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            Organize Dashboards

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            1. Salesforce Help
            2. Docs
            3. Reports and Dashboards

            Organize Dashboards

            Keep your dashboards at your fingertips by embedding them around Salesforce, printing them, or deleting dashboards that you don’t need anymore.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
            1. Embed Dashboards on the Home Tab and in Lightning Apps
              Embed dashboards to surface insights right where people work.
            2. Change Dashboard Owner
              Transfer dashboard ownership if responsibilities change or the current dashboard owner leaves your organization. The new owner has full control over the dashboard contents. You can change ownership of one or more dashboards at a time. You must have edit access to the folder that contains the dashboard. The new owner is granted edit access to the dashboard folder.
            3. Print a Dashboard
              Print dashboards using your browser’s print option.
            4. Download a Dashboard to a PNG File
              Download your dashboard as a PNG file that you can embed in presentations or refer to wherever you are.
            5. Delete a Dashboard
              It’s a good idea to delete dashboards that you no longer need.
            6. Install the CRM Sample Dashboards from AppExchange
              Use these dashboards from the AppExchange as a starting point for building dashboards that meet your business needs.
            7. Install the Preconfigured Sales Cloud Dashboards from AppExchange
              The preconfigured Sales Cloud dashboards and underlying reports are based on Sales Cloud objects and fields. Use these dashboards to track key performance metrics for your executives, sales managers, sales reps, and other team members.
             
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            Salesforce Help | Article