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This article outlines how to share an advanced find query as well as dashboards. It is best practice to make sure you are always sharing (and potentially even assigning) records you create such as queries, dashboards, and graphs with the relevant teams.

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Advanced Finds

To share an advanced find, either save the query you have built or find the query you would like to share and open it.

  

Click the "Saved Views" button to the right of the "Query" button in the top ribbon of the window.

 

Select the view you would like to share.

 

Click on the "Saved Views" tab, underneath the heading "List Tools."

 

Select the "Share" button within the ribbon.

 

Select "Add User/Team" on the left of the pop-up.

  

If you are searching for a user/person, begin to search (last name, first name as usual). If you would like to share this query with a team, toggle the "Look For" drop-down to "Team" instead of "User."

 

As  you find each user and/or team, highlight their name and click on the select button. Once you have entered all needed users/teams, select "Add."

   

Once added, you will need to select which permissions the team or user should have. The default is read-only.

 

Once you have selected the proper permissions, click "Share" in the bottom right of the pop-up.

Dashboards

Sharing dashboards is similar to sharing an advanced find, but involves a few less steps. Start by going to dashboards and select the dashboard you would like to share.

 

Once the desired dashboard is selected, click on the "Share Dashboard" button at the top of the page.

 

Once at the dashboard sharing screen, select the "Add User/Team" button on the right.

  

Search for the user or team you would like to share the dashboard with. Toggle between users or teams by selecting the dropdown highlighted in the screenshot below. Highlight the user or team you would like to add, and click on the "Select" button and then the "Add" button.

  

Once added, you will need to select which permissions the team or user should have. The default is read-only.

 

Graphs/Charts

Adding graphs is similar to adding dashboards, but finding the graph can be a bit tricky. To find the graph, you must go to the entity (contact, account, application, etc.) for which the graph was created. Once within the entity, you need to select the view the graph was created on.

 

Once you have found the view, select "Charts" on the right side of the screen.

  

From the dropdown list, select the graph/chart to be shared. Then, select the three ellipsis on the right.

  

Select "Share" in the dropdown.

 

Within the sharing screen, select the "Add User/Team" button.

   

Search for the user or team you would like to share the dashboard with. Toggle between users or teams by selecting the dropdown highlighted in the screenshot below. Highlight the user or team you would like to add, and click on the "Select" button and then the "Add" button.

  

Once added, you will need to select which permissions the team or user should have. The default is read-only.