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Configure Dashboard Data Visibility in Salesforce Classic

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Configure Dashboard Data Visibility in Salesforce Classic

To specify which data to display in a dashboard, select a running user.

Required Editions

Available in: Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
 
User Permissions Needed
To choose a different running user for a dashboard: View My Team’s Dashboards OR View All Data
  1. Edit a dashboard.
  2. Next to View dashboard as, click View dashboard button icon.
  3. Select a running user type.
    Running User Visibility
    Run as specified user The dashboard uses the security settings of the specified user. All viewers with access to the dashboard see the same data, regardless of their own security settings.

    To see all available users, enter *.
    Run as logged-in user The dashboard viewer sees data based on their own access to data. This type of dashboard is called a dynamic dashboard because it changes based on the viewer’s privileges.

    If you don’t have Manage Dynamic Dashboards permission, you can’t select this option.
  4. To enable viewers with permission to change the running user on the dashboard view page, select Let authorized users change running user.
  5. Click OK.
  6. For View dashboard as, enter a running user.
  7. Save your changes.
 
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Salesforce Help | Article