"Salesforce Certified Administrator Exam: Manager Permission for Setting Running User in Dashboard"

"Manager Permission for Setting Running User in Dashboard"

Question

What permission must a manager have, to set the running user in a dashboard, to anyone below them in the role hierarchy?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: C

Users with “View My Team's Dashboards” can view the dashboard to view any user below them in the role hierarchy.

A role hierarchy works together with sharing settings to determine the levels of access, the users have, to your Salesforce data.

Users can access the data of all the users directly below them in the hierarchy.

Users who need to see a lot of data (such as the CEO, executives, or other management) often appear near the top of the hierarchy.

But the role hierarchies don't have to match your org chart.

Each role in the hierarchy just represents a level of data access that a user or group of user's needs.

Options A and B are incorrect because users with View All Data can edit the dashboard and view it as any user in their organization.

The View All and Modify All permissions ignore sharing rules and settings, allowing administrators to grant access to records associated with a given object across the organization.

View All and Modify All can be better alternatives to the View All Data and Modify All Data permissions.

Option C is incorrect because this will allow the user to view the team reports only.

Reference:

The correct answer is C. View My Team's Dashboards.

In Salesforce, a dashboard is a visual representation of data from multiple reports. It is used to provide a quick overview of key metrics and trends. When creating a dashboard, the running user is the user whose access and permissions determine the data that is displayed in the dashboard. By default, the running user is the user who created the dashboard.

However, a manager may want to share a dashboard with members of their team who are below them in the role hierarchy. To do this, the manager must have the "View My Team's Dashboards" permission. This permission allows the manager to select a running user who is below them in the role hierarchy when creating a dashboard.

It's worth noting that the "View All Data" and "Modify All Data" permissions are not required for setting the running user in a dashboard. These permissions are much broader and provide access to all data in the organization, which is not necessary for creating or sharing a dashboard with team members. Similarly, the "View My Team's Reports" permission is not relevant to setting the running user in a dashboard, as it only pertains to reports and not dashboards.