How to Share a Salesforce Dashboard Without a Login

You have a Salesforce pipeline report that your VP of Sales needs to see every Monday. Your external agency wants to track campaign metrics. Your operations team needs a dashboard on the office TV. None of these people have — or need — a Salesforce license. They just need to see the data.

The problem: Salesforce doesn't have a native public link for reports or dashboards. There's no built-in way to share a live view with someone who isn't logged into your org. Every workaround people resort to — weekly email exports, shared screenshots, CSV attachments — is a manual process that produces stale data the moment it leaves your hands.

Why Salesforce doesn't solve this natively

Salesforce is built around its license model. Every user who views data is expected to have their own seat. There's no concept of a "public view" because that would mean data leaving the org without an audit trail tied to a specific user.

This is a reasonable security position for internal data governance — but it creates a real problem the moment anyone outside your org needs visibility. Clients, executives on personal devices, contractors, external agencies, board members — none of them should need a $150/month Salesforce license just to see a chart.

What actually works

The cleanest solution is to use a layer between Salesforce and the people who need to see data. DashyCast connects to your Salesforce org via OAuth, fetches your report data on a schedule you set, and publishes it as a shareable embed link — no Salesforce login required to view it.

Step-by-step: creating a shareable link

What "public" actually means

A public embed in DashyCast means anyone with the URL can view it — like a public Google Doc or a Loom video link. The URL itself acts as the access control: if you don't share it, no one can find it.

If you need tighter control — for example, sharing data with specific team members only — DashyCast also supports private embeds. Private embeds require the viewer to be a member of your DashyCast organisation, giving you full control over who sees what.

Where you can use the link

The embed URL opens as a standalone chart in any browser. This means you can:

• Send it directly in a Slack message, email, or text — recipients click and see the live chart
• Embed it on a website or internal portal using a standard iframe
• Open it on a TV or office display — it refreshes automatically in the background
• Bookmark it in a browser for quick access without logging into Salesforce
• Share it with a client or agency who has no Salesforce access at all

What about data security?

This is the right question to ask before publishing anything. A few things worth knowing:

• Your Salesforce credentials are never shared. DashyCast uses them server-side to fetch data. Viewers see only the rendered chart output.
• You control exactly what gets published. Only reports and dashboards you explicitly publish through DashyCast are accessible. Everything else in your org stays private.
• You can unpublish at any time. Deleting an asset from DashyCast immediately breaks the embed link — the data stops being accessible.
• Private embeds are available if needed. For sensitive data, use private visibility and control access at the DashyCast organisation level.

Common questions

Does the viewer see real-time data?

They see data as of the last refresh. If you set a 15-minute refresh interval, the chart will be at most 15 minutes old when someone opens it. The page doesn't require a manual refresh — it loads the latest cached data automatically.

Can I revoke access to a specific person?

Public embeds don't have per-person access control — anyone with the URL can view it, and there's no way to block a specific person without deleting or unpublishing the asset entirely. If you need per-person access control, use private embeds and manage team members within your DashyCast organisation.

Will this work if the Salesforce report is changed or deleted?

If the underlying Salesforce report is deleted, DashyCast will show an error on the next refresh attempt. If the report is modified (filters, columns, groupings), the embed will reflect those changes on the next refresh.

How many people can view the embed at once?

There's no viewer limit. The embed URL can be opened by any number of people simultaneously without any performance impact on your Salesforce org — DashyCast handles the data fetching centrally on its own schedule.