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Salesforce Lightning Reporting and Dashboards
book

Salesforce Lightning Reporting and Dashboards

by Johan Yu
August 2017
Beginner to intermediate
402 pages
8h 32m
English
Packt Publishing
Content preview from Salesforce Lightning Reporting and Dashboards

Running user

Different from reports, each dashboard has a running user defined, who will use the security settings in determining the data to display in the dashboard. If the running user is a specific user, all dashboard viewers will see the dashboard data based on that user, including data security and hierarchy. For this reason, when you create a report, you need to choose the right running user for the dashboard to show the correct data. For example, set the Country Manager as the running user for a country sales performance dashboard; this will allow all users to see the overall country sales performance. When you build a performance leaderboard for the team, all users will see the same data, so make sure to set the dashboard viewer ...

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Publisher Resources

ISBN: 9781788297387