Question: How Do I Create A Dynamic Dashboard In Salesforce Lightning?

What is a dynamic dashboard?

Definition of Dynamic Dashboards 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..

How do I clone a dashboard in Salesforce?

To Clone a Dashboard:Navigate to an existing Dashboard.Click Clone (button)Click Save As.Give the new Dashboard a new Name.Edit your Components as needed.

How do I give someone access to my Salesforce dashboard?

Grant Users Access to the Dashboard DesignerFrom Setup, enter Analytics in the Quick Find box, then select Settings.Select Enable dashboard designer, and then click Save.For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them.

What is dynamic dashboard in Excel?

The dynamic dashboard allows the user to select a report from the range of reports within the model and decide where to position it on the page. The user can select “hide” to hide a report that they do not want to see or select “view” to preview it prior to choosing its position.

Where is dynamic dashboard in Salesforce?

Steps to use Workbench to query:Go to Workbench.Tick I agree to the terms of service.Click Login with Salesforce.Choose “SOQL Query” on Jump to.Choose “Dashboard” for the Object.Hit Select.Choose the columns you want to show on under Fields.Filter results by Type = LoggedInUser.

What is reports and dashboards in Salesforce?

A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.

What are the limitations of a dynamic dashboard What is a dynamic dashboard?

The dynamic dashboard must be stored in a folder with shared access. … You cannot schedule a dynamic dashboard; dashboards have to be refreshed manually.

What is static dashboard in Salesforce?

Static dashboards are the basic dashboard types that will be visible to any user who has made a report out of his data. An example of this is what a Sales manager/ Marketing manager would be able to see on his Salesforce org. … Dynamic dashboards are used to display information which is tailored to a specific user.

How do I create a dynamic dashboard in Salesforce?

From the Dashboards tab, create a new dashboard or edit an existing one. button next to the View dashboard as field. Note If you don’t have “Manage Dynamic Dashboards” permission, just enter a running user and skip to the final step. Enter “*” to see all available users.

How many dynamic dashboards do I have in Salesforce?

How to find how many dynamic dashboards are created in Salesforce…Create a Custom Report Type using the Dashboards type.Create a new report with the new Dashboards Report Type.Select Show All Dashboards.Select the All Time range.Add the following filter: Dashboard Running User equals “Run as logged-in user, Let authorized users change running user”.

How do I find the API name for a dashboard in Salesforce?

The workaround I use to get a dashboard’s API name is this:Get the Chrome extension called Salesforce inspector.Go to your dashboard.Click the little arrow on the right side of the screen that says Show Sales force details and click Show All Data.Look for DeveloperName. The value has your dashboard’s API name.

What is a static dashboard?

Static Dashboards don’t have a context and are only displayed when you’re in the My Network View. Dynamic Dashboards are context specific and will display data based on your current context whether this is a View, Device or other components.

Is it possible to schedule a dynamic dashboard in Salesforce?

You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.

How many dynamic dashboards are there in Salesforce?

5 dynamic dashboardsYour 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. You can’t save dynamic dashboards to personal folders.

Which are valid dashboard components?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. You can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements.