Activity Forums Salesforce® Discussions What are dynamic dashboards and how can they be scheduled in Salesforce?

  • shariq

    September 22, 2018 at 10:28 am

    Before we understand dynamic dashboards, let us first understand static dashboards. Static dashboards are the basic dashboard types that will be visible to any user who has made a report out of his data. An example of this is what a Sales manager/ Marketing manager would be able to see on his Salesforce org. In other words, a normal dashboard shows data only from a single user’s perspective. Now comes the concept of dynamic dashboards.

    Dynamic dashboards are used to display information which is tailored to a specific user. Let us consider the same example as above. In case the Sales manager wants to view the report generated specific to only one of his team members, then he can use dynamic dashboards.

    You can use dynamic dashboards when you want to show user-specific data of a particular user, such as their personal quotas and sales, or number of case closures, or leads converted etc.
    You can also use a normal/ static dashboard when you want to show regional or organization-wide data to a set of users, such as a particular region’s sales number, or a particular support team’s performance on case closures.

    As far as the second part of the question is concerned, no we cannot schedule a dynamic dashboard. That is because whenever we open the dashboard, it will show the data generated in real-time.

  • Parul

    September 22, 2018 at 12:46 pm

    Until the system knows who to base the security and permissions around, it can't refresh.
    Think of it like renting a car-- you are the driver, you have a destination, there's a car involved- but until you know which one it is and get in, you're not going anywhere.

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