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Meliora Insights, LLC

​Data Cloud | CRM Analytics  (TCRM / Einstein Analytics) Consulting
​meliora - 'for the pursuit of the better'


A blog series distilling quantitative concepts /use-cases in CRM Analytics  (Einstein Analytics).

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Using custom permission sets to hide/unhide CRMA dashboard links

8/29/2024

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Use Case: An international media comglomerate client of mine needs to show certain dashboards to certain people. Due to business rules, groups and roles can't be used--only specific people. So Executive Dashbaord should only be seen by John, Jill  BUT not Sam even though all 3 are part of a group or a role or a profile Another dahsboard applies to another set of people,etc. 

Solution: To achieve this, custom permission sets are used.. These permission sets are then contained inside the 'main' perm set.  Assign the custom permission set 'x' to the users allowed to see them using 'manage assignments' in the Settings> User page.
Afterwards, drag the dashboard widget onto a lightning web page then use filters for component visibitiy.
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