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Manage Subscriptions for Dynamic Dashboards

Fecha de publicación: Oct 16, 2024
Descripción

Subscriptions aren’t supported for dynamic dashboards. If you have a subscription configured on a dynamic dashboard, you’ll need to either cancel the dashboard subscription or change the dashboard's View Dashboard As setting.

Solución

Step 1: Change the dashboard’s data visibility setting to no longer display data as the viewer (AKA dynamic).

  1. Edit the dashboard
  2. Open the properties menu
  3. Under View Dashboard As, select “me” or “another person” instead of “the dashboard viewer”
  4. Click Save
  5. Save the dashboard

If the dashboard needs to have an active subscription, you’re done!

Step 2 (optional): If you wish to cancel the subscription and have the dashboard display data as the viewer (AKA dynamic).

  1. View the dashboard
  2. Click Subscribe
  3. Click Unsubscribe, then Unsubscribe again
  4. Edit the dashboard
  5. Open the properties menu
  6. Under View Dashboard As, select “the dashboard viewer”
  7. Click Save
  8. Save the dashboard
Número del artículo de conocimiento

002575860

 
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Salesforce Help | Article