# Dashboard version history and Dashboard Publisher

*CRM Analytics and Einstein Discovery Consultant Study Guide · Analytics Dashboard Implementation · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/crm-analytics-and-einstein-discovery-consultant/analytics-dashboard-implementation/dashboard-version-history-and-dashboard-publisher*

Restoring an earlier dashboard version from Version History without code, and using Dashboard Publisher so publishers edit and review a Draft while everyone else keeps the Live version until a publisher makes the draft live.

- Certification: Salesforce CRM Analytics and Einstein Discovery Consultant
- Exam section: Analytics Dashboard Implementation
- Study guide: https://www.certifyforce.com/study-guide/crm-analytics-and-einstein-discovery-consultant

**Official exam objective:**

> Implement delivery management strategies using versioning and/or Dashboard Publisher.

## What the exam expects

- Restore an earlier version of a dashboard from Version History without API calls, and know why a restored version can fail.
- Decide when Dashboard Publisher fits a delivery requirement, such as reworking a dashboard while users keep the current one.
- Know who can become a publisher and how app access grants it.
- Run the Publisher workflow: mark the top version Live, save edits as drafts, review them, and make one live.
- Predict what publishers and other users see at each point.

Key terms: **Version History** (the dashboard panel that lists saved versions and, for Dashboard Publisher, its publishers); **version** (a snapshot saved on every edit, shown as Change 1, Change 2 and so on); **publisher** (a user on the dashboard's publisher list who can work on drafts); **Live** (the version all users see); **Draft** (a saved version only other publishers can view).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| When versions are saved | Every time the dashboard is edited and saved | [Restore a Version](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_restore.htm&type=5&language=en_US) |
| Restore steps | Version tab, choose the change, disk icon, Save | [Restore a Version](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_restore.htm&type=5&language=en_US) |
| Version descriptions | Come from the Version History field at save | [Restore a Version](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_restore.htm&type=5&language=en_US) |
| Restored version fails | It depends on a deleted dashboard, dataset or lens | [Restore a Version](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_restore.htm&type=5&language=en_US) |
| Who can become a publisher | Editor or Manager access to the dashboard's app | [Collaborate Behind the Scenes](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_publisher.htm&type=5&language=en_US) |
| Default state | Any saved version becomes the live version | [Publish a Draft](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_publisher_collaborate_publish.htm&type=5&language=en_US) |
| Saved edit after Make Live | New top version marked Draft | [Publish a Draft](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_publisher_collaborate_publish.htm&type=5&language=en_US) |
| Who sees a Draft | Other publishers, through Version History | [Publish a Draft](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_publisher_collaborate_publish.htm&type=5&language=en_US) |

## Check yourself

- Why describe a version in the Version History field when saving?
- When should you stop restoring and start rebuilding?
- How does a publisher leave a dashboard's publisher list?
- What tag does the first saved version of a new dashboard receive?

## Sources

- [Restore a Previous Version of a Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_restore.htm&type=5&language=en_US)
- [Collaborate on a New Dashboard Version Behind the Scenes](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_publisher.htm&type=5&language=en_US)
- [Add Yourself to the List of Dashboard Publishers](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_publisher_add_to_list.htm&type=5&language=en_US)
- [Collaborate on and Publish a Draft Version of a Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_publisher_collaborate_publish.htm&type=5&language=en_US)
- [Backup and Restore Asset Versions with History API](https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_rest.meta/bi_dev_guide_rest/bi_asset_history.htm)
- [Best Practices for Building Your Own CRM Analytics Dashboard](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboard_build_tips.htm&type=5&language=en_US)
- [CRM Analytics and Einstein Discovery Consultant Exam Guide](https://help.salesforce.com/s/articleView?id=005298935&language=en_US&type=1)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 7 linked practice questions, and unlimited timed mock exams are included with the CRM Analytics and Einstein Discovery Consultant pack (USD $19): https://www.certifyforce.com/practice-exams