How to change dashboard running user in salesforce programatically
- In case you need to display your filter and dashboard on the same page – You may need to customize your chart as well…
- If your requirement is like you will select a user from the picklist and onClick of a button, it will direct to a…
- Edit a dashboard.
- Click. …
- Choose a running user setting. …
- Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. …
- Click OK.
Table of Contents
Is there any way to change dashboard running user?
Is there any way to change dashboard running user 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.
What is the maintenance schedule for Salesforce help and Success Center?
Salesforce Help and the Success Center are scheduled for maintenance on January 22, 2022 from 01:00 AM to 03:00 AM GMT. During this time, you will not be able to log in to either site.
How do I refresh the data in my dashboard?
Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard. Was this information helpful? Let us know so we can improve!
How to update dashboard object and fields in apex?
Go To Dashboard > Edit > View Dashboard As > Select “Run as Logged in User” > Save. HI Laxman . I don’t think it is possible in apex to update dashboard object and fields . If you will open the particular object/field property in workbench it is not updateable from apex .
How do I remove a running user from a Salesforce dashboard?
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. Please refer below links for the same. Hope this helps you!
What is the running user for Salesforce dashboards?
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 change who I am looking at my dashboard in Salesforce?
Edit a dashboard. 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 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.
How do I change a running user?
To change the running user from the dashboard view page, select Let authorized users change running user . Click OK. In the View dashboard as field, enter a running user. Save your dashboard.
Who is running user?
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.
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.
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.
Why can’t a user see a dashboard in Salesforce?
It says, “Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards.” This could be your problem.
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.
How do I create a running dashboard user in Salesforce lightning?
Choose a Running User in Salesforce ClassicEdit a dashboard.Click the button next to the View dashboard as field. … Choose a running user setting. … Run as specified user. … Run as logged-in user.More items…
What is the limit for dashboards run as logged in user?
It can have a maximum of 10 Dynamic Dashboards. As of now, there are 10 Dynamic Dashboards created and as such, the user is not able to save another one.