Interactive Tutorial
How to Set Up a Dynamic Dashboard in Salesforce
4.9 out of 5 on G2
Practice live in your browser. No software required.
5 Hour Course Certificate
Free quick tips and shortcuts to use and share.
Step-by-step instructions with screenshots.
Dashboards can be set up to be dynamic and automatically filter information based on the user's access level. For example, a sales manager's dashboard could show more information than a sales representative's dashboard.