A Dynamic Dashboard runs as the viewing user rather than as a fixed Running User. Each person who opens the same dashboard sees their own data — their own opportunities, their own cases, their own activities — through the same components. No more duplicating dashboards per rep.
The “static” baseline
A standard (non-dynamic) dashboard has a single Running User. Salesforce runs every source report as that user, applying that user’s sharing model. So:
- If the Running User is the CEO, the dashboard shows org-wide data
- If the Running User is a single rep, the dashboard shows only that rep’s data
That’s fine for executive dashboards but a problem when you want to give 50 reps the same dashboard layout filtered to their own records.
What “Dynamic” changes
A Dynamic Dashboard uses the logged-in user as the running user. So:
- Rep A opens the dashboard → sees Rep A’s opportunities
- Rep B opens the dashboard → sees Rep B’s opportunities
- Manager opens the dashboard → sees their team’s opportunities
One dashboard definition, personalised per viewer.
Enabling it
In Dashboard properties, set View Dashboard As to:
- The dashboard viewer → Dynamic
- Me / [specific user] → Static
- Another user (Let dashboard viewers choose, with restrictions) → Hybrid
The Dynamic option is gated by license/edition.
Edition / licence
- Up to 5 Dynamic Dashboards per org in Enterprise Edition
- Up to 10 in Performance / Unlimited Edition
- You can buy additional dynamic dashboards as an add-on
This caps the count of dynamic dashboards, not the number of viewers.
Common use cases
| Use case | Why Dynamic fits |
|---|---|
| Rep performance dashboard | Every rep sees their own pipeline, activities, quota attainment |
| Manager team views | Manager sees their team; team members see themselves |
| Service agent SLA dashboard | Each agent sees their own cases and milestones |
| Customer-facing dashboards in portals | Each portal user sees their own data |
Limitations
- Cannot be scheduled for email delivery — scheduling requires a fixed Running User
- Cannot subscribe as a Dynamic Dashboard, since subscriptions need a fixed run-as user
- Cap per edition (5 in EE, 10 in Performance/Unlimited)
- Folder sharing still applies — the user must have access to the dashboard folder
- Source reports must work for every viewer — if a rep doesn’t have access to certain records, the chart shows nothing for them
Alternatives to Dynamic Dashboards
For unlimited personalisation:
- Run reports independently per rep — each rep clicks their own report folder
- CRM Analytics (Tableau CRM) — has stronger personalisation features
- Conditional Filters in Reports —
OwnerId = $User.Idgives per-user filtering inside any report
Common follow-ups
- Static vs Dynamic in one line? — Static runs as a fixed user; Dynamic runs as the viewer.
- Can a Dynamic Dashboard be scheduled? — No — scheduling requires a static Running User.
- Limit? — 5 in Enterprise, 10 in Performance/Unlimited, expandable as add-on.
Verified against: Salesforce Help — Dynamic Dashboards. Last reviewed 2026-05-17 for Spring ‘26.