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dashboards

what is the difference between running user and loggedin user whe ncreating dash board.explan me with practical example can any one?

BharathimohanBharathimohan

Hi,

 

We have two options available in Dashboards,

 

1. Run as Specified User

 

Let us assumes, that a dashboard was created with Run as Specified User as "xxx" and , who was in the Top Role in your Organization. (example:CEO)

This dashboard will have the same data for all users regardless of their individual role or record access or security settings.

 

For Example :

Organizational Growth Dashboard- A Dashboard which shows your company growth chart in a year need to be the same for all users accross the Organization. Hence "Run as Specified User" should be set to CEO

 

2. Run as Logged-in User

 

In this case, Dashboard will have different data with different users based on their record access or security settings.

 

For Example:

My Team Opportunities- Let us assume this Dashboard shows all the Opportunities where your team is working on.

Hence this should be set as "Run as Logged-in User", hence each person viewing this dashboard will have only their Team Members and not other Team Members.

 

Please mark this post as solved, if it helps you.

 

Regards,

Bharathi
Salesforce For All