Designate Default Workflow User.
- In Sales or Service Cloud, click Setup.
- Under Build, click Create.
- Click Workflow & Approvals.
- Click Process Automation Settings.
- Designate the default workflow user using Lookup to choose the applicable user.
- Save the default workflow user.
- In Sales or Service Cloud, click Setup.
- Under Build, click Create.
- Click Workflow & Approvals.
- Click Process Automation Settings.
- Designate the default workflow user using Lookup to choose the applicable user.
- Save the default workflow user.
How to change dashboard running user in Salesforce programatically?
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... More ...
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.
What is the maintenance window for Salesforce help and Success Center?
Salesforce Help and the Success Center are scheduled for maintenance on January 22, 2022 from 01:00 AM to 03:00 AM GMT. During this time, you will not be able to log in to either site. However, please contact 1-800-NO-SOFTWARE should you experience any issues and need immediate assistance during this maintenance window.
How does Salesforce data considerations for flows?
Salesforce Data Considerations for Flows Remove Read-Only Fields from a Record Variable Add a Flow to an Experience Builder Site Flow Core Action: Activate Session-Based Permission Set How Does Flow Security Work? Flow Core Action for Order Management: Adjust Order Item Summaries...
How do I change the running user dashboard in Salesforce lightning?
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 find the default user in Salesforce?
Identify Your Salesforce Org's Default Workflow UserFrom Setup, enter Process Automation Settings in the Quick Find box, then select Process Automation Settings.For Default Workflow User , select a user.Save your changes.
What is 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.
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.
How do I change the default record owner?
Select a default owner in your org.From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.Click Workspaces for the community you'd like to access.Click Administration | Preferences.Select a default user in the record ownership lookup.Click Save.
How do I change the Automated Case user in Salesforce?
To change the Automated Case User:In Classic: Click Setup and on the Quick Find box enter 'Support Settings' ... Click Edit to change any of the listed support settings.Choose the new Automated Case User by typing their full name in the field or by using the lookup icon.Click 'Save'
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.
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.
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.
How do I change a running user?
To change the running user from the dashboard view page, select Let authorized users change running user . Click OK. In the View dashboard as field, enter a running user. Save your dashboard.
How do I change the default dashboard in salesforce?
Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.
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.