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Available with Sales Engagement in Sales Cloud, which is included in Performance and Unlimited Editions, and available for an extra cost in Enterprise Editions. Sales Engagement is also available for an extra cost in Service Cloud and Lightning Platform.
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When creating or updating Dynamic Dashboards, users may receive the following error, ‘You have reached the limit for dashboards run as the logged-in user.’ This message means that your organization has no more available Dynamic Dashboards for use. If you are having a difficult time locating all of the current Dynamic Dashboards for your organization, we have provided multiple options below.
Note: The number of Dynamic Dashboards available to an organization depends on the edition. Please review the article, Increase maximum number of Dynamic Dashboards, to see the limits for each edition.
To locate all dynamic dashboards within an organization, the following methods may be used:
Steps to use Workbench to query:
1. Go to Workbench
2. Tick I agree to the terms of service
3. Click Login with Salesforce
4. Choose "SOQL Query" on Jump to.
5. Choose "Dashboard" for the Object.
6. Hit Select
7. Choose the columns you want to show on under Fields
8. Filter results by Type = LoggedInUser
Query would look like this - SELECT FolderName,Title FROM Dashboard WHERE Type = 'LoggedInUser' OR Type = 'MyTeamUser'
Note: These steps are provided for additional help. Salesforce does not provide assistance with the above suggested approach on Workbench.
Create a report to find all Dynamic Dashboards:
1. Follow the steps listed to Create a Custom Report Type using “Dashboards” as the main object.
2. Create a new report using the newly created Dashboards Custom Report Type.
3. Within your report, be sure to show All Dashboards.
4. Select the All Time range.
5. Add the Dashboard Running User field into the report.
6. Add the following filter: Dashboard Running User equals "Run as logged-in user, Let authorized users change running user"
7. The results will display all Dynamic Dashboards to which you have access.
Though it is no longer possible to save Dynamic Dashboards in personal or private folders, they may have been saved there prior to this restriction. If this is the case, these dashboards may not be returned by a report using the method above. Using the API is almost always necessary in cases like this to find these “hidden” Dynamic Dashboards.
Use an API tool to help you locate all Dynamic Dashboards
1. A SOQL query executed within an API tool can quickly locate Dynamic Dashboards
2. "SELECT Id,Title FROM Dashboard WHERE Type != 'SpecifiedUser' " will return Dynamic Dashboards that are not in private folders.
3. 'SELECT Id,Title FROM Dashboard USING SCOPE allPrivate WHERE Type != 'SpecifiedUser' ' will return Dynamic Dashboards that are in private folders.
Manually Search Folders
Please use the following to learn Locate Reports and Dashboards Stored within Personal or Private Folders
Notes:
See Also:
View and Restore Your Recycle Bin in Lightning Experience
Note:-
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Available with Sales Engagement in Sales Cloud, which is included in Performance and Unlimited Editions, and available for an extra cost in Enterprise Editions. Sales Engagement is also available for an extra cost in Service Cloud and Lightning Platform.
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