These licenses include the Salesforce and Platform user licenses. Aug 18, 2025 · In Salesforce, a Default Account Team is a predefined group of users that we can set up to be automatically added to their accounts. Dashboards let you curate data from reports using charts, tables, and metri Nov 14, 2025 · Salesforce offers a comprehensive but complex user interface that may require a learning curve, especially for new users. Anyone at your organization with access to your Salesforce instance can make reports and dashboards, so the burden is not all on the Salesforce admin. more In this video we will learn about how to share a dashboard in Salesforce, give other users access to dashboards, distribute Salesforce analytics easily, shar Learn how to confirm Salesforce-Pardot connectors and set up B2B Marketing Analytics in under 10 minutes to optimize campaign performance. We would like to show you a description here but the site won’t allow us. Jun 18, 2019 · Give users access to Lightning Experience Reports and Dashboards and enable them to use powerful reporting and analytics features in Salesforce. All users with access to the dashboard see the same data, regardless of their own personal security settings. Optionally, specify a maximum height and choose to show or hide the dashboard if an error prevents it from loading. If an embedded dashboard is squished into too small a space, then a If Emily is the dashboard’s running user, then the dashboard shows data about all the Leads in Salesforce.

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