August 2017
Beginner to intermediate
402 pages
8h 32m
English
Let's consider following activities for a hands-on implementation: change a normal dashboard to a dynamic dashboard and let the user choose the running user in the dashboard.
Before you start, make sure you have Manage Dynamic Dashboards and View My Team's Dashboards permissions; otherwise, you will not see the Viewed Dashboard As selection under the dashboard properties. You can reach out to your Salesforce administrator if you are not sure that you have this permission. The permissions are defined in your user profile setup or can be individually added to your user details using a Permission Set. This is shown in the following screenshot:
Again, let's use the Account Dashboard for this ...
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