function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion

Exposing dashboards to individual users



We are implementing some new pipeline requirements of our sales people and would like the visual aid of a dashboard to be able to show them quickly whether or not they are meeting the requirements.


What I'm trying to find out is, aside from creating a new dashboard category for each of our sales people and having them set that as their dashboards, is there a way for us to set dashboards for individual users on the backend without having them do anything.


So we create a dashboard that shows Salesguy A's pipeline metrics and expose it only on Salesguy A's homepage, Salesguy B's pipeline metrics are visible on salesguy B's homepage, etc.





Yes ,


The solution is dynamic dashboard and running user.


Configure your dashboard as a dynamic dashboard and set the logged in user running user .


Please note that dynamic dashboard is available in the Enterprise, unlimited and developer edition.

Thanks and Regards,

Dinesh Nasipuri