How Many Dynamic Dashboards Do I Have In Salesforce?

How do I find the number of dynamic dashboards 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”..

What is a dynamic dashboard in Salesforce?

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 create a dynamic dashboard?

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.

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

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.

What are the different types of dashboards in Salesforce?

There are four types of dashboard components in Salesforce.Table.Chart.Gauge.Metric.

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 is a running user in Salesforce?

Each dashboard has a running user , whose security settings determine which data to display in a dashboard. If you have “View All Data,” you can choose any user in your organization to be a running user of the dashboard. If you have “View My Team’s Dashboards,” you can choose any user below you in the role hierarchy.

How do I create a dynamic dashboard in Salesforce lightning?

Click Save As (or Clone), modify the dashboard settings, and save.If necessary, create the source reports containing the data you want to display. … From the Dashboards tab, click New Dashboard.Name the dashboard. … To add a component to the dashboard, click + Component. … To add a filter to the dashboard, click + Filter.More items…

How do I query a 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.

Is it possible to schedule a dynamic dashboard in Salesforce?

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

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 change the dashboard in Salesforce?

To customize a dashboard, view it and click Edit. From the Dashboard Edit page, you can: See the running user for the dashboard in the Displaying data as field. Click Dashboard Properties to change the title, folder, running user, and more.