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  How do we create a dynamic dashboard in Salesforce?

  Posted by Ratnesh on May 28, 2020 at 6:49 AM

  How do we create a dynamic dashboard in Salesforce?

  Deepak replied 6 years ago 2 Members · 1 Reply
• 1 Reply

• 

  Deepak

  Member

  May 28, 2020 at 11:51 AM

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