Users at Dreamhouse Reality are only allowed to see opportunities they own. Leadership wants an enterprise- wide dashboard of all open opportunities…

A dashboard's data visibility is determined by the "Running User." By default, a dashboard runs as the user viewing it (dynamic dashboard), respecting their personal security and sharing settings. To display enterprise-wide data to users with restricted visibility, an administrator can set a specific Running User for the dashboard. By choosing a user who has access to all opportunities (e.g., a user at the top of the role hierarchy or with the "View All Data" permission), the dashboard will render all data visible to that specified user, regardless of the viewing user's own permissions. This meets the requirement without altering the organization's sharing model.

A. Update the dashboard to folder settings to manager for the sales reps role. Folder settings control who can access, view, or edit the dashboard itself, not the data displayed within its components.

B. Add a filter to the dashboard to filter the opportunities by owner role. A dashboard filter can only narrow down the data that the running user can already see; it cannot expand their data access.

C. Build individual dashboards for profiles that need to see the enterprise results. This is inefficient and does not solve the underlying data visibility issue, as the data shown is still based on the running user's permissions.

1. Salesforce Help Documentation, "Choose a Running User in Lightning Experience": This document explicitly states, "The running user determines whose data is visible on the dashboard. If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. This approach is perfect for when you want to share a dashboard with a wide group, but not open up underlying record access."

2. Salesforce Help Documentation, "Control Data Visibility in Dashboards": This guide details how dashboard data access works. It clarifies that to show a consistent, broad view of data, you should "Set a running user on the dashboard who has access to the data you want to display." This directly supports the selection of a user with enterprise-wide visibility as the running user.

3. Salesforce Help Documentation, "Dashboard Folder Sharing": This resource explains that folder permissions grant access to the dashboard asset (the container), while the data inside is governed by the running user's permissions and the organization's sharing model. This confirms that folder settings (Option A) are unrelated to data visibility within the dashboard.