Activity › Forums › Salesforce® Discussions › Is it possible to schedule a Dynamic Dashboard in Salesforce?

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  • Laveena

    Member
    August 13, 2019 at 6:11 am

    Hi Achintya,

    In Enterprise Edition, Unlimited Edition, and Performance Edition, you can schedule dashboards to refresh daily, weekly, or monthly. You can also set up Salesforce to send an email with an HTML version of the dashboard when the refresh completes. For email applications that don’t support HTML, the email includes text and a link to the dashboard. Each dashboard has a running user, whose security settings determine which data to display in a dashboard.If the running user becomes inactive, the report is not run. The system administrator receives an email notification to either activate the user, delete the report schedule, or change the running user to an active one in the scheduled report.

    If you schedule a dashboard to refresh on a specific day of every month, it only refreshes on months that have that specific day. For example, if you schedule a refresh for the 31st of every month, the dashboard won’t refresh on 30-day months. To refresh on the last day of every month, choose “Last” from the On day of every month drop-down list.
    Dashboards won’t refresh as scheduled if the running user doesn’t have access to the dashboard folder.
    If a dashboard has filters, only the unfiltered version is refreshed.
    You can’t schedule refreshes for dynamic dashboards. They must be refreshed manual

    Thanks

  • Saddam

    Member
    August 13, 2019 at 6:13 am

    Hi Achintya,

    no we cannot schedule a dynamic dashboard. That is because whenever we open the dashboard, it will show the data generated in real-time.

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