Use What You Pay For – Episode 4: Dynamic Dashboards

Carolyn Adams

Carolyn Adams
Salesforce Consultant


About This Webinar

With all the bells and whistles you get out-of-the box with Salesforce, it’s easy to miss some of the hidden gems that also come standard but aren’t automatically enabled or need a little attention to get up and running. Make sure you are getting the most out of your investment in Salesforce by leveraging these awesome features.

DYNAMIC DASHBOARDS allow you to show an individual just their Opportunities and pipeline data. Rather than creating a dashboard for each of your users, Dynamic Dashboards allow you to define the running user for the dashboard as the logged in user. As long as your report components are filtered with a ‘My’ or ‘My Team’ filter, each user will then only see his/her relevant records.

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