A System Administrator needs to build a dashboard that is accessible by the entire sales team. The running user must be set to the VP of Sales.
What is the correct data source for the dashboard components?
- Custom report from the My Personal Custom Reports folder.
- Custom report from the Sales Reports custom public folder.
- Standard report from the Administrative Reports folder.
- Standard report from the Opportunity Reports folder.
I believe 2 is the right answer, but at the same time I'm not sure. I would love you guys input.
1 answer
Hi,
The answer to your question is "Custom report from the Sales Reports custom public folder."
Why?
Because in order to make the report accessible for other users, you must save the report in a custom folder.
For your reference: https://help.salesforce.com/articleView?id=dashboards_dynamic_setting_up.htm&type=5
