Users at Dreamhouse Reality 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…

Question

Options

• AUpdate the dashboard to folder settings to manager for the sales reps role.
• BAdd a filter to the dashboard to filter the opportunities by owner role.
• CBuild individual dashboards for profiles that need to see the enterprise results.
• DCreate a dashboard with the running User set as someone who can see all Opportunities

• A
  7% (2)
• B
  11% (3)
• C
  79% (22)
• D
  4% (1)

Explanation

NOTE: The marked correct answer (C) appears to be incorrect based on Salesforce functionality. The correct Salesforce answer is D. The Running User setting on a dashboard determines whose data access permissions are used to render the dashboard's reports. By setting the Running User to a user who has visibility into all opportunities (such as an executive or admin), every person who views the dashboard will see the aggregated enterprise-wide data - without any sharing settings being changed and without each viewer needing direct record access. This is a core Salesforce feature designed exactly for this leadership dashboard use case. Option C (building individual dashboards per profile) does not solve the problem, since each user would still only see their own opportunities regardless of the dashboard used.

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