Salesforce Sales Cloud Consultant Test

How can a sales manager view a dashboard from different user perspectives without editing it?

1. Grant the sales manager the "Manage Dynamic Dashboards" permission

2. Create the dashboard as a dynamic dashboard

3. Grant the sales manager the "Drag-and-Drop Dashboard builder" permission

4. Grant the sales manager the "View my Teams Dashboard" permission

The correct answer is: Create the dashboard as a dynamic dashboard

Creating the dashboard as a dynamic dashboard is the correct approach for allowing a sales manager to view it from different user perspectives without needing to edit the dashboard. Dynamic dashboards enable specific users to see data as it pertains to them, which means the sales manager can switch perspectives based on the roles of the users being evaluated. This functionality provides a flexible and powerful way to present data since the dashboard will reflect the information that is relevant to each user, adjusted dynamically according to the viewer’s permissions and context. Dynamic dashboards eliminate the need for the sales manager to make changes or create separate dashboards for every user or team member, streamlining the viewing process and enhancing data accessibility across the organization. This feature is particularly beneficial in sales environments where managers need insights into the performance of their teams and individual contributors without losing time on dashboard configuration and editing. The other permissions listed either do not specifically address the need to view the dashboard from various user perspectives (such as granting the ability to build dashboards or manage them) or could involve additional limitations or requirements that are not necessary for simply viewing data as it pertains to individual users.