Slaesforce FAQ

how to switch running user in salesforce

by Belle Homenick Published 2 years ago Updated 2 years ago
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If it is for the report, go to the report. Next to the "Run Report" their is an arrow, click on that and select "Schedule Future Runs" The first field here will let you change the 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.

Full Answer

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.

How can I get a session token for a different user?

This approach is a bit of a hack, but you can use callouts to obtain a session for a different user. Once you have that, you would be able to make further callouts using that session token, and each such transaction would run as that user.

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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 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.

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.

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.

How do I view dashboard as another user in Salesforce lightning?

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.

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 view someone else in Salesforce?

From Setup, enter Users in the Quick Find box, then select Users.Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin can log in as any user.To return to your admin account, select User's Name | Logout.

How do I assign a dashboard to a user in Salesforce lightning?

0:171:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd drag it pop it up there. And then on the right hand side you're going to choose which dashboardMoreAnd drag it pop it up there. And then on the right hand side you're going to choose which dashboard you want to place on this page on your startup.

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.

What should be used to control a user's ability to view a dashboard?

What should be used to control a user's ability to view a dashboard? Dashboard folder access and source report folder access.

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