Enable Multiple User Perspectives for Salesforce Dashboards | ADX-201 Exam Guide

Salesforce Dashboard User Perspective Switching | ADX-201 Exam Prep

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Question

A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard.

How would an administrator enable this?

Answers

Explanations

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A. B. C. D.

BD.

The correct answer to the question is B. Create the dashboard as a dynamic dashboard.

A dynamic dashboard allows viewers to choose the perspective from which they view the dashboard. By default, a dashboard displays data based on the running user's context. However, when a dashboard is created as a dynamic dashboard, viewers can choose the perspective from which they view the data. This can be accomplished by adding a filter to the dashboard that allows viewers to select a specific user, role, or group.

Granting the sales manager the "Drag-and-Drop Dashboard Builder" permission (answer A) allows the sales manager to create or edit a dashboard, but it does not provide the functionality to view the dashboard from different perspectives.

Granting the sales manager the "Manage Dynamic Dashboards" permission (answer C) allows the sales manager to create and manage dynamic dashboards, but it does not provide the functionality to view the dashboard from different perspectives without editing the dashboard.

Granting the sales manager the "View My Teams Dashboards" permission (answer D) provides access to dashboards that belong to the user's team but does not provide the functionality to view the dashboard from different perspectives.

In conclusion, creating the dashboard as a dynamic dashboard allows viewers to choose the perspective from which they view the dashboard, which satisfies the requirement of the sales manager to view the dashboard from different users' perspectives without editing the dashboard.