While Lightning Web Components can implement user-specific data display through custom Apex controllers and SOQL queries that filter by UserInfo.getUserId(), this approach requires significant development effort and may hit API limits in Professional Edition.
Here’s a no-code alternative that delivers superior user-specific dashboard functionality without custom development.
Skip custom development with ready-to-use user dashboards
CoefficientSalesforceoffers a no-code alternative that delivers superior user-specific dashboard functionality by importing user-specificdata directly without Apex coding or LWC development. You get advanced analytics capabilities, automated data management, and cross-platform compatibility that would require extensive custom development in LWCs.
How to make it work
Step 1. Import user-specific data without custom code.
Use Coefficient’s “From Objects & Fields” to pull Opportunity, Account, or any other object data with automatic user filtering. Apply filters like Owner.Id = DYNAMIC_USER_REFERENCE to show only records relevant to the current user, eliminating the need for custom Apex controllers.
Step 2. Build advanced analytics without development.
Create complex calculations, pivot tables, and visualizations that would require extensive custom development in LWCs. Use Formula Auto Fill Down to provide automatic calculation updates as data refreshes, functionality that would need custom caching and data management logic in a custom component.
Step 3. Set up automated data management.
Configure scheduled refreshes and automated filtering that eliminate the need for custom data management logic. Set up daily refreshes at 8 AM with alerts when new opportunities over $10,000 are added – functionality that would require significant additional coding in a custom LWC solution.
Step 4. Enable cross-platform access.
Provide user-specific dashboards in Google Sheets and Excel, giving users familiar interfaces without custom UI development. Use Snapshots to maintain historical user performance data automatically, and built-in Slack and Email Alerts to eliminate custom notification development.
Get user dashboards without the development overhead
Start buildingThis provides the same user-specific functionality as a custom LWC solution but with zero development effort and enhanced analytical capabilities.user-specific dashboards without writing a single line of code.