What is Salesforce dynamic dashboard?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. 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.
Can we create dynamic dashboards in Salesforce?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you’d like, and select the right folder for proper organization.
How do I change dashboard to dynamic dashboard in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don’t have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
How do I know if my Salesforce dashboard is dynamic?
Use an API tool to help you locate all Dynamic Dashboards “SELECT Id,Title FROM Dashboard WHERE Type != ‘SpecifiedUser’ ” will return Dynamic Dashboards that are not in private folders.
What is the difference between dashboard and dynamic dashboard in Salesforce?
Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user’s perspective.
What is difference between static and dynamic dashboards?
A Static Dashboard is the default in Salesforce. Dynamic Dashboards can be customized to each viewers needs regardless of what they have permission to see in Salesforce.
How many dynamic dashboards are allowed for an organization in Salesforce?
Your organization can have up to five dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and three for Developer Edition.
What is the limit for dynamic dashboard in Salesforce?
Enterprise Edition: up to 5 per organization. Performance and Unlimited Edition: up to 10 per organization. Developer Edition: up to 3 per organization.
Can we schedule dynamic dashboards?
Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled.
What are static and dynamic dashboards in Salesforce?
Which of the following is a limitation to the dynamic dashboard feature?
You can’t save a dynamic dashboard to a personal folder. The dynamic dashboard must be stored in a folder with shared access. You cannot schedule a dynamic dashboard; dashboards have to be refreshed manually.
Can I have more than 3 filters in Salesforce dashboard?
Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.
How do I report a dynamic dashboard in Salesforce?
Go to your app and start creating a report by clicking on New Report.
- Select Dashboard as your report type.
- Add the Filter in the report as – Dashboard running user = Run as logged-in user, let authorised users change running user.
- Click apply and run report.
What is static and dynamic dashboard Salesforce?
What is the difference between static and dynamic dashboard?
What is difference between static and dynamic dashboards in Salesforce?
How many dynamic dashboards can you have in Salesforce?
Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Additional dynamic dashboards may be available for purchase. Dynamic dashboards don’t support following components.
How many dynamic dashboards are allowed for an organization?
What is dynamic dashboard in Salesforce?
Dynamic Dashboards in Salesforce :- Salesforce Dashboards are the graphical representation and visual presentation of reports data in salesforce. Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. Salesforce dashboard components are used to represent data.
What is the difference between Salesforce classic and lightning experience dashboards?
In Salesforce Classic, dashboards can be scheduled to automatically refresh its data. Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled. However, in Lightning Experience, automated dashboard refreshes are not available at all.
How do I schedule a dynamic dashboard in lightning experience?
Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled. However, in Lightning Experience, automated dashboard refreshes are not available at all. A Refresh button is provided on the dashboard instead to manually refresh its data. Enter a name for the new Dashboard folder:
Can I purchase additional dynamic dashboards?
Additional dynamic dashboards may be available for purchase. 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.