ArticlesBite Size Analytics: How to Resolve Sharing Issues with Datasets or Dashboards

So you're setup with CRM Analytics and you're using the out-of-the-box dashboards, or perhaps you created a brand new dataset and dashboard. You copied the URL, sent it to a colleague but they can't see it. You check their CRM Analytics access, you check they have the right Certinia BAN or FFFST package licenses but they still cannot see your dashboard.

All versions

Sharing is the issue. In CRM Analytics, all dashboards, lenses, and datasets are stored inside apps, which are essentially folders. Share these apps and you can give users access to view, edit, and manage assets within the app. In addition to the video below check out the salesforce help.

Incorrect sharing settings

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