Static and Dynamic Dashboard in Salesforce-Running User Concept While we share the dashboard, we can choose to enable different viewing options. Static Dashboards can be viewed with owner view or we can enable a dynamic dashboard to view as a specific user.
How to create custom objects and tabs in Salesforce?
Try It Yourself
- In your Salesforce org, click and select Setup to open Setup.
- Click the Object Manager tab. ...
- On the Object Manager page, click Create | Custom Object .
- For Label, enter whatever you want to call your custom object. ...
- For Plural Label, enter the plural form of your custom object name.
How to create an organizational chart in Salesforce?
With Salesforce and Organimi:
- Create multiple versions of your chart in Organimi for scenario planning and share them with your colleagues
- Save your Organimi org charts to pdf formats so you can track changes over time
- Share your org charts with other power users who can help you edit and update them
How to create a tabular report in Salesforce?
- Create a new report, selecting Opportunities as the report type.
- Click Tabular Format and select Joined. ...
- Create a new block by dragging the Opportunity Name field onto the preview pane somewhere to the right of the first block, and drag the Amount and Account Name fields ...
- Create a third block in the same way. ...
How to create a chart with Salesforce?
Reports in Salesforce | How to create Reports and Charts
- Tabular Reports. Tabular reports are the simplest form of reports in Salesforce. ...
- Summary Reports. Summary reports are similar to tabular reports but also provide groupings of rows, display of subtotals based on the value of a particular field.
- Matrix Report. ...
- Joined Report. ...
How do I change my dashboard to run as user?
To select a dashboard's running user in Salesforce Classic:Edit a dashboard.Click. ... Choose a running user setting. ... Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ... Click OK.More items...
How do I view dashboard as another user in Salesforce lightning?
Open the Properties menu by clicking . Under View Dashboard As, select who people view the dashboard as:Me — Dashboard readers see data in the dashboard according to your access to data.
How do I run a dashboard as a user logged in?
Go to your app and start creating a report by clicking on New Report.Select Dashboard as your report type.Add the Filter in the report as – Dashboard running user = Run as logged-in user, let authorised users change running user.Click apply and run report.
Why can't a user see a dashboard in Salesforce?
For a non-Dynamic Dashboard, the error occurs because the Running User for the dashboard has a different license type than User attempting to access it. For a Dynamic Dashboard, the error occurs because the original Running User or Creator of the dashboard likely has a full Salesforce.com license.
How do I view someone else's dashboard?
With the View My Team's Dashboards user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the View All Data user permission, the reader can view the dashboard as anyone. Click Save. Then, from the Dashboard Builder, click Save again.
How do I share a Salesforce dashboard with another user?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
What is dashboard running user in Salesforce?
The running user is the user whose security settings determine the data that's displayed in the dashboard. Important When you specify the running user, it's possible to give dashboard readers a broader view of data than they normally have.
Which dashboard feature allows users to see a dashboard with only their own data?
Dynamic dashboardsDynamic dashboards enable each user to see the data they have access to. With a dynamic 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.
How do I change the owner of my dashboard in Salesforce?
To change the running user of the dashboard you can click edit next to the dashboard search box, and once in the edit screen, you can change the running user in the upper right below the header.
When you specify a single running user of a dashboard that user?
When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user's security settings.
How do I enable dynamic dashboard in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
How do I create a dynamic dashboard in Salesforce lightning?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.
What is dashboard in Salesforce?
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are essentially the analytical highlights of Salesforce.
What is dashboard in business?
A dashboard is a pictorial representation of data, generated by reports, and visual force pages. It helps the user identify trends, and analyze the impact of activities on business to expedite well-informed decisions. The visual representation of data is quick and easy to understand the changing business conditions.
Can tabular reports be displayed in dashboard?
The dashboard setting option is available next to the report setting for tabular reports limited by row. Tabular reports can’t be displayed in Dashboards by default, but it can when delimited by rows.
Can you display summary and matrix reports in dashboard?
Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
