Beacon Logistics Corp enforces an Organization-Wide Default (OWD) sharing setting of Private for the Opportunity object. A Salesforce administrator builds a company-wide executive dashboard and configures the running user as the VP of Sales, who has access to all corporate records. A regional sales representative who owns and has access to only 10 regional opportunities opens the shared dashboard and views a component showing 150 total opportunities nationwide.
What occurs when the regional sales representative clicks this dashboard component to drill down into the underlying source report?
- The source report opens and displays only the 10 opportunities that the regional sales representative has permission to access.Cevap
- BThe source report opens and displays all 150 opportunities because it inherits the elevated security access of the dashboard's running user.
- CAn error message is displayed indicating insufficient privileges because the report running user does not match the dashboard running user.
- DThe source report opens, but all record names and monetary amounts are automatically masked with asterisks.
Cevap
The source report opens and displays only the 10 opportunities that the regional sales representative has permission to access.
In Salesforce, while a dashboard component displays data based on the running user specified in the dashboard settings (in this case, the VP of Sales), clicking the component to view the underlying source report forces the report to execute under the security context of the logged-in user. Because the Organization-Wide Default for Opportunities is set to Private and the sales representative only has access to 10 records, the source report will strictly display those 10 records.
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Anahtar Kavram
Static Dashboard Running User vs. Source Report Execution Context