Running User in Salesforce Dashboard

Each dashboard has a running user, whose security settings determine which data to display in a dashboard. If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. For this reason, you’ll want to choose the running user wisely, so as not to open up too much visibility. For example, set the Sales Manager as the running user for a leaderboard for her team. This allows her team members to view the leaderboard for their individual team, but not other teams.

For dynamic dashboards, you can set the running user to be the logged-in user, so that each user sees the dashboard according to his or her own access level. If you’re concerned about too much access, dynamic dashboards might be the way to go.


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