PLAT-ADMN-201 Question #42: Real Exam Question with Answer & Explanation

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 a Platform Administrator create the dashboard without changing any sharing settings?

Options

• ACreate a dashboard with the running user set as someone who can see all opportunities.
• 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.
• DUpdate the dashboard folder settings to manager for the sales reps role.

Explanation

In Salesforce, dashboards can be configured to run as a specific user, known as the Running User. This user's security settings determine which data is visible to anyone viewing the dashboard. To allow users with restricted record access (due to a Private sharing model) to see company-wide totals, the Platform Administrator should set the dashboard to "Run as a specified user" who has "View All" permissions or is high enough in the role hierarchy to see all records. This creates a "Static Dashboard." While the viewers cannot click into individual records they don't own, they can see the summarized totals and charts for the entire organization. Using a Dynamic Dashboard or filtering by role (Option B) would still respect individual sharing and hide data. Changing folder settings (Option D) only affects who can open the dashboard, not the data displayed within it.

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