To change the owner of a dashboard in Salesforce, follow these steps:

For a Single Dashboard:

  1. Navigate to the Dashboards tab or the Analytics tab.
  2. Locate the dashboard you wish to transfer.
  3. Click the dropdown arrow next to the dashboard name and select Change Owner.
  4. In the dialog box, choose the new owner.
  5. Optionally, check the box to Send Email Notification to inform the new owner.
  6. Click Submit to finalize the change.

For Multiple Dashboards:

  1. Go to the Analytics tab.
  2. Click on Browse, then select Dashboards.
  3. Select the dashboards you want to transfer by checking the boxes next to their names.
  4. Click on Manage Items and choose Change Owner.
  5. Select the new owner for these dashboards.
  6. Optionally, check the box to Send Email Notification.
  7. Click Submit to complete the process.

Permissions Required:

  • To change the dashboard owner to anyone in your organization: You need the View All Data permission.
  • To change the dashboard owner from and to anyone who reports to you in the role hierarchy: You need the View My Team’s Dashboards permission.
  • To be assigned as the owner of a dashboard: You need the Edit My Dashboards, Create and Customize Dashboards, and Manage Dashboards permissions.

For dynamic dashboards, additional permissions may be required.

Note: The new owner will be granted edit access to the dashboard folder.

If you don’t see the option to change the dashboard owner, ensure that your Salesforce administrator has enabled this feature. They can do so by navigating to Setup, entering Reports and Dashboards Settings in the Quick Find box, and selecting Allow users to change dashboard owner (Lightning Experience Only).

For a visual guide on this process, you can watch the following video:


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