An organization sets the Organization-Wide Default (OWD) sharing setting for the Opportunity object to Private. A Salesforce administrator builds an executive pipeline dashboard stored in a shared dashboard folder that all sales representatives can view. The dashboard is explicitly configured to run as a static user—the Vice President of Sales—who possesses full 'View All' data access across all corporate opportunities.
When a regional sales representative views the dashboard, the dashboard components calculate and display aggregate pipeline totals across all global territories (). However, when the same sales representative clicks on a component to drill down into the underlying source report, the resulting report displays only , consisting strictly of records owned by or shared directly with that sales representative.
Which statement accurately explains the cause of this data discrepancy between the dashboard components and the opened source report?
- Dashboard components calculate and display aggregated data based on the security access of the static running user, whereas opening the underlying source report evaluates record accessibility using the logged-in user's own security permissions.Answer
- BThe dynamic dashboard feature automatically overrides source report folder access and applies role hierarchy filtering whenever a viewer holds a lower role than the specified running user.
- CFolder access granted on the dashboard level implicitly elevates the logged-in user's record visibility on component summaries, but source report folders require explicit 'Manage' access to view records outside the user's territory.
- DThe Vice President's Field-Level Security (FLS) overrides record sharing rules for dashboard visualizations, while the sales representative's profile settings restrict formula fields on the source report.