O'Reilly logo

Salesforce Reporting and Dashboards by Johan Yu

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Using a dynamic dashboard

Before we start with the definition of dynamic dashboards, let's understand: is there any concept called a static dashboard? Yes, there is, but it is not called a "static dashboard". For simplicity in this book and to differentiate a dashboard from a dynamic dashboard, let's just call it a "normal" dashboard. Note that in Salesforce, it is officially just called dashboard, not "normal dashboard".

Normal dashboard

For a normal dashboard, the user will see a dashboard with data visibility of someone else. Let's take a sample of how data visibility works in a normal dashboard. We create a role hierarchy to explain this easily, as shown in the following diagram:

Let's say a normal dashboard is configured with a running user ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required