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Question 115 - Certified Administrator discussion

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Users at Dreamhouse Reality are only allowed to see opportunities they own. Leadership wants an enterprise- wide dashboard of all open opportunities in the pipeline so that users can see how the company is performing at any point in time.

How should an administrator create the dashboard without changing any sharing setting?

A.
Update the dashboard to folder settings to manager for the sales reps role.
Answers
A.
Update the dashboard to folder settings to manager for the sales reps role.
B.
Add a filter to the dashboard to filter the opportunities by owner role.
Answers
B.
Add a filter to the dashboard to filter the opportunities by owner role.
C.
Build individual dashboards for profiles that need to see the enterprise results.
Answers
C.
Build individual dashboards for profiles that need to see the enterprise results.
D.
Create a dashboard with the running User set as someone who can see all Opportunities
Answers
D.
Create a dashboard with the running User set as someone who can see all Opportunities
Suggested answer: D

Explanation:

Creating a dashboard with the running user set as someone who can see all opportunities is a way to create an enterprise-wide dashboard of all open opportunities in the pipeline without changing any sharing settings. The running user determines what data is displayed on the dashboard based on their access level and permissions; if the running user can see all opportunities, then the dashboard will show all opportunities regardless of who views it. Updating the dashboard folder settings to manager for the sales reps role does not create an enterprise-wide dashboard; it only controls who can access the dashboard folder, not what data is displayed on the dashboard. Adding a filter to the dashboard to filter the opportunities by owner role does not create an enterprise-wide dashboard either; it only shows opportunities owned by users in certain roles, not all opportunities. Building individual dashboards for profiles that need to see the enterprise results is not a feasible solution; it would require creating multiple dashboards for different profiles and maintaining them separately, which is inefficient and redundant.

Reference: https://help.salesforce.com/s/articleView?id=sf.dashboards_running_user.htm&type=5

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asked 23/09/2024
giulio guzzi
38 questions
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