#SalesforceWinter24 – Transfer Ownership of Lightning Dashboards (Beta)

#1MinuteTip #SalesforceWinter24 You can now allow users to transfer the ownership of the dashboards when responsibilities change or the dashboard creator leaves your organization. The new owner has full control over the dashboard contents.

Previously you had to clone or recreate the dashboard when the creator moved on to other responsibilities.

Product Area: Analytics

1. On the Reports and Dashboards Settings page, enable the option to ‘Allow users to change dashboard owner (Lightning Experience Only)’

Enable the option to allow users to change dashboard owner

Then from the Dashboards tab or the open dashboard, select Change Owner.

Then from the Dashboards tab or the open dashboard, select Change Owner.

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

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