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Difficulty: EasyDashboard Design, Components, and Dynamic Filters

A Salesforce administrator is configuring a dynamic dashboard to allow regional account managers to analyze their team's performance. The administrator sets the dashboard to run as the logged-in user. Which behavior will occur when an account manager views this dynamic dashboard?

  1. The viewer sees dashboard data according to their own record access rights and security permissions.Answer
  2. B
    The viewer is granted elevated temporary access to view underlying records normally restricted by sharing rules.
  3. C
    The dashboard bypasses Field-Level Security rules to render aggregated component totals across all accounts.
  4. D
    The dashboard automatically converts row-level report formulas into summary calculations for unauthorized users.

Answer

The viewer sees dashboard data strictly according to their own record access rights and security permissions.
Configuring a dynamic dashboard to run as the logged-in user guarantees that each user sees only the data they are permitted to view under the organization's sharing settings, role hierarchy, and field-level security.

Step-by-Step Solution

1
Identify the running user setting used in the dashboard configuration.
The dashboard is set to run as the 'logged-in user' (Dynamic Dashboard).
Dynamic dashboards adjust data display based on who is currently logged in and viewing the dashboard.
2
Evaluate the security model impact for dynamic dashboards.
Data shown to each user reflects only the records they have permission to access under standard sharing rules and OWD.
Running as the logged-in user ensures data privacy and complies with Salesforce record-level security.

Key Concept

Dynamic Dashboard Security Model and Running User Settings
Estimated Time:45s
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Topics

Dashboard Design, Components, and Dynamic Filters

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