1. Edit a dashboard and click Dashboard Properties.
2. Do the following:Enter a title and description for the dashboard.If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.Select the number of columns for this dashboard. Each dashboardcan have two or three columns.Important Beforeremoving a column, move its components to another column;otherwise, they may not be visible.Select a folder to store the dashboard.The folder should be accessible by all of your intended viewers.Choose the Dashboard RunningUser to set visibility settings for the dashboard:Select Run as specified user and set the Running Userfield to show all dashboard users the same data, regardless oftheir personal security settings. If you don’t have “View All Data,” you can only choose yourself.Select Run as logged-in user to show datato each user according to his or her access level.Set the View Edit Page as field to previewthe dashboard edit page from the point of view of the selected user.If you have the “View My Team's Dashboards” or “View All Data” permission, select Let authorized users changerunning user to enable those with permission to change the running user on the dashboard edit page. Users with “View My Team's Dashboards” can view the dashboard as any user below them in the role hierarchy. Users with “View All Data” can edit the dashboard and view it as any user in their organization.Under Component Settings, selectthe title color and size, text color, and background fade. If youdon't want a gradient, choose the same color for both StartingColor and Ending Color.
3. Enter a title and description for the dashboard.
4. If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
5. Select the number of columns for this dashboard. Each dashboardcan have two or three columns.Important Beforeremoving a column, move its components to another column;otherwise, they may not be visible.
6. Select a folder to store the dashboard.The folder should be accessible by all of your intended viewers.
7. Choose the Dashboard RunningUser to set visibility settings for the dashboard:Select Run as specified user and set the Running Userfield to show all dashboard users the same data, regardless oftheir personal security settings. If you don’t have “View All Data,” you can only choose yourself.Select Run as logged-in user to show datato each user according to his or her access level.Set the View Edit Page as field to previewthe dashboard edit page from the point of view of the selected user.If you have the “View My Team's Dashboards” or “View All Data” permission, select Let authorized users changerunning user to enable those with permission to change the running user on the dashboard edit page. Users with “View My Team's Dashboards” can view the dashboard as any user below them in the role hierarchy. Users with “View All Data” can edit the dashboard and view it as any user in their organization.
8. Select Run as specified user and set the Running Userfield to show all dashboard users the same data, regardless oftheir personal security settings. If you don’t have “View All Data,” you can only choose yourself.
9. Select Run as logged-in user to show datato each user according to his or her access level.Set the View Edit Page as field to previewthe dashboard edit page from the point of view of the selected user.If you have the “View My Team's Dashboards” or “View All Data” permission, select Let authorized users changerunning user to enable those with permission to change the running user on the dashboard edit page. Users with “View My Team's Dashboards” can view the dashboard as any user below them in the role hierarchy. Users with “View All Data” can edit the dashboard and view it as any user in their organization.
10. Set the View Edit Page as field to previewthe dashboard edit page from the point of view of the selected user.
11. If you have the “View My Team's Dashboards” or “View All Data” permission, select Let authorized users changerunning user to enable those with permission to change the running user on the dashboard edit page. Users with “View My Team's Dashboards” can view the dashboard as any user below them in the role hierarchy. Users with “View All Data” can edit the dashboard and view it as any user in their organization.
12. Under Component Settings, selectthe title color and size, text color, and background fade. If youdon't want a gradient, choose the same color for both StartingColor and Ending Color.
13. Click Save.