Salesforce dynamic dashboard dynamic reports, limitations and Solutions

【 Preface 】： In the verification of Sharing Settings in User Visibility Settings Impact on record access [14] when , establish dynamic dashboard For different users to login community Press running user Identity rendering dashboard data , In preservation dashboard when , An error is as follows ：[Error: You reached the limit for dashboards run as the logged-in user.], This blog will explore what is dynamic dashboard, Limitations and solutions .

【 What is dynamic report ？】

When you create a dashboard, you can set it to "Run as logged-in user"; this means it’s a dynamic dashboard. When a dashboard runs as the logged-in user, it will display only the records that user has access to.

stay Classic in , You can set dynamic reports according to the following figure ：

stay Lightning Experience (LEX) in , The options display slightly different , But the effect is the same , Here's the picture ：

Application scenarios ：

For example, I want to pass Timesheet Record employees' on a project Total Work Hours,Specialist You can see your total working hours , Tech Lead You can see the total working hours of yourself and your subordinates , and Manager You can see the total working hours of the whole team , At this time, you can choose Dynamic Dashboard To present . Of course Dynamic Dashboard Checked "Let authorized users change running user" perhaps "Let dashboard viewers choose whom they view the dashboard as",Manager You can do the following business Consultant Or as Tech Lead Check your identity separately BA and Developer The time invested in the project respectively .

【 Limit 】：Report Limits, Limitations, and Allocations

Edition	Dynamic dashboards per org
Developer	3
Enterprise	5
Unlimited	10
Performance	10

【 Solution 】：

1. Because increasing the maximum number of dynamic reports is a paid function , You can seek Salesforce The account manager increases and changes the limit , See Increase 'Maximum Number of Dynamic Dashboards' limit;

2. Find and destroy unused dynamic dashboards . The common practice is to put unused Change dynamic report to static (Classic Can choose "Run as specified user",LEX Can choose "Me" / "Another person") Or directly Delete and empty the recycle bin .

【 Find in use Dynamic Dashboard】：Find the dynamic dashboards in my organization

Method 1： Statement method , The key steps are as follows ：

establish Dashboards Customize Report Type -> Create a report and select the Report Type, The final effect is as follows ：

Method 2： Use SOQL Inquire about

SOQL1: will return Dynamic Dashboards that are not in private folders.
SELECT Id, Title, FolderName, Type FROM Dashboard WHERE Type != 'SpecifiedUser'

SOQL2: will return Dynamic Dashboards that are in private folders.
SELECT Id, Title, FolderName, Type FROM Dashboard USING SCOPE allPrivate WHERE Type != 'SpecifiedUser'