Acceso

Set Up a Dynamic Dashboard

How to Set Up a Dynamic Dashboard in Salesforce

Salesforce Training

Salesforce Training Características:

  • Lecciones interactivas del tamaño de un bocado

  • Obtener la certificación

  • Evaluaciones precisas de habilidades

  • Contenido personalizable y listo para LMS

Precios
Users love us
4.9 stars out of 5 on G2

4.9 sobre 5 en G2

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
Usted obtiene:
  • Certificado listo para LinkedIn
  • Evaluaciones de habilidades
  • Lecciones interactivas breves
  • Progreso guardado