Cloud Kicks created a customer support analytics dashboard and set the static running user to the VP of Customer Support, who has organization-wide access to all Case records. The dashboard is stored in a public folder shared with Support Representatives who have Read-only access restricted to cases they own. When a Support Representative views this dashboard, which data will be displayed on the dashboard components?
- All case data accessible to the VP of Customer Support, regardless of the viewing agent's record-level sharing permissions.Answer
- BOnly the case records owned by or shared directly with the individual Support Representative viewing the dashboard.
- CAn aggregated intersection of case data accessible to both the VP of Customer Support and the viewing agent.
- DAn error message indicating that the agent lacks record-level visibility to view the dashboard components.
Answer
All case data accessible to the VP of Customer Support, regardless of the viewing agent's record-level sharing permissions.
In Salesforce, setting a static running user for a dashboard causes all components to display data according to that running user's field- and record-level access settings. Because the VP of Customer Support has access to all cases, any user who can access the dashboard folder will see data based on the VP's access level.
Step-by-Step Solution
Key Concept
Dashboard Static Running User Security Context