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How to Run Dynamic Dashboard in Salesforce

Some organizations require tailoring of display of information from their dashboards with respect to specified users. With normal dashboards, they can’t do this. With Salesforce, this is possible. Just use the dynamic dashboard function of the software.

When to Use Dynamic Dashboard Function

Use dynamic dashboards when it is necessary to show users user-specific data. Data to show each user may include case closures, individual sales and quotas, and converted leads.

For organization-wide data to be made accessible to a specific number of users, using a normal dashboard will be sufficient. For normal dashboards, data to show include teams’ performances on case closures and regional sales.

With Salesforce’s dynamic dashboards, organizations can create dashboards based on their criteria and filters. They can then select on the view panel the view option that determines which data should be made available to each specific user.

The advantage is that, with dynamic dashboards, organizations can skip the need of adding or cloning dashboards to accommodate users from different levels.

A user must have the “manage dynamic dashboards” and “run reports” permissions to be able to delete, edit and create dynamic dashboards.

Steps to Create Dynamic Dashboards

Do these steps:

  • Create folders that are accessible to all viewers. These folders will be used to store your dynamic dashboards and component source reports.
  • Go to the tab for editing or creating dashboards.
  • Then go to the “view dashboard as” field and click the button next to this field.
  • Choose the option for logged-in user.
  • To allow authorized users to enter a different running user, you can do so by clicking “let authorized users change running user” option.
  • Click OK. Proceed to enter a running user on the “view dashboard as” field.
  • Save the dashboard.
  • Go to the report run page. Enter your preferred “show” option. If you enter “My Teams Opportunities” as your show option, members of your team will be able to see all opportunities for them.

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