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Set Dashboard Properties in Accessibility Mode
Edit dashboard properties like visibility and preview settings.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Edit a dashboard and click Dashboard Properties.
- 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 dashboard can have two or three columns. Before removing a column, move its components to another column; otherwise, they're not visible.
- Select a folder to store the dashboard. The folder should be accessible by all of your intended viewers.
- Choose the Dashboard Running User to set visibility settings for the dashboard.
- Select Run as specified user and set the Running User field to show all dashboard users the same data, regardless of their personal security settings. If you don’t have “View All Data,” you can only choose yourself.
- Select Run as logged-in user to show data to each user according to his or her access level.
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Set the View Edit Page as field to preview the 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 change running 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, select the title color and size, text color, and background fade. If you don't want a gradient, choose the same color for both Starting Color and Ending Color.
- Click Save.
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