PLAT-ADMN-201 Question #146: Real Exam Question with Answer & Explanation

Question

How should a Platform Administrator provide users with individualized views of data on a dashboard?

Options

• Aallow users to narrow down data but do not change the fundamental "running user" security
• BCreate a Dynamic Dashboard.
• CSet View Dashboard As to Me.
• DSet View Dashboard As to Another person.

Explanation

A Dynamic Dashboard is a specific type of dashboard where the data displayed changes based on which user is currently viewing it. By setting the "View Dashboard As" property to "The logged- in user," the dashboard components will respect each individual user's sharing settings, role hierarchy, and record ownership. For example, if a sales rep views a dynamic dashboard, they might only see their own $100k pipeline, while their manager viewing the same dashboard would see the team's combined $1M pipeline. This eliminates the need for an administrator to create and maintain dozens of identical dashboards for different individuals. Dashboard Filters (Option context. Setting the dashboard to run as "Me" (the admin) or "Another person" (Options C and D) creates a static view where everyone sees the same data, which is the opposite of providing an individualized view.

No community discussion yet for this question.