nerdexam
Salesforce

ADM-201 · Question #267

Users at DreamHouse Realty are only allowed to see opportunities they own. Leadership wants an enterprise-wide dashboard of all open opportunities in the pipeline so that users can see how the…

The correct answer is A. Build individual dashboards for profiles that need to see the enterprise results. To provide leadership with an enterprise-wide dashboard of all open opportunities without changing sharing settings, the administrator should create specific dashboards for profiles requiring this aggregated view.

Submitted by fatema_kw· Apr 18, 2026Data and Analytics Management

Question

Users at DreamHouse Realty are only allowed to see opportunities they own. Leadership wants an enterprise-wide dashboard of all open opportunities in the pipeline so that users can see how the company is performing at any point in time. How should an administrator create the dashboard without changing any sharing settings?

Options

  • ABuild individual dashboards for profiles that need to see the enterprise results.
  • BCreate a dashboard with the running user set as someone who can see all opportunities.
  • CUpdate the dashboard folder settings to manager for the sales reps role.
  • DAdd a filter to the dashboard to filter the opportunities by owner role.

How the community answered

(23 responses)
  • A
    83% (19)
  • B
    9% (2)
  • C
    4% (1)
  • D
    4% (1)

Why each option

To provide leadership with an enterprise-wide dashboard of all open opportunities without changing sharing settings, the administrator should create specific dashboards for profiles requiring this aggregated view.

ABuild individual dashboards for profiles that need to see the enterprise results.Correct

By building individual dashboards tailored for specific profiles (e.g., leadership) that need to see enterprise results, the administrator can configure these dashboards (likely using a running user with 'View All Data' permissions) and then share them only with those authorized profiles via folder permissions. This method ensures that only the intended users see the comprehensive data, while other users' individual sharing settings remain unchanged and they continue to only see opportunities they own when viewing their own reports.

BCreate a dashboard with the running user set as someone who can see all opportunities.

While setting a running user with 'View All Data' is key to showing all opportunities, if this single dashboard were then shared broadly, it could expose aggregated data beyond individual users' standard sharing settings, potentially contradicting the rule that users are only allowed to see opportunities they own.

CUpdate the dashboard folder settings to manager for the sales reps role.

Updating dashboard folder settings controls access to the dashboard itself, not the data displayed within it, nor does it override object-level security or sharing rules for the underlying data.

DAdd a filter to the dashboard to filter the opportunities by owner role.

Adding a filter to a dashboard only narrows down the data already accessible to the running user; it does not grant access to data that the running user or viewing user otherwise cannot see.

Concept tested: Salesforce Dashboard security, Running User, Folder Sharing

Source: https://help.salesforce.com/s/articleView?id=sf.dashboards_running_user_overview.htm&type=5

Topics

#Dashboards#Data Visibility#User Profiles#Reporting

Community Discussion

No community discussion yet for this question.

Full ADM-201 Practice