Creating a Dynamic Dashboard in Salesforce
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- Опубліковано 6 вер 2024
- Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place.
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I think this point also needs to be mentioned : If the viewer has View My Team’s Dashboards permission, they can view the dashboard as themselves or as anyone beneath them in the role hierarchy. If the viewer has View All Data permission, they can view the dashboard as anyone.
Nice one
Would it be possible to combine a reports for agreements and case in one dashboard and will show accurate results when filter for date period and owner are added? Thanks!