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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
While you can’t make static Salesforce dashboards show logged-in user data due to fundamental architecture limitations, there’s a better solution. Static dashboards execute in the owner’s security context, always showing the owner’s data regardless of who views them.
You’ll learn how to create user-aware external dashboards that automatically display personalized data based on the current user’s access credentials.
Create user-aware dashboards externally using Coefficient
CoefficientSalesforceenables creation of external dashboards that do display logged-in user data by importinginformation with user-specific filters in Google Sheets or Excel. Each user automatically sees their personalized data based on their access credentials.
How to make it work
Step 1. Set up user-aware data imports with automatic filtering.
SalesforceCreate Coefficient imports fromwith user-specific filters in your spreadsheet. Set up dynamic user detection that references the current Google account or Excel user to automatically filter Salesforce data without manual input.
Step 2. Implement automated user-specific filtering.
Configure imports with filters like “Owner Email = CURRENT_USER_EMAIL” for automatic personalization. The dashboard automatically shows each user’s owned records when they access the spreadsheet, eliminating the need for manual filter adjustments.
Step 3. Build interactive user dashboards with enhanced capabilities.
Create comprehensive user views showing pipeline metrics, opportunity stages, and activity summaries that update automatically. Add dropdown filters for users to adjust their view dynamically while maintaining user-specific data context.
Step 4. Schedule real-time data updates.
Set up regular refreshes so user data stays current without manual intervention. Configure hourly, daily, or weekly updates depending on how frequently your Salesforce data changes and user needs.
Step 5. Create advanced visualizations and cross-object analysis.
Build charts and pivot tables not available in Salesforce dashboards. Combine multiple Salesforce objects in single user-specific views for comprehensive analysis that adapts to each logged-in user automatically.
Build superior user-aware dashboards
Start buildingRather than attempting to modify Salesforce’s static dashboard limitations, create superior user-aware dashboards externally that provide the personalized data visibility you need with enhanced functionality.your user-aware dashboard today.
