Dashboard components, filters and running user for care team KPIs
Key Takeaway
The running user controls what data a dashboard shows. Use a dynamic dashboard when each viewer should see only the data they personally can access.
A dashboard turns report data into a visual snapshot of key metrics and performance indicators, such as a care coordinator's workload. In Agentforce Health, dashboards put those metrics and indicators in one place so care coordinators can optimize their workload. To deliver agreed-upon reports, you decide what the dashboard displays, how viewers can change what they see, and whose data access it reflects.
Source reports
A dashboard gets all of its data from reports, called its source reports. One dashboard can show data from more than one report.
Users can report on any data they have read or read/write access to. To report on Agentforce Health data stored in some FHIR objects, you must first create custom report types. A dashboard can only show data that its reports provide, so a KPI that uses data from those FHIR objects needs those custom report types first.