Salesforce Administrator — Question 361

Ursa Major Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private.
What should the administrator do to fulfill this request?

Answer options

• A. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report and save it to her private Dashboards Folder.
• B. Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard.
• C. Create the Dashboard from the Opportunities by User Report, choose the Sales Manager as RunAs User and Save in the private Dashboard Folder.
• D. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select "View Dashboard as Me", and save in the shared Dashboard Folder.

Correct answer: B

Explanation

The correct answer is B because creating the dashboard as a Dynamic Dashboard allows all Sales Users to view the Total Closed/Won Opportunity Amount by User while respecting the private sharing model. Options A and D do not provide access to all users since they involve saving in private folders or using personal views. Option C also restricts access by saving in a private folder rather than a shared one.