How to Use Dynamic Dashboard in Salesforce

How to Use Dynamic Dashboard in Salesforce

Gone are the days when an admin needs to create individualized and separate dashboards for all the reps under him. The tedious dilemma is now solved by using Salesforce’s feature – the Dynamic Dashboard.

What is a Dynamic Dashboard and how is it created? We will cover these question in this tutorial.

Defining Dynamic Dashboards

A Dynamic Dashboard is similar to a central dashboard where all user reps’ data are inputted and presented. It is dynamic because while the dashboard elements remain the same across your organization, the contents do not.

Each Dynamic Dashboard contains each rep’s singular data. Your reps are able to view only their own data in a centralized platform.

The beauty of Dynamic Dashboards is that you, as the admin, can regulate access to the data by storing them in folders containing visibility settings. You need not create a new dashboard for each of your reps; all their data are collected in a single dashboard, and you regulate how each rep gains access to his own data set.

Setting Up a New Dynamic Dashboard

Follow these steps to create a new dynamic dashboard:

  • Create corresponding folders for storing your new dynamic dashboards. Link your source reports to these folders properly.
  • Next, go to the Dashboards tab. You have the options to create a new dashboard, as well as edit an existing one.
  • Locate the View Dashboard as field. Click the arrow-down button and choose Run as logged-user.
  • You may also select Let authorized users change running user so that users with the following permissions can change the dashboard’s running user on the view page:
    • View All Data – users carrying this permission may view and edit the dashboard like any other user in the org.
    • Enable Other User’s Dashboards – users with this permission are allowed to edit the dashboard even if they’re not the running user.
    • View My Team’s Dashboards – users may view the dashboard in a similar way to other users underneath themselves in their roles hierarchy.
  • Hit the OK button.
  • Locate the View Dashboard as field and enter your preferred running user.
  • Save the entire dashboard.
  • Go to the report run page and choose the proper Show option for your users.

You’ve now created a new dynamic dashboard for your team.

Summing It Up

A dynamic dashboard enables you to create a single dashboard with visibility features for your team members. You can set who views the dashboard and what data will be shown to each user. It’s a big development over the times when you have to make individualized dashboards for all your team members.

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