manage dynamic dashboards

dynamic dashboards is a new feature introduced by salesforce in its summer ’10 platform release. 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. before the advent of dynamic dashboards, administrators need to create cloned dashboards for every level of data access. the administrator must clone the dashboard so that each rep gets access to their individual dashboards. obviously, this is too time-consuming and taxing for the administrator.

with a dynamic dashboard, the sales reps may now access a single dashboard simultaneously. users may easily think that once they’re logged in and are viewing their information, they’re looking at their own customized dashboards. dynamic dashboards enable users to view their personal information simultaneously whenever they are logged in to the salesforce system. this eliminates the need to replicate dashboards and update them every time changes are made. users are also able to access the dynamic dashboard easily and fuss-free. cloudworks is an agile and innovative cloud consulting company working in the gcc region and a salesforce platinum partner.

they can show how you have performed in the past and what’s happening at the moment – two keys to any business that wants to be successful.normally, dashboards in salesforce are run based on one user for the entire organization. this is great if you are trying to display how close your company is to its year-end sales goal, but what if you want each user to see a dashboard of how close they are to their own sales goal?for example: john and mary are both salespeople in your organization whose security settings only allow for them to read sales that they own. currently, your dashboard showing year-to-date sales figures is a standard dashboard, with the running user set as a system administrator. you want to create another dashboard showing both john and mary their sales numbers individually, without giving one access to the other’s information.dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. this allows you to control data visibility without having to create separate dashboards.creating a dynamic dashboard vs. a standard dashboard is essentially the same process, with one major difference.

in fact, by performing the following actions you can also easily change a standard dashboard to a dynamic dashboard. to create a dynamic dashboard, there are two steps – controlling access to the dashboard and controlling access to the data. dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled. a refresh button is provided on the dashboard instead to manually refresh its data. these include users with the following security settings: you have now created a dynamic dashboard that will show data according to each user that is logged-in at the time of viewing. remember, you can create dashboards using many different kinds of visual representation as well as underlying reports, so feel free to get creative!

edit a dashboard. open the properties menu by clicking under view dashboard as, select the running user: optionally, select let dashboard viewers choose whom the manage dynamic dashboards permission allows users to create and edit dynamic dashboards. we will look into dynamic dashboards in more detail in chapter dynamic dashboards enable users to view their personal information simultaneously whenever they are logged in to the salesforce system. this, salesforce manage dynamic dashboards, salesforce manage dynamic dashboards, manage dynamic dashboards permission salesforce, dynamic dashboard in excel, how many dynamic dashboards are allowed for an organization.

manage dynamic dashboards. administrators control access to dashboards by storing them in folders with certain visibility settings. dashboard folders can be public, hidden, or restricted to groups, roles, or territories. if you have access to a folder, you can view its dashboards. dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. click the button next to the view dashboard as field.note if you don’t have “manage dynamic dashboards” permission, just entera running user and skip to the 4. with view my team’s dashboards + manage dynamic dashboard permission. this user has all option to configure the dashboard for “view, dynamic dashboards salesforce lightning, how to create a dynamic dashboard in salesforce lightning, dynamic dashboards salesforce limit, dynamic dashboards salesforce trailhead, difference between static and dynamic dashboards in salesforce, view dashboard as salesforce, salesforce dashboard filter, what is true about dynamic dashboards, public dashboard, public dashboard salesforce. what is a dynamic dashboard? how can you make the dashboard dynamic? how do i change the dynamic dashboard in salesforce? what is difference between dashboard and dynamic dashboard in salesforce?

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