Set Dashboard Running User To Role
Have you ever wanted to run a dashboard as a role instead of setting it to a specific individual user? I know, I know, you are probably saying that you could simply use a Dynamic Dashboard so that it will always run as the logged-in user. Besides the sad fact that this would use up one of your 10 dynamic dashboards (yes, a limit of 10 – even on Unlimited Edition. C’mon Salesforce!) there are other reasons why you don’t always want it to run as the logged-in user.
For example, you may have a “Team Dashboard” with the running user set to the team’s manager. The dashboard would then display rankings for every member on the team and how they stack up against each other. When an individual rep clicks into an individual component, they only see the details of their own records, but on the dashboard everyone sees the same info. When the manager clicks on a component, they would see the detailed report with data for the entire team.
This all works great, and only is really possible for many objects by setting the dashboard to run as an individual user (not dynamic). Where the problem lies is that you have to change the running user upon any personnel changes concerning sales management. If you have 100 sales teams within your org, you may end up becoming the ‘running user’ running far far away! So, you’re wondering what would solve this dashboard dilemma?
Check out the following idea on the Salesforce IdeaExchange: Running User by Role.
Run The Dashboard As A Role – Not A User
This would be awesome! You could set each dashboard to run as the manager role for each team and never have to adjust the dashboard or underlying reports again, no matter what changes take place with personnel!
What do you think? Would this feature benefit you in your organization? If so, vote! Do you have other workarounds for the same situation? Go ahead and tweet or post your thoughts in the comments!