Book Image

Salesforce Platform App Builder Certification Handbook

By : Siddhesh Kabe
Book Image

Salesforce Platform App Builder Certification Handbook

By: Siddhesh Kabe

Overview of this book

The Salesforce Certified Platform App Builder exam is for individuals who want to demonstrate their skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of Force.com. This book will build a strong foundation in Force.com to prepare you for the platform app builder certification exam. It will guide you through designing the interface while introducing the Lightning Process Builder. Next, we will implement business logic using various point and click features of Force.com. We will learn to manage data and create reports and dashboards. We will then learn to administer the force.com application by configuring the object-level, field-level, and record-level security. By the end of this book, you will be completely equipped to take the Platform App Builder certification exam.
Table of Contents (17 chapters)
Salesforce Platform App Builder Certification Handbook
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
Index

Dashboard running user


The running user of the dashboard is the user on whose perspective the data is displayed on the dashboard. For example, if the Running User is the manager, any user who can see the dashboard can see what the manager can see on it irrespective of the sharing rules.

Alternatively, we can create a dynamic dashboard that changes the data according to the user who opens it.

To create dynamic dashboards, perform the following steps:

  1. From the Dashboards tab, create a new dashboard or edit an existing one.

  2. Click on the down arrow next to the View dashboard as field, as shown in the following screenshot:

  3. Select Run as logged-in user and click on OK.

  4. Save the dashboard.

    Tip

    The dashboard folder controls who sees the dashboard, while the runner user controls what is displayed on the dashboard.