Last Updated on August 15, 2023 by Rakesh Gupta
Big Idea or Enduring Question:
How can the ownership of Lightning Dashboards be transferred in Salesforce?
After reading this blog, you’ll be able to:
- Transfer the ownership of lightning dashboards
- and much more
Business Use case
Isabella Stewart, a Salesforce Administrator at Gurukul On Cloud (GoC), was approached by Sales Director Eric Brown. He asked her to change Opportunity Pipeline owner from ‘Sarika Gupta’ to ‘Rakesh Gupta’.
Automation Champion Approach (I-do):
After Winter’24 release, it is now possible to updates to Lightning dashboards by transferring dashboard ownership when responsibilities change or the dashboard creator leaves your organization. The new owner has full control over the dashboard contents. Previously you had to clone or recreate the dashboard when the creator moved on to other responsibilities.
In order to initiate the transfer of dashboard ownership, the user must have the following:
- View All Data or the View My Team’s Dashboard permission
- View All Data allows you to change the owner to anyone in your org
- View My Team’s Dashboards allows you to change the owner from and to anyone who rolls up to you in your team’s Role Hierarchy.
- Edit or manage access to the folder that contains the dashboard. The new owner is granted edit access to the dashboard folder.
- New owner must have access to edit the transfered dashboard.
Follow the steps below to transfer the lightning dashboard ownership:
Step 1: Enable Allow Users to Change Dashboard Owner (Lightning Experience Only) Setting
- Click Setup.
- In the Quick Find box, enter Reports and Dashboards Settings, and then select Reports and Dashboards Settings.
- Select Allow users to change dashboard owner (Lightning Experience Only).
- Click Save.
Step 1: Change Lightning Dashboard Owner
- Navigate to Dashboards tab.
- Open the Opportunity Pipeline dashboard.
- Select Change Owner.
- Select a new owner i.e. Rakesh Gupta in this scenario.
- Click Save.
👉 Check out the video for step-by-step instructions.
I want to hear from you!
What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? Feel free to share in the comments below.