How to change running user for dashboard salesforce lightning

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In order to edit the dashboard to change the running user, type “/e” (without the quotation marks) at the end of the URL in the address bar of your browser. This will put you into “edit” mode of the dashboard, where you can make any changes.

To select a dashboard’s running user in Salesforce Classic:
  1. Edit a dashboard.
  2. Click. …
  3. Choose a running user setting. …
  4. Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. …
  5. Click OK.

Full
Answer

How to change dashboard running user in Salesforce programatically?

How to change dashboard running user in salesforce programatically 1 In case you need to display your filter and dashboard on the same page – You may need to customize your chart as well… 2 If your requirement is like you will select a user from the picklist and onClick of a button, it will direct to a… More …

How do I create a support page in Salesforce Lightning?

Customize the Home Page From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Click New. Select Home Page, then Next. Assign the label Support Home Page , then click Next. Click the Standard Home Page template. Click Finish.

Can I automatically refresh the dashboard in lightning experience?

However, in Lightning Experience, automated dashboard refreshes are not available at all. A Refresh button is provided on the dashboard instead to manually refresh its data. Enter a name for the new Dashboard folder:

What is the difference between Salesforce classic and lightning experience dashboards?

In Salesforce Classic, dashboards can be scheduled to automatically refresh its data. Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled. However, in Lightning Experience, automated dashboard refreshes are not available at all.

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How do I change the owner of my dashboard in Salesforce lightning?

To change the running user of the dashboard you can click edit next to the dashboard search box, and once in the edit screen, you can change the running user in the upper right below the header.


How do I run a dashboard as a user logged in?

Go to your app and start creating a report by clicking on New Report.Select Dashboard as your report type.Add the Filter in the report as – Dashboard running user = Run as logged-in user, let authorised users change running user.Click apply and run report.


What is determined by the running user of the dashboard?

The ‘Running User’ is the user who determine the security settings for which the data in the dashboard will be displayed. There are two types of running user: Run as specified user – When dashboard is running for other users to see all of the users will see the data at the security level of the Running User.


When you specify a single running user of a dashboard that user?

When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user’s security settings.


What is running user in dashboard in Salesforce?

The running user is the user whose security settings determine the data that’s displayed in the dashboard. Important When you specify the running user, it’s possible to give dashboard readers a broader view of data than they normally have.


How do I give access to the dashboard folder in Salesforce?

Grant Users Access to Reports and DashboardsClick. … In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.


What permission is required to set the running user other than you dashboard?

The user must have “View All Data” permission is required to set the running users. Thanks.


How do I login as a different user in Salesforce?

From Setup, enter Users in the Quick Find box, then select Users.Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin can log in as any user.To return to your admin account, select User’s Name | Logout.


What should be used to control a user’s ability to view a dashboard?

What should be used to control a user’s ability to view a dashboard? Dashboard folder access and source report folder access.


How many dashboards can a user subscribe to?

Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met.


Why can’t a user see a dashboard in Salesforce?

For a non-Dynamic Dashboard, the error occurs because the Running User for the dashboard has a different license type than User attempting to access it. For a Dynamic Dashboard, the error occurs because the original Running User or Creator of the dashboard likely has a full Salesforce.com license.


How do I change the dashboard view in Salesforce?

Open the Properties menu by clicking . Under View Dashboard As, select who people view the dashboard as:Me — Dashboard readers see data in the dashboard according to your access to data.


How do I connect my dashboard to my website?

Embedding a Dashboard Into Your Website Within TolaData, navigate to the dashboard that you want to embed. Click on the sharing symbol (three dots) In the modal that opens up, activate “Allow access via link” Click on “Copy link” Click on “Save share options”More items…•


How do I give a report folder access to users in Salesforce?

On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.


What is dynamic dashboard in Salesforce?

Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.


How do I find dynamic dashboard limits in Salesforce?

Steps to use Workbench to query:Go to Workbench.Tick I agree to the terms of service.Click Login with Salesforce.Choose “SOQL Query” on Jump to.Choose “Dashboard” for the Object.Hit Select.Choose the columns you want to show on under Fields.Filter results by Type = LoggedInUser.


What is dynamic dashboard?

Dynamic Dashboards are also a great feature for managers that require someone to create and then special Permission to use. They allow us to change the Running User on certain Dashboards. For example: a VP of Sales can run the same Dashboard as each one of her sales reps.


Is the System Administrator Profile always up to date?

As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.


Do managers consume more information in dashboards?

Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.


What is dashboard in Salesforce?

Dashboards are a great way to represent data visually within an organization. They can show how you have performed in the past and what’s happening at the moment – two keys to any business that wants to be successful. Normally, dashboards in Salesforce are run based on one user for the entire organization. Meaning the dashboard looks the same …


How to control access to dashboard?

To control access to the dashboard: In the Dashboards Tab, click on the New Folder button to create a New Dashboard Folder: Enter a name for the new Dashboard folder: Inside the newly created Dashboard folder, click on the Share button in the dropdown menu to display more options:


What is dynamic dashboard?

Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.


Can you schedule dashboard refresh in Salesforce?

In Salesforce Classic, dashboards can be scheduled to automatically refresh its data. Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled. However, in Lightning Experience, automated dashboard refreshes are not available at all.

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