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How do we create a dynamic dashboard in Salesforce?
How do we create a dynamic dashboard in Salesforce?
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1 Reply
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- Create folders accessible to all dashboard viewers to store dynamic dashboards and corresponding component source reports.
- From the Dashboards tab, create a new dashboard or edit an existing one.
- Click the View dashboard as drop-down button button next to the View dashboard as field.
- Select Run as logged-in user.
- Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page.
- Users with “View My Team's Dashboards” can view the dashboard as any user below them in the role hierarchy.
- Users with “View All Data” can edit the dashboard and view it as any user in their organization.
- Click OK.
- In the View dashboard as field, enter a running user.
- Save your dashboard.
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