A Platform Administrator at Cloud Kicks needs to temporarily remove one dashboard from a shared folder with several dashboards to make some required changes. How should the administrator achieve this?

Question

Options

• ARemove View access to the shared folder.
• BEdit the dashboard properties and move it to a private dashboards folder.
• CRemove the permission set to the dashboard from the users.
• DCreate a private group and add the dashboard to it.

• A
  18% (9)
• B
  71% (36)
• C
  4% (2)
• D
  8% (4)

Explanation

Moving the dashboard to a private dashboards folder (option B) is the correct approach because it removes the dashboard from the shared folder without deleting it, allowing the admin to make changes in isolation and then move it back when ready - a clean, reversible workflow.

Why the distractors fail:

• A - Removing View access from the shared folder affects all dashboards in that folder, not just the one needing changes; it's too broad.
• C - Removing a permission set affects user access to the dashboard but doesn't remove it from the shared folder, so other users with access can still see it.
• D - Creating a private group is not a standard Salesforce mechanism for temporarily relocating dashboards; dashboard visibility is controlled through folders, not groups.

Memory tip: Think of dashboard folders like physical file folders on a desk - if you need to work on one document privately, you move it to your personal drawer (private folder), not lock the entire shared cabinet (folder access) or revoke everyone's filing cabinet key (permission sets).

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