How do I see what users are running in dashboard Salesforce?
If the dashboard’s running user is an admin or an internal user, it’s possible to expose personally identifiable information (PII). Edit a dashboard. Under View Dashboard As, select the running user: Me — Dashboard readers see data in the dashboard according to your access to data.
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.
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 view someone else’s dashboard?
Dynamic Dashboards: Choose Who People View a Dashboard as in Lightning Experience
- 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 give someone access to my Salesforce dashboard?
Grant Users Access to Reports and Dashboards
- Click.
- 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 is running user in Salesforce report?
Each dashboard has a running user , whose security settings determine which data to display in a dashboard. If you have “View All Data,” you can choose any user in your organization to be a running user of the dashboard. If you have “View My Team’s Dashboards,” you can choose any user below you in the role hierarchy.
What are the four key user engagement scenarios?
Four scenarios illustrate the most common user engagement experiences:
- Onboarding.
- Feature discovery and adoption.
- Help and troubleshooting.
- In-app learning and skill growth.
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.
How do I share a Salesforce dashboard with another user?
- Navigate to the Dashboards tab.
- Select All Folders listed on the left-hand side.
- Click the carrot on the far right of the row with your Dashboard Folder name.
- Select Share from the dropdown.
- In the new popup window, Share with Public Groups or Users, View Access.
- Click Share, and then Done.
How do I assign a dashboard to a user in Salesforce lightning?
Add Dashboards to the Lightning Experience Home Page
- From Setup, enter “App Builder” in the Quick Find box, then select Lightning App Builder.
- Click New.
- Choose where to embed the dashboard.
- Click Next.
- Give your app page or home tab layout a label, then click Next.
- Choose a page template, then click Finish.