ADM-201 · Question #93
A Sales Manager wants all Sales Users in the department to see a Dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private. How c
The correct answer is A. Create the Dashboard from the Opportunities by User Report, then save it in the shared. To allow a Sales Manager to see a dashboard of Total Closed/Won Opportunity Amount by User when Opportunity sharing is private, the administrator must create the dashboard using an appropriate report and save it in a shared folder with the "Run as specified user" option set to th
Question
A Sales Manager wants all Sales Users in the department to see a Dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private. How can the Administrator meet this requirement?
Options
- ACreate the Dashboard from the Opportunities by User Report, then save it in the shared
- BAsk the Sales Manager to create the Dashboard from the Opportunities by User Report, select
- CCreate the Dashboard from the Opportunities by User Report, select the Sales Manager as
- DAsk the Sales Manager to create the Dashboard from the Opportunities by User Report and save
How the community answered
(19 responses)- A79% (15)
- B5% (1)
- C5% (1)
- D11% (2)
Why each option
To allow a Sales Manager to see a dashboard of Total Closed/Won Opportunity Amount by User when Opportunity sharing is private, the administrator must create the dashboard using an appropriate report and save it in a shared folder with the "Run as specified user" option set to the Sales Manager.
When the Opportunity sharing model is private, a dashboard that needs to display aggregate data for all sales users must be configured to run as a user who has access to all the underlying data. Creating the dashboard from the correct report and then setting its "Run as" user to the Sales Manager (who presumably has access to all opportunities) and saving it in a shared folder will ensure the dashboard accurately reflects all data to the manager.
Asking the Sales Manager to create the dashboard and save it without explicitly setting the 'Run as' user would likely limit the data shown based on the manager's default access, which might not include all users' opportunities.
While selecting the Sales Manager as the running user is correct for data visibility, simply saving the dashboard without placing it in a shared folder means other users in the department wouldn't be able to access it.
This option is similar to B and doesn't explicitly mention setting the running user to see *all* data when OWD is private, nor does it necessarily place it in an accessible location for others.
Concept tested: Dashboard running user for data visibility
Source: https://help.salesforce.com/s/articleView?id=sf.dashboards_running_user.htm&type=5
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