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Difficulty: MediumDashboard Running User and Visibility Settings

Northern Trail Healthcare manages regional patient outreach performance using Salesforce analytics. An administrator needs to configure a shared executive dashboard so regional managers only see metrics for their assigned accounts, while leadership sees company-wide totals. Additionally, the administrator must ensure proper data governance when managers inspect underlying source reports. Which two statements describe the correct configuration and behavior for dashboard running user and security settings?

  1. Setting the dashboard running user to 'Run as the logged-in user' allows each viewer to see dashboard metrics filtered strictly by their own record-level access rights.Answer
  2. When a viewer drills down into a source report from a static running user dashboard, the report results are governed by the viewer's own sharing access, which may yield fewer records than shown on the dashboard component.Answer
  3. C
    Configuring a dynamic dashboard grants viewing users temporary read permissions to underlying records that are restricted by Organization-Wide Defaults.
  4. D
    Dynamic dashboards can be saved in private personal folders and scheduled for automated daily email distribution to external stakeholders.
  5. E
    Drilling down into a source report from a dynamic dashboard displays all data accessible to the administrator who created the source report.

Answer

The correct statements are that setting the dashboard running user to 'Run as the logged-in user' displays data according to each viewer's record access, and that drilling down into a source report from a static dashboard restricts report results to the viewing user's permissions.
Selecting 'Run as the logged-in user' configures a dynamic dashboard, ensuring every user views data aligned with their individual record sharing settings. Furthermore, source reports always enforce the viewing user's security permissions upon drilldown, which means source reports from static dashboards will show only the records the logged-in user is entitled to see.

Step-by-Step Solution

1
Analyze the requirement for individual record access on shared dashboards.
Dynamic dashboards ('Run as the logged-in user') display data tailored strictly to the logged-in user's security permissions.
This satisfies the requirement for regional managers to view only their own accounts while leadership sees company-wide data on the same dashboard.
2
Evaluate source report security when drilling down from static versus dynamic dashboards.
Source reports always execute under the logged-in user's security context regardless of static component rendering.
If a dashboard component runs as a static high-privilege user, a user viewing the component might see aggregated figures, but clicking through to the source report restricts visible rows to what the viewer is authorized to see.

Key Concept

Dashboard Running User and Security Settings
Estimated Time:1m 30s
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Dashboard Running User and Visibility Settings

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