I have a lookup field called Coaches on the Contact Object. This lookup field pulls from the users in our salesforce organization. I created a dashboard and I want to filter this dashboard on the home screen. When a coach logs in I want them to see the contacts they are assigned based on this field. Please help.
You have to build the formula on the Contact object. You said the Coach field is a lookup field on Contact referencing the User object. When you build the formula use the expression similar to this: $User.Id = $Coach.Id
This type of list view is dynamic and automatically knows who the user is.
