To provide individualized views of data without configuring separate dashboards and folders, create a dynamic dashboard. A dynamic dashboard shows each user only the data that they have access to.
Required Editions
| Available in: Both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete dynamic dashboards: | Manage Dynamic Dashboards |
You can also add filters to a dynamic dashboard to tailor the data displayed. For example, to let a sales manager view their reps’ performance collectively as well as individually, create an organization-wide sales scorecard that contains sales rep and product filters. The sales manager can then also view sales by product to understand which products each rep is or isn’t selling.
Managers with View My Team’s Dashboards or View All Data permission can set an option to preview the dashboard from the point of view of users under them in the role hierarchy.
You can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Editions, and 3 for Developer Edition.
Keep these considerations in mind when creating a dynamic dashboard.
- You can’t save a dynamic dashboard in a private folder.
- You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.
- Deleted dashboards that are in the recycling bin count toward the dynamic dashboard limit. A dashboard must be permanently deleted to not count toward the limit.
- You can’t subscribe to a dynamic dashboard.
- Create a Dynamic Dashboard in Lightning Experience
Provide users with individualized views of data by creating a dynamic dashboard. - Create a Dynamic Dashboard in Salesforce Classic
To provide individualized views of data, create a dynamic dashboard.