Northern Trail Outfitters uses an executive dashboard to display quarterly sales pipeline metrics. The Salesforce administrator must ensure that regional directors can view the dashboard, but each director must see only the record data they are allowed to access based on their own role and sharing settings. Which two steps should the administrator take to achieve this access model? Select 2 options.
- Set the dashboard running user setting to run as 'The logged-in user'.Cevap
- Store the dashboard in a dedicated report and dashboard folder shared with the regional directors with View access.Cevap
- CAssign a static running user who has top-level role hierarchy access and turn on field-level security overrides on each component.
- DGrant the 'Manage Dynamic Dashboards' permission set to all regional directors so their user profile overrides the static running user.
- EEnable Organization-Wide Defaults (OWD) record access override settings on the dashboard folder properties page.
Cevap
To allow regional directors to access the dashboard while ensuring each user only sees data they have permission to view, the administrator must set the dashboard running user to 'The logged-in user' (Dynamic Dashboard) and place the dashboard in a folder accessible to the regional directors with View access.
Configuring the running user as 'The logged-in user' turns the dashboard into a Dynamic Dashboard, ensuring viewers see only data they own or have permission to view via role hierarchy and sharing rules. Additionally, users must be granted folder access to view the dashboard file itself.
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Anahtar Kavram
Dynamic Dashboards and Dashboard Folder Visibility