Go to Edit a dashboard. Click on down arrow button next to the View dashboard and select between static and dynamic as : Run as the specified user: In this view all users are able to see the same data regardless of their personal security authorization.
Full Answer
How to view a dashboard as a specific user in Salesforce?
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. Go to Edit a dashboard.
How do you create a sales dashboard?
The Perfect Sales Dashboard Should Have These 12 Sales Metrics 1 Determine what you need to see on your sales dashboard. To get a contract signed, some sales require multiple long phone calls. ... 2 Build your sales dashboard. ... 3 Include these sales metrics in your dashboard. ... 4 Your metrics dashboard helps manage your sales. ...
What is a data diagnostics dashboard in Salesforce?
Using Salesforce, you can actually create reports and dashboards to see how many fields are left blank and who own those accounts, leads or opportunities. We call this the ‘Data Diagnostics’ Dashboard and may be something for your Admin or Sales Operations manager to keep track of and communicate to sales.
Is your sales dashboard the same as your team?
The majority of top salespeople rely on their sales dashboard for day-to-day operations. Depending on your industry, type of sales (B2B or B2C), the size of your company, and your role, your metrics dashboard may not be the same as someone else’s on your team.
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 see what users are running in Salesforce?
Edit a dashboard. Under View Dashboard As, select the running user: Me — Dashboard readers see data in the dashboard according to your access to data.
How do I change the dashboard view in Salesforce?
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 create an individual 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.
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 change the running user on my dashboard?
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 change the running user of a 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 add a user to a dashboard in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
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.
How do I specify dashboard settings in Salesforce report?
I am following these instructions:Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. ... Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. ... Click OK.
What is an interactive dashboard?
What Are Interactive Dashboards? An interactive dashboard is a data visualization tool that allows business teams to track, analyze, and display metrics of various sorts. Dashboards feature charts, tables, maps, and other visualizations to help viewers understand the story the data tells.
What is the 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.
What is a Salesforce Dashboard?
A Salesforce dashboard is an abstraction over reports. To clarify, it needs at least a report to pull its data from. Salesforce dashboard can be also based on multiple reports too. In addition, Salesforce provides granular control over who has access to viewing specific dashboards and reports. Then, sharing is accomplished through folders.
How to create a Salesforce dashboard
So you have your plan, you know your audience, the data they need to see, and roughly how you want your dashboard to look. Now it’s time to put it all together.
Salesforce Dashboard Unique Tips
As with all things Salesforce, there are tips, tricks as well as features to take it to the next level. Here’s a quick collection of some.
The best Salesforce Dashboard list
The primary purpose of this dashboard is to motivate your sales employees by adding a competitive spirit to their day to day work. The dashboards display the current top salesman by revenue. Above all, the main focus of this dashboard is sales performance and in helping, sales managers keep close control over their teams.
Conclusion
Dashboards are incredibly flexible and powerful. They can also be incredibly time consuming and at times a bit difficult to understand exactly how to get the right source reports to provide the data you want to display. I recommend that you go into your dashboard projects with your eyes wide open.
