1. Edit a dashboard.
2. Open the Properties menu by clicking .
3. Under View Dashboard As, select who people view the dashboard as:Me — Dashboard readers see data in the dashboard according to your access to data.For example, if you can only see Opportunities in Canada, then dashboard readers only see data about Opportunities in Canada.Another person — Dashboard readers see data in the dashboard according to the data access level of whomever you specify. For example, if you choose someone who can see Opportunities from any country, then dashboard readers see data about Opportunities from all countries.The dashboard viewer — Dashboard readers see data as themselves, according to their own access to data. These types of dashboards are often called dynamic dashboards.Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Dynamic dashboards aren’t available in other editions. Additional dynamic dashboards may be available for purchase.Take note of these dynamic dashboard limitations:Dynamic dashboards don’t support following components.You can't save dynamic dashboards in private folders.You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.
4. Me — Dashboard readers see data in the dashboard according to your access to data.For example, if you can only see Opportunities in Canada, then dashboard readers only see data about Opportunities in Canada.
5. Another person — Dashboard readers see data in the dashboard according to the data access level of whomever you specify. For example, if you choose someone who can see Opportunities from any country, then dashboard readers see data about Opportunities from all countries.
6. The dashboard viewer — Dashboard readers see data as themselves, according to their own access to data. These types of dashboards are often called dynamic dashboards.Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Dynamic dashboards aren’t available in other editions. Additional dynamic dashboards may be available for purchase.Take note of these dynamic dashboard limitations:Dynamic dashboards don’t support following components.You can't save dynamic dashboards in private folders.You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.
7. Dynamic dashboards don’t support following components.
8. You can't save dynamic dashboards in private folders.
9. You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.
10. Optionally, select Let dashboard viewers choose whom they view the dashboardas to enable a reader with appropriate user permissions to choose who they view the dashboard as. With the “View My Team’s Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the “View All Data” user permission, the reader can view the dashboard as anyone.
11. From the Properties window, click Save. Then, from the Dashboard Builder, click Save again.