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Is it possible to convert a personal dashboard to system dashboard?

Posted on by 1,505

I have a personal dashboard and I want to convert it to a system dashboard. I tried the "save as" button but the new dashboard still a personal dashboard.

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,506 Super User 2024 Season 1 on at
    RE: Is it possible to convert a personal dashboard to system dashboard?

    You can not. For that either share your personal dashboard and personal views which are used in your dashboard else create a new System dashboard.

  • Verified answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Is it possible to convert a personal dashboard to system dashboard?

    Hi Ray,

    You cannot convert personal dashboard to system dashboard but you can share your personal dashboard to all the user in CRM

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