Salesforce IdeaExchange
Dashboard templates utilizing "current user"
We have a large number of case management dashboards all with similar information. The problem is that any changes have to be replicated across 50+ dashboards.
Ideally, we want to be able to create template reports where you can filter for the current user. An example for Cases would be: All cases where Open = True AND Case Owner = Current User. We would then use this report in a template Support Case Management dashboard for our Support agents. Each user would then see the records that pertain to them.
Having this functionality means we would only have to create and maintain one set of reports and one dashboard for our support reps. Any changes could be completed and immediately made available and all users would see same display. It is what I call DAAS, or Dashboards as a Service. Dashboards are great but are huge time stealers and having this functionality would free up the large amount of admin time required to create and maintain dashboards.
A further enhancement would be to have a “User” picklist filter on the template dashboard so that a Team Leader/Manager who is higher up in the role hierarchy could filter for users within their team.
track comments for this idea
- jeffstricklin
- marcel1981
- mark2008
- j2008
- nrwingate
- Francesco23
- kimleeb
- ShannonJohnson
- AlexCRMmanager
- dandegenhardt
- adminisaurusrex
- EricCH
- michaellatideas
- Bas
- rpr2
- peterm@ge.com
- foster
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