Salesforce dashboard disruptancy
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Salesforce dashboard disruptancy
The dashboard runs under a specific running user context.
Problem Explanation
Dashboards respect the running user’s permissions and sharing, unless set to dynamic.
Root Cause(s)
1. Dashboard running user mismatch
2. Private sharing model
3. Field-level security differences
Step-by-Step Solution
1. Edit dashboard properties
2. Set running user to “Dynamic”
3. Verify user permissions
Edge Cases & Variations
1. Scheduled refresh uses running user
2. Joined reports behave inconsistently