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How to Use the Dynamic Dashboard on Salesforce

Dashboards are great tools for sales representatives to monitor their respective reports. But for a Salesforce administrator, wouldn’t it be hard to manage individual sales rep dashboards, especially when you have a large number of reps to start with?

That is why Salesforce created the Dynamic Dashboard. This tool shrinks all those dashboards into one unified whole so that administrators can easily navigate and manage through them. Reps can still monitor their individual reports without having to shuffle through all the other dashboards of their colleagues.

This post will cover how to start using a dynamic dashboard for an organization.

Setting Up Dynamic Dashboards

To start using a dynamic dashboard, follow these steps:

  • Create individual folders that is visible to all dashboard viewers These folders will hold component source reports for the dynamic dashboard.
  • Start creating the dynamic dashboard. Go to Dashboards tab and create a new dashboard. You may also edit an existing one if you wish.
  • Locate View dashboard as a field and click the drop-down arrow button beside it.
  • Click on Run as logged-in user.
  • You may also click Let authorized users change the running user. This will enable other permitted users to change the running user in the dashboard’s view page.
  • Click on OK, then go to View Dashboard As field and type in a running user.
  • Hit Save.
  • Go to the dashboard’s report run page and set options under Show. Doing so will enable you to select data that all dynamic dashboard viewers are allowed to see.

You have now successfully set-up a dynamic dashboard for your organization.

Considerations in Dynamic Dashboard Use

Keep in mind the following points about limitations of dynamic dashboard use:

  • Dynamic dashboards are not supposed to be saved in private folders.
  • Scheduled refreshes are not permitted; dynamic dashboards are only refreshed manually.
  • You must create a folder to hold all the underlying reports first before creating the dashboard itself.
  • The number of Dynamic Dashboards that can be used per Salesforce Edition is as follows:
    • Enterprise – 5
    • Unlimited – 10
    • Performance – 10
    • Developer – 3

You may contact Salesforce to purchase additional dashboards should you need more.

In a Nutshell

Creating a dynamic dashboard for your organization is a must if you need to manage lots of separate dashboards to merge them into a single usable dashboard accessible to select users.

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