Salesforce Dynamic Dashboards: The Complete Guide to "View as User"
Let's be honest: building reports and dashboards in Salesforce can be a time-consuming chore. You finally create the perfect Sales Leaderboard dashboard, and your VP of Sales loves it. Then comes the request: "This is great! Now, can you make one just for the East region manager? And one for the West manager? And one for each sales rep so they can only see their own pipeline?" Before you know it, you're drowning in a sea of cloned dashboards, all showing the same components but filtered for different users. This is the exact problem Salesforce Dynamic Dashboards were built to solve. What is a Salesforce Dynamic Dashboard? A Salesforce Dynamic Dashboard is a dashboard that displays data based on the security and sharing permissions of the user who is viewing it. Instead of a single "Running User" whose permissions are used for everyone, a dynamic dashboard runs as the "Dashboard Viewer." This means a Sales Manager sees their team's data, wh...