Curriculum
Dynamic Dashboards are Salesforce dashboards that display data according to the permissions and access levels of the logged-in user. Unlike standard dashboards, which always run using a specific user’s security settings, Dynamic Dashboards automatically adjust the displayed data based on who is viewing the dashboard.
Dynamic Dashboards help organizations provide personalized analytics, secure data visibility, and role-based reporting without creating multiple dashboards for different users. They are widely used by sales teams, managers, support agents, executives, and administrators who need customized views of business data.
Understanding Dynamic Dashboards is essential for Salesforce Administrators because they improve dashboard scalability, security, and user experience.
Dynamic Dashboards are dashboards that display data based on the current user’s access permissions.
When users open a Dynamic Dashboard:
Each user sees data according to their Salesforce access rights.
Organizations often have:
Each role requires different data visibility.
Dynamic Dashboards allow one dashboard to serve multiple users while maintaining security.
Users see relevant information.
Data access follows Salesforce permissions.
Fewer dashboards need to be created.
Each user receives customized insights.
Supports growing organizations.
Provides a unified dashboard structure.
These benefits make Dynamic Dashboards highly valuable.
Dynamic Dashboards use:
Current viewer.
Profiles and permissions.
Role hierarchy and sharing rules.
Visualized report data.
Salesforce automatically adjusts displayed information.
| Feature | Standard Dashboard | Dynamic Dashboard |
|---|---|---|
| Runs As | Specific User | Logged-In User |
| Personalized View | No | Yes |
| Security Based | Limited | Full |
| Maintenance | Higher | Lower |
| Scalability | Moderate | High |
Dynamic Dashboards provide greater flexibility.
Dashboard Running User:
Sales ManagerAll users viewing the dashboard see:
Sales Manager DataThis may expose unnecessary information.
Sales Representative:
Views only their records.
Sales Manager:
Views team records.
Regional Manager:
Views regional records.
The same dashboard automatically adapts to each user.
Dynamic Dashboards rely on:
Data source.
Visualizations.
Access control.
Record visibility.
Together these components create personalized dashboards.
Navigate to:
Dashboards
Click:
New Dashboard
Add Dashboard Components.
Click:
Edit Dashboard Properties
Select:
View Dashboard As: Logged-in UserSave Dashboard.
The dashboard becomes dynamic.
The Running User determines whose security settings are used.
For Dynamic Dashboards:
Logged-In UserFor Standard Dashboards:
Specific UserThis is the primary difference between the two dashboard types.
Dynamic Dashboards respect:
This ensures users only see authorized information.
Example:
Sees personal opportunities.
Sees team opportunities.
Sees departmental opportunities.
The dashboard automatically adjusts based on hierarchy.
Sharing Rules impact dashboard visibility.
Example:
North Region TeamCan view only North Region records.
Dashboard results reflect these permissions.
Dynamic Dashboards support:
All components automatically display user-specific data.
Components:
Each sales representative sees only their assigned records.
Components:
Managers see all students.
Counselors see only assigned students.
This improves operational efficiency.
Executives often require:
Dynamic Dashboards provide customized executive insights.
Sales teams commonly use:
Dynamic views improve productivity.
Support dashboards often display:
Users see only authorized support data.
| Feature | Dashboard Filters | Dynamic Dashboard |
|---|---|---|
| User Controlled | Yes | No |
| Security Based | No | Yes |
| Personalization | Partial | Full |
| Automatic | No | Yes |
Both features can be used together.
Salesforce limits the number of Dynamic Dashboards based on edition.
Complex dashboards may load slower.
Dashboard results depend on user permissions.
Administrators should plan dashboard usage carefully.
Improve organization.
Improve performance.
Maintain compliance.
Improve usability.
Verify visibility.
Ensure responsiveness.
These practices improve dashboard effectiveness.
Produce unexpected results.
Impact dashboard accuracy.
Reduce readability.
Cause incomplete data visibility.
Administrators should test dashboards thoroughly.
A software training company has:
Dashboard Components:
Counselors see assigned students.
Managers see team performance.
Directors see organization-wide metrics.
All use the same Dynamic Dashboard.
This demonstrates the power of Dynamic Dashboards.
Understanding Dynamic Dashboards helps professionals:
Dynamic Dashboards are a key Salesforce analytics capability.
Dynamic Dashboards are Salesforce dashboards that automatically display data according to the permissions and access rights of the logged-in user. By respecting security settings, role hierarchies, sharing rules, and user permissions, Dynamic Dashboards provide personalized reporting experiences while reducing dashboard maintenance. They are an essential tool for scalable, secure, and efficient Salesforce analytics.
A Dynamic Dashboard displays data based on the logged-in user’s permissions and access rights.
A Standard Dashboard runs as a specific user, while a Dynamic Dashboard runs as the logged-in user.
They provide personalized reporting while maintaining data security.
Yes. They follow Salesforce sharing rules and security settings.
Yes. Charts, gauges, metrics, and tables are supported.
Sales teams, managers, executives, support teams, and administrators.
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