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What are Salesforce Dynamic Dashboards?
What are dynamic Dashboards?
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4 Replies
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Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization. Enterprise Editions can use five dynamic dashboards and Unlimited edition can use ten dashboards.
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Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user’s perspective. Use dynamic dashboards when you want to show each user user-specific data, such as their personal quotas and sales, or number of case closures, or leads converted, etc. Use a normal dashboard when you want to show regional or organization-wide data to a set of users, such as a region’s sales, or a support team’s performance on case closures.
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Hi,
A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
Data for every Salesforce user in the organization becomes more streamlined with the help of Dynamic Dashboards. The needs to clone dashboards is eliminated, which enormously saves time and effort on the administrator’s part. Users are also able to access the dynamic dashboard easily and fuss-free.
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Dynamic dashboards enable each user to see the data they have access to. With adynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.
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