How to add User data(filter) mapping on Salesforce Homepage for embedded Analytics Dashboards(auto filter data for logged in user)

Hi All,

How do I add a filter(User name) on the Homepage of Salesforce where I want to embed a CRM Analytics Dashboard, so that it filter data based on loggedin user?

Currently, we have embedded Dashboards on Company, Engagement and Opportunity page. There is option of Build filter on these pages(edit mode) and it works perfectly as it takes reference of the objects of respective pages but on Homepage no reference of user object. Still, when I am trying to ended a Dashboard on Homepage , there is no Biuld filter functionality to add filter, only a box to add filter. I am not sure how to get the filter added there as there is no reference on homepage of the user object. Please suggest on this. Also, I do not want to add dynamic user change code in CRM Analytics Dashboard as it affects performance of the dashboard and takes time in loading.

Thanks,

Kartik

#Salesforce Admin #Salesforce Developer #Salesforce #UI Design #Lighting UI #Tableau CRM #Einstein Analytics @* CRM Analytics (fka Tableau CRM) * @Reports & Dashboards