Dynamic Dashboards in Salesforce are an incredible feature – they allow you to have an individualized view of a dashboard, based on the record access of the individual that is viewing the dashboard. So if you have a “privatized” instance of Salesforce, where most of the objects in your Organization-Wide Defaults are set to “Private”, then you understand the importance of having dynamic dashboards!

But what happens when you try to create a Dynamic Dashboard and receive the error “You reached the limit for dashboards run as the logged-in user”?

This error means that you’ve used up all of the allowed dynamic dashboards (5 for Enterprise Edition, 10 for Unlimited Edition).  If you have a large number of dashboards, it might be hard to track down which dashboards are set to run dynamically.  You can instead create a custom report type to look at the Dashboards object and report on their type.

To set this up, navigate to Setup – Build – Create – Report Types, and create a new Report Type using Dashboards as the Primary Object.  Then provide a report type label, name, description, and decide where you want to store this report type.  Make sure you set the Deployment Status to Deployed so that others will be able to utilize this report type.

Once that is complete, head over to the Reports tab and create a new report using the report type you just created. When configuring your report, make sure you will be showing “All Dashboards”, rather than My Dashboards, change your Date Range to “All Time”, and add a filter for “Dashboard Running User” “not equal to” “Run as specified user”.  When you run your report, you will now have a listing of all the Dynamic Dashboards in your org!

For more Salesforce tips and tricks be sure to head over and view our entire archive of Salesforce blog posts and also subscribe on the top right of this page to receive new Salesforce post notifications as they are published.

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