how to change dashboard running user in salesforce

How to change dashboard running user in salesforce programatically

1. In case you need to display your filter and dashboard on the same page - You may need to customize your chart as well...
2. If your requirement is like you will select a user from the picklist and onClick of a button, it will direct to a...

Full Answer

Is there any way to change dashboard running user?

Is there any way to change dashboard running user In order to edit the dashboard to change the running user, type "/e" (without the quotation marks) at the end of the URL in the address bar of your browser. This will put you into "edit" mode of the dashboard, where you can make any changes.

How do I stop location-based automated verifications in Salesforce?

Stop Location-Based Automated Verifications in Salesforce... Update Your Token in Connect Offline, Connect for Office, and Data... If your Home tab contains a dashboard snapshot, you can change the dashboard. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.

How to update dashboard object and fields in apex?

Go To Dashboard > Edit > View Dashboard As > Select "Run as Logged in User" > Save. HI Laxman . I don't think it is possible in apex to update dashboard object and fields . If you will open the particular object/field property in workbench it is not updateable from apex .

How do I refresh the data in my dashboard?

Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard. Was this information helpful? Let us know so we can improve!

How do I change who I am looking at my dashboard in Salesforce?

Edit a dashboard. 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.

What is the running user for Salesforce dashboards?

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.

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.

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.

Who is running user?

The 'Running User' is the user who determine the security settings for which the data in the dashboard will be displayed. There are two types of running user: Run as specified user - When dashboard is running for other users to see all of the users will see the data at the security level of the Running User.

What permission is required to set the running user other than you dashboard?

The user must have “View All Data” permission is required to set the running users. Thanks.

What is the limit for dashboards run as logged in user?

It can have a maximum of 10 Dynamic Dashboards. As of now, there are 10 Dynamic Dashboards created and as such, the user is not able to save another one.

What is difference between dashboard and dynamic dashboard in Salesforce?

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.

How do I create a dynamic dashboard in Salesforce?

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.

How many dashboards can a user subscribe to?

Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met.

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.

What is dynamic dashboard in Salesforce?

Dynamic Dashboard : 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.