How do I create a dashboard of Accounts that only shows data for each rep/account owner.

Question

I was doing the Buasiness Admin Superbadge.  The dashobards section has you create a dashboard that shows accounts and metrics. The challenge is to only allow the data for each account owner to be visbile when they login.

Alex Carls · Answer

When editing the Dashboard make sure to have it set to "View Dashboard As" the dashboard viewer. This is what I did when creating custom dashboards for my reps to view on their homepage. Also, the reports you use should be set to My Accounts in the filters.

How do I create a dashboard of Accounts that only shows data for each rep/account owner.

Reports & Dashboards

Aprendizaje relacionado

Más ayuda