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Set Up a Dynamic Dashboard

How to Set Up a Dynamic Dashboard in Salesforce

Set Up a Dynamic Dashboard

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.

Set Up a Dynamic Dashboard

  1. Open the dashboard you want to make dynamic and click Edit.
    Set Up a Dynamic Dashboard
  2. Click the View dashboard as arrow.
  3. Select either Run as specified user or Run as logged-in user.
  4. Click OK.
  5. Close and save the dashboard.
    Set Up a Dynamic Dashboard