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Zorluk: KolayDashboard Design, Components, and Dynamic Filters

A Salesforce Administrator is creating a sales performance dashboard for regional managers. The executive team requests that each manager viewing the dashboard should only see record data that they have access to view based on their individual sharing and record security permissions. Which dashboard configuration should the administrator select to fulfill this requirement?

  1. Configure the dashboard running user setting as 'View Dashboard As: The logged-in user'.Cevap
  2. B
    Set the dashboard running user to a specific System Administrator user profile.
  3. C
    Grant 'Public Read Only' access to the dashboard folder in Organization-Wide Defaults.
  4. D
    Add a summary formula field to each underlying report to filter records dynamically by user ID.

Cevap

Configure the dashboard running user setting as 'View Dashboard As: The logged-in user'.
Configuring the dashboard running user as 'The logged-in user' creates a Dynamic Dashboard. In a dynamic dashboard, the data displayed dynamically adjusts based on the viewing user's security permissions, ensuring managers only see data they are authorized to access.

Adım Adım Çözüm

1
Identify the requirement for individualized record visibility on a dashboard.
Recognize that static dashboard running users display data as a single specific user, whereas dynamic dashboards display data according to the viewer's security access.
The requirement specifically demands that each viewing manager sees only records allowed by their own security settings.
2
Select the proper running user configuration in the dashboard security settings.
Choose 'View Dashboard As: The logged-in user'.
This option enables a Dynamic Dashboard, adhering to Organization-Wide Defaults, role hierarchy, and sharing rules for whoever is currently logged in and viewing the dashboard.

Anahtar Kavram

Dynamic Dashboards and Dashboard Running User Security Settings
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Konular

Dashboard Design, Components, and Dynamic Filters

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