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.
Real-World Example
a data analyst at MarketPulse recently implemented Dynamic Dashboard to uncover trends and patterns hidden in their CRM data. By configuring Dynamic Dashboard, they create visualizations that tell a clear story about business performance. The executive team uses these insights to adjust strategy mid-quarter and the company exceeds its revenue target by 12%.
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
- •SilverLine Corp — 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.
- •Apex Analytics — Uses Dynamic Dashboards for their pipeline review dashboard. The same dashboard serves the entire sales hierarchy, with each level seeing the appropriate scope.
- •MarketPulse — Reserves Dynamic Dashboards for their highest-value cross-role dashboards because of the org-wide limit on how many they can have.