run a dashboard. In Salesforce, dashboards are typically created and managed by system administrators. To access a dashboard, users need to have the necessary permissions, which include:

Read-only access to the dashboard
Read-only access to the dashboard components (e.g., charts, tables, etc.)
Permission to view the dashboard folder

The Problem: Dashboard Not Running as Another User

You've created a dashboard that is intended to be run as a system administrator user "ABC." However, when you try to access the dashboard as another user "X," who is above in the role hierarchy and has a Salesforce license, you encounter issues. The dashboard may not display correctly, or you may receive an error message.

Possible Causes

There are several possible causes for this issue:

Insufficient permissions: The user "X" may not have the necessary permissions to access the dashboard or its components.
Folder permission issues: The folder permission may not be correctly set up, preventing the user "X" from accessing the dashboard.
License issues: The user "X" may not have the correct Salesforce license to access the dashboard.

Troubleshooting Steps

To resolve the issue, follow these troubleshooting steps:

Step 1: Verify User Permissions

Verify that the user "X" has the necessary permissions to access the dashboard. Check the user's profile and ensure that they have the following permissions:

Read-only access to the dashboard
Read-only access to the dashboard components
Permission to view the dashboard folder

Step 2: Check Folder Permissions

Check the folder permission to ensure that it is correctly set up. Verify that the user "X" has the necessary permissions to access the folder.

Step 3: Verify License

Verify that the user "X" has the correct Salesforce license to access the dashboard.

Step 4: Test the Dashboard

Test the dashboard as the user "X" to ensure that it is working correctly.

Solution: Running Dashboard as Another User

To run the dashboard as another user, follow these steps:

Log in as the user "X": Log in to the Salesforce instance as the user "X."
Navigate to the dashboard: Navigate to the dashboard that you want to access.
Verify permissions: Verify that the user "X" has the necessary permissions to access the dashboard.
Test the dashboard: Test the dashboard to ensure that it is working correctly.

Best Practices

To avoid similar issues in the future, follow these best practices:

Verify user permissions: Verify that users have the necessary permissions to access dashboards and their components.
Check folder permissions: Check folder permissions to ensure that users have the necessary access.
Verify license: Verify that users have the correct Salesforce license to access dashboards.

Conclusion

Frequently Asked Questions

In this article, we will address some of the most frequently asked questions related to troubleshooting dashboard issues on the Salesforce platform.

Q: What are the common causes of dashboard issues on the Salesforce platform?

A: The common causes of dashboard issues on the Salesforce platform include:

Insufficient permissions: Users may not have the necessary permissions to access the dashboard or its components.
Folder permission issues: The folder permission may not be correctly set up, preventing users from accessing the dashboard.
License issues: Users may not have the correct Salesforce license to access the dashboard.
Configuration issues: The dashboard may not be correctly configured, leading to display issues or errors.

Q: How do I troubleshoot dashboard issues on the Salesforce platform?

A: To troubleshoot dashboard issues on the Salesforce platform, follow these steps:

Verify user permissions: Verify that users have the necessary permissions to access the dashboard.
Check folder permissions: Check folder permissions to ensure that users have the necessary access.
Verify license: Verify that users have the correct Salesforce license to access the dashboard.
Test the dashboard: Test the dashboard to ensure that it is working correctly.

Q: What are the best practices for troubleshooting dashboard issues on the Salesforce platform?

A: The best practices for troubleshooting dashboard issues on the Salesforce platform include:

Verify user permissions: Verify that users have the necessary permissions to access the dashboard.
Check folder permissions: Check folder permissions to ensure that users have the necessary access.
Verify license: Verify that users have the correct Salesforce license to access the dashboard.
Test the dashboard: Test the dashboard to ensure that it is working correctly.

Q: How do I resolve dashboard issues related to permissions on the Salesforce platform?

A: To resolve dashboard issues related to permissions on the Salesforce platform, follow these steps:

Verify user permissions: Verify that users have the necessary permissions to access the dashboard.
Check folder permissions: Check folder permissions to ensure that users have the necessary access.
Update user permissions: Update user permissions to ensure that they have the necessary access to the dashboard.
Test the dashboard: Test the dashboard to ensure that it is working correctly.

Q: How do I resolve dashboard issues related to license on the Salesforce platform?

A: To resolve dashboard issues related to license on the Salesforce platform, follow these steps:

Verify license: Verify that users have the correct Salesforce license to access the dashboard.
Check license requirements: Check the license requirements for the dashboard.
Update license: Update the license to ensure that users have the necessary access to the dashboard.
Test the dashboard: Test the dashboard to ensure that it is working correctly.

Q: How do I prevent dashboard issues on the Salesforce platform?

A: To prevent dashboard issues on the Salesforce platform, follow these best practices:

Verify user permissions: Verify that users have the necessary permissions to access the dashboard.
Check folder permissions: Check folder permissions to ensure that users have the necessary access.
Verify license: Verify that users have the correct Salesforce license to access the dashboard.
Test the dashboard: Test the dashboard to ensure that it is working correctly.

Conclusion

In this article, we addressed some of the most frequently asked questions related to troubleshooting dashboard issues on the Salesforce platform. By following the troubleshooting steps and best practices outlined in this article, you can resolve issues with dashboards not running as expected and ensure that users have the necessary permissions to access dashboards and their components.