Quick summary
A dynamic Salesforce dashboard automatically adapts data to each dashboard viewer, giving every user a personalized, real-time view of their metrics. This step-by-step walkthrough covers how to create, configure, and activate a dynamic dashboard directly inside Salesforce.
Steps
- Click the App Launcher at the top left of your dashboard.
- Scroll down and click Dashboard from the app list.
- Select New Dashboard at the top right of the page.
- Fill in the dashboard details, then click Create.
- Click the gear icon at the top right of the page to open settings.
- Scroll down to View Dashboard As and select The Dashboard Viewer to make the dashboard dynamic.
- Click Save to apply your settings.
- Click Done to activate the dashboard.
- Your dynamic dashboard has been created successfully.
