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
Edit a dashboard.
Next to View dashboard as, click .
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.
To enable viewers with permission to change the running user on the dashboard view page,
select Let authorized users change running
user.
Click OK.
For View dashboard as, enter a running user.
Save your changes.
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