Sample stock dashboards for field reps versus district managers
Key Takeaway
The running user decides which data a dashboard viewer sees. A dynamic dashboard, with "View Dashboard As" set to "The dashboard viewer", shows each viewer only the data they can access. Audiences that need the same widgets can therefore share one dynamic dashboard in one shared folder.
Field reps and district managers need different views of the same kind of data. A rep needs their own numbers. A district manager needs the picture across the reps they manage. In Salesforce dashboards, the running user decides which data a viewer sees. A dynamic dashboard shows each viewer only the data they can access, so you don't need a separate dashboard for every person.
Static and dynamic dashboards
A dashboard shows data from each widget's source report. Viewers see that data through the privileges and access of the dashboard's running user. The type of dashboard decides who the running user is.
| Static dashboard | Dynamic dashboard | |
|---|---|---|
| Running user | One configured user | The logged-in user |
| What each viewer sees | Data as the configured user sees it | Only the data they have access to |
On a static dashboard, every viewer sees data as the configured running user. If that user is a district manager, reps who open the dashboard see the manager's data rather than their own.
A dynamic dashboard doesn't decide what each viewer should see. Each logged-in user sees the data their own security and sharing settings allow, which means the rep-versus-manager split comes from those settings.