How should the Salesforce Admin fulfill these requirements?
Universal Containers built a Community to expose Leads and Opportunities to their resellers. They set up partner accounts with two roles and granted Super User access to the Sales Executives users who are created at the top level of the account role hierarchy. Universal Containers has the following requirements to expose dashboards to their partners: • Partners can NOT modify the dashboard. • Partners only see data within their account. • Partners see all the data on the partner account.
A. Select the Run as logged in user option for the dashboards. B. Select the Channel Manager as the running user for the dashboards. C. Select the owner of the partner account as the running user for the dashboards. D. Select the Sales Executive as the running user for the dashboards.
The correct answer to this question is D. Salesforce is a customer relationship management (CRM) platform that is cloud based. There are applications for sales, service, and marketing. CRM platforms are used to obtain a better relationship with customers because they get a better understanding of what their customers need and how to solve their problems by managing their customers' information and interactions.
The Sales Executive should be chosen as the running user for the dashboards because they are created at the top level of the account role hierarchy. In doing this, the partners would not be modifying the dashboard, they will only see the data within their account, and they see all the data on the partner account.