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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

Manage dynamic dashboards permission

The Manage dynamic dashboards permission allows users to create and edit dynamic dashboards. We will look into Dynamic Dashboards in more detail in Chapter 10, Learning Advanced Dashboard Configuration. But for now, you just need to understand that a dynamic dashboard allows login user to select other users as viewing user, based on the user permissions and role hierarchy.

When creating or editing a dashboard, a user with this permission will have options to set the dashboard running user as the logged-in user, or to allow a user who opens the dashboard to change the viewing user. The following screenshot shows enabling a dynamic dashboard:

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Publisher Resources

ISBN: 9781788297387