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Users with “Manage Dashboards in Public Folders” Permission Cannot Edit Dashboards Created by Another User

Дата публикации: Aug 18, 2026
Описание

Customers may observe that users who have dashboard permissions, such as "Manage Dashboards in Public Folders," are still unable to edit dashboards that were originally created by another user.

Typically, these users can:

  • View dashboards
  • Refresh dashboards
  • Move dashboards between folders
  • Manage folder access

The "Edit" option may remain available, however the user will not be able to save the changes made to the dashboard that they didn't create.

Решение

This article explains why users with "Manage Dashboards in Public Folders" or similar permissions still can't save edits to a dashboard created by another user, and the available workarounds.

Why This Happens

Salesforce currently restricts editing of dashboards to:

  • The dashboard owner, or
  • Users who create a cloned copy of the dashboard.

This behavior is working as designed at this time. This is a known limitation tracked as a feature gap — customers interested in this enhancement can monitor and vote on the Idea Exchange entry linked in Additional Resources below.

Workarounds

  1. Transfer Dashboard Ownership: Change the dashboard running user/owner to the intended editor.
  2. Clone the Dashboard: Users can clone the dashboard and make edits on the cloned copy.
  3. Recreate the Dashboard: Manually recreate the dashboard under the required user account.
Номер статьи базы знаний

005385553

 
Загрузка
Salesforce Help | Article