Sales-Con-201 Sales Lifecycle Practice Question
An administrator is auditing report and dashboard security in Sales Cloud. Which THREE best practices should be followed to secure sensitive sales pipeline data? (Choose three.)
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
Regularly audit dashboard folder access and scheduled dashboard email recipients.
Folder sharing, running user settings, and sharing model alignment secure dashboards and reports.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✓
Regularly audit dashboard folder access and scheduled dashboard email recipients.
Why this is correct
Auditing scheduled recipients prevents data leaks via emailed reports.
- ✗
Ensure the organization-wide sharing default for Opportunities is public read/write for all community users.
Why it's wrong here
Public read/write for community users exposes sensitive internal pipeline data insecurely.
- ✗
Disable all role hierarchies so that managers cannot view subordinate reports.
Why it's wrong here
Disabling role hierarchies breaks standard reporting and forecasting structures.
- ✓
Store reports and dashboards in private folders shared only with authorized roles or public groups.
Why this is correct
Folder sharing restricts report/dashboard access.
- ✓
Use dynamic dashboards with 'View Dashboard As: The Logged-in User' to respect data visibility rules.
Why this is correct
Logged-in user setting ensures users only see data their profile permits.
About these practice questions
This Sales-Con-201 question is part of Courseiva's 321-question bank — original exam-style content with full explanations and wrong-answer analysis, never real exam questions or exam dumps. Learn why practice questions differ from exam dumps →
JA
Written and reviewed by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
Last reviewed August 2026 · checked against the official Salesforce exam blueprint
This Sales-Con-201 practice question is part of Courseiva's free Salesforce certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the Sales-Con-201 exam.