nerdexam
Salesforce

CRT-261 · Question #142

Cloud Kicks wants to standardize its service key performance indicators (KPIs) for response time and first case closure rates. Individual service agents, team leaders, regional directors, and the VP…

The correct answer is A. Dashboard viewer. To standardize service KPIs for users at all levels while ensuring data visibility is based on user access, setting the dashboard running user as 'Dashboard Viewer' is recommended. This approach dynamically calculates KPIs using only the data accessible to the individual…

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Question

Cloud Kicks wants to standardize its service key performance indicators (KPIs) for response time and first case closure rates. Individual service agents, team leaders, regional directors, and the VP of service should see the same KPIs calculated using only the data the user can access. What is the recommended running user to meet the requirements?

Options

  • ADashboard viewer
  • BTeam leaders
  • CVP of service

How the community answered

(30 responses)
  • A
    80% (24)
  • B
    13% (4)
  • C
    7% (2)

Explanation

To standardize service KPIs for users at all levels while ensuring data visibility is based on user access, setting the dashboard running user as 'Dashboard Viewer' is recommended. This approach dynamically calculates KPIs using only the data accessible to the individual viewing the dashboard, ensuring consistency and data security across the organization.

Topics

#dashboard running user#data visibility#role-based KPIs#dashboard sharing

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