Salesforce Sharing and Visibility Certification Practice Exam

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Which two permissions are needed for a Sales Rep at Universal Containers to create a sales dashboard comparing his sales numbers with peers?

  1. Manage Custom Report Types

  2. Customize Application

  3. Manage Dashboards

  4. View All Data

The correct answer is: Manage Dashboards

To create a sales dashboard comparing his sales numbers with peers, the Sales Rep requires the permission to manage dashboards. This permission enables the user to create, edit, and view dashboards, which is crucial for assembling visual representations of sales data. Having the ability to manage dashboards allows the Sales Rep to customize the dashboard to display relevant metrics, which can include comparisons with peers. Dashboards rely on reports for data, so while there are other permissions that could support reporting capabilities, the core requirement for dashboard creation specifically focuses on the management of dashboards. The other permissions listed, while relevant to broader administrative tasks or data visibility, do not directly empower the user to create and manage dashboards specifically. This makes the permission to manage dashboards the essential requirement for completing the task at hand.