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Customer experience | Sales, Customer Insights,...
Answered

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

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Posted on by 1,537

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.

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  • Verified answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hi Ray,

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

  • Verified answer
    Amit Katariya007 Profile Picture
    10,409 Moderator on at

    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.

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