How do I filter a logged in user report?

How do I filter a logged in user report?

Filter any report by current Logged In User in Salesforce | Salesforce Tutorials | Salesforce Development

1. Create a formula field on your object which must be having User’s lookup field.
2. Datatype : Formula(18,0)
3. Formula : If(User_lookup__c= $User.Id,1,0)
4. Create a report with field criteria where Your_Field__c= 1.

What is running user in Salesforce?

The running user is the user whose security settings determine the data that’s displayed in the dashboard. Important When you specify the running user, it’s possible to give dashboard readers a broader view of data than they normally have.

How do I find my salesforce user ID?

From the User record, look at the URL in your browser. You can find the Salesforce User ID within that URL by looking for the 12-digit string of numbers that starts after “u=” and ends at “&”. It will always being with “005”.

How do I change a running user for a report in Salesforce?

Choose a Running User in Salesforce Classic

1. Edit a dashboard.
2. Click.
3. Choose a running user setting.
4. Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page.
5. Click OK.
6. In the View dashboard as field, enter a running user.

What is the difference between running user and viewing user in Salesforce?

Each dashboard has a running user , whose security settings determine which data to display in a dashboard. If you have “View All Data,” you can choose any user in your organization to be a running user of the dashboard. If you have “View My Team’s Dashboards,” you can choose any user below you in the role hierarchy.

How do I run a dashboard as a user logged in?

Go to your app and start creating a report by clicking on New Report.

1. Select Dashboard as your report type.
2. Add the Filter in the report as – Dashboard running user = Run as logged-in user, let authorised users change running user.
3. Click apply and run report.

How do you check logged in user profile in lightning component?

Lightning web component provides us a way to get user information without apex. So to get information about the current user, use the @salesforce/user scoped module. First we will import user/Id and then we will use it in our code. Using the wire we call the apex method and then bind the result with userData parameter.

How do I find my user ID in lightning component?

Current User Id in LWC (Lightning Web Component)

To get the current User Id in LWC, we need to import @salesforce/user/Id scoped module which will return the current user Id. Then we can user this userId property to display it on UI.

What is report running user in Salesforce?

Different from reports, each dashboard has a running user defined, who will use the security settings in determining the data to display in the dashboard. If the running user is a specific user, all dashboard viewers will see the dashboard data based on that user, including data security and hierarchy.

When you specify a single running user of a dashboard that user?

When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user’s security settings.

How do I run a dashboard as a user logged-in?

How many dashboards can be run as the logged in user?

It can have a maximum of 10 Dynamic Dashboards. As of now, there are 10 Dynamic Dashboards created and as such, the user is not able to save another one.

How do I get logged in user details in Apex class in Salesforce?

Get Current User Id in Salesforce

1. Apex. System.debug( ‘Current User Id – ‘+UserInfo.getUserId());
2. Visualforce. < apex:page > < h1 >Visualforce Page</ h1 > < p >UserId: {!$User.Id}</ p >
3. Aura Component. let currentUser = $A.get( “$SObjectType.CurrentUser.Id” ); Console.log(currentUser);
4. Formula Fields. $User.Id.

What is component visibility filters in Salesforce?

Component visibility properties appear when you select a component on a record, app, or Home page in the Lightning App Builder. This behavior applies to standard components, custom components, and components from AppExchange. No need to do anything to your custom components.

How do I query a current user in Salesforce?

You can get the current user id like this. UserInfo. getUserId() which returns the user id of the current user.

How can we display current user’s ID in LWC?

To get the current User Id in Apex Class, we can use getUserId() method of UserInfo System Class.

What does the running user of a dashboard do?

The ‘Running User’ is the user who determine the security settings for which the data in the dashboard will be displayed. There are two types of running user: Run as specified user – When dashboard is running for other users to see all of the users will see the data at the security level of the Running User.

What is difference between dashboard and dynamic dashboard in Salesforce?

Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user’s perspective.

How do I query a dynamic dashboard in Salesforce?

Steps to use Workbench to query:

1. Go to Workbench.
2. Tick I agree to the terms of service.
3. Click Login with Salesforce.
4. Choose “SOQL Query” on Jump to.
5. Choose “Dashboard” for the Object.
6. Hit Select.
7. Choose the columns you want to show on under Fields.
8. Filter results by Type = LoggedInUser.

How do I get logged in user Id in flow Salesforce?

You can get it by using {!$ User.Id}, there are some other Global Variables that could be useful. I hope this helps.

Do you know how do you get the user Id of all logged in users with Apex Code?

What is conditional visibility in Salesforce?

Conditional Visibility allows you to specify when you want a particular page component to be visible. We can use this to customise our pages to make information appear when it is relevant to the business process, and be hidden when not, so that we can keep the page as simple and concise for our users as possible.

How do you set visibility in lightning component?

Using User record to set component visibility

1. Choose the component in the Lightning Home Page builder and select set component visibility from left panel.
2. Click add filter –> Choose Field –> User –> Choose field required to filter (for Ex: Role)

How can I tell if someone is logged in Salesforce?

To check if the logged in user is a Guest user or not in the APEX code, we can make use of the method isGuestUser() in Auth. CommunitiesUtil class where Auth is the namespace that provides an interface and classes for single sign-on into Salesforce and session security management.

Can I get current user Id in LWC without apex?

Salesforce gives a way to get ID of logged in user directly, but all other fields are usually fetched by calling an apex class. There is a way in LWC where you can fetch User details without calling a server-side apex method.