Exam Plat-Admn-201 Topic 4 Question 18 Discussion

Actual exam question for Salesforce's Plat-Admn-201 exam
Question #: 18
Topic #: 4
How should a Platform Administrator provide users with individualized views of data on a dashboard?

Suggested Answer: B Vote an answer

A Dynamic Dashboard is a specific type of dashboard where the data displayed changes based on which user is currently viewing it. By setting the "View Dashboard As" property to "The logged-in user," the dashboard components will respect each individual user's sharing settings, role hierarchy, and record ownership. For example, if a sales rep views a dynamic dashboard, they might only see their own $100k pipeline, while their manager viewing the same dashboard would see the team's combined $1M pipeline. This eliminates the need for an administrator to create and maintain dozens of identical dashboards for different individuals. Dashboard Filters (Option A) allow users to narrow down data but do not change the fundamental "running user" security context. Setting the dashboard to run as "Me" (the admin) or "Another person" (Options C and D) creates a static view where everyone sees the same data, which is the opposite of providing an individualized view.

by Miranda at Jun 11, 2026, 12:03 AM

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