Dynamic Dashboard
A Dynamic Dashboard is a Salesforce dashboard configured to display data filtered according to the running user's security settings and field-level permissions.
Definition
A Dynamic Dashboard is a Salesforce dashboard configured to display data filtered according to the running user's security settings and field-level permissions. Each user sees only the data they have access to, eliminating the need for multiple dashboard versions for different user roles.
In plain English
“A Dynamic Dashboard shows each viewer the data they're allowed to see based on their own permissions, instead of one fixed view for everyone. So a sales manager sees their team's data, a rep sees only their own, all from the same dashboard.”
Worked example
At Lighthouse Education Foundation, the program managers use a Dynamic Dashboard so each manager sees their own portfolio metrics on the same dashboard layout - the dashboard is the same; the running user is different per-manager and the rendered data scopes to whoever's viewing it. The single dashboard replaced 14 separate per-manager dashboards that had been the IT team's most frequent maintenance burden.
Why Dynamic Dashboard matters
A Dynamic Dashboard is a Salesforce dashboard configured to display data filtered by the running user's security settings, sharing rules, and field-level permissions. Each viewer sees only the data they have access to, eliminating the need to build separate dashboard versions for different user roles. A sales rep sees their own opportunities, a manager sees their team's opportunities, an executive sees the whole org's opportunities, all from the same dashboard.
Dynamic Dashboards are a key feature for scaling dashboard maintenance. Without them, building per-role dashboards (one for reps, one for managers, one for VPs) means maintaining many similar dashboards in parallel. With Dynamic Dashboards, a single dashboard works for everyone in the role hierarchy, with the running user determining what data is visible. There are limits to be aware of: Dynamic Dashboards consume one slot from your org's Dynamic Dashboard limit (typically a small number depending on edition), so they're a constrained resource and should be used for the dashboards that benefit most from per-user filtering.
How organizations use Dynamic Dashboard
Built a Dynamic Sales Performance dashboard that everyone from reps to executives uses. Each viewer sees their own team's data, eliminating the need for separate role-based dashboards.
Uses Dynamic Dashboards for their pipeline review dashboard. The same dashboard serves the entire sales hierarchy, with each level seeing the appropriate scope.
Reserves Dynamic Dashboards for their highest-value cross-role dashboards because of the org-wide limit on how many they can have.
Test your knowledge
Q1. What does a Dynamic Dashboard do?
Q2. What's the main benefit of Dynamic Dashboards?
Q3. What's a constraint to keep in mind?
Discussion
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