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HuluSFAdmin customized dashboards for each sales person
I want to create a dashboard for salesperson so that they can see how they performing - how deals they have in the pipeline, total amount, what closed, what did not etc.
I know you can set the "Running User" for a dashboard but how I do make sure only the Salesperson can look at his or her dashboard. I could not find a way to restrict access to the dashboard to specific people.
waylonatcimUnfortunately I believe the only way to accomplish this is to create a separate dashboard for each user.
HuluSFAdminI am fine with creating a Dashboard per SalesPerson - the issue is I do not want SalesPerson 1 accessing SalesPerson 2 dashboard and vice versa.
waylonatcimEash dashboard that you create can be put into a specific folder and you can limit access on that folder to whomever you want. I think that should accomplish what you are trying to do.
HuluSFAdminI tried that but you can only restrict access by Roles. I do not want to create a Role per SalesPerson which is not scalable.