A Salesforce Administrator at a financial services firm is designing a Lightning dashboard to track sales performance metrics for regional directors. The leadership team specifies two requirements: regional directors must be able to filter the dashboard components interactively by Sales Region and Opportunity Stage, and each director must only see data they are authorized to view according to their existing record sharing permissions when viewing the dashboard and clicking through to source reports.
Which TWO configuration actions should the administrator take to satisfy these requirements? (Select 2)
- Set the dashboard running user option to 'View dashboard as the logged-in user'.Cevap
- Create dynamic dashboard filters based on Sales Region and Opportunity Stage fields.Cevap
- CSet the dashboard running user to a System Administrator so viewers inherit elevated permissions when drill-down links are selected in underlying reports.
- DAdd a summary formula directly inside the dashboard component properties to calculate individual opportunity commission values dynamically.
Cevap
The administrator should set the dashboard running user option to 'View dashboard as the logged-in user' and create dynamic dashboard filters based on the Sales Region and Opportunity Stage fields.
Selecting 'View dashboard as the logged-in user' transforms the dashboard into a dynamic dashboard, ensuring that data is displayed according to each individual user's record visibility and security settings. Furthermore, creating dynamic filters for Sales Region and Opportunity Stage fulfills the business request while staying within Salesforce's standard limit of up to 3 dynamic filters per dashboard.
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Dynamic Dashboard Running User and Dashboard Filter Limits