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In CRM Analytics, even if users are granted access to view an app and its dashboards, their ability to download data is controlled by permissions assigned via permission sets. Specifically, users need the "Download Data" permission to download data from widgets or dashboards. If this permission is missing from their permission set, they will be unable to download the specific widget, even though they can view the data.

The issue with the security predicate not functioning as expected likely stems from a permissions issue related to the custom field Demographic__c on the User object. Here's a detailed explanation:

Field-Level Security: If the sales reps do not have access to the Demographic__c field, the security predicate which references this field cannot execute properly as the system cannot evaluate the predicate without accessing the field.

Permission Settings: Ensuring that the sales reps have the necessary permissions to view and use the Demographic__c field is crucial for the security predicate to function correctly.

Data Visibility: The security model in CRM Analytics relies heavily on the underlying data permissions in Salesforce. If these permissions are not correctly configured, the expected data visibility through CRM Analytics will not be achieved.

TheRepeater Widgetin CRM Analytics allows dynamic updates to be reflected on the dashboard automatically as data flows are updated. This means that as new account managers join or existing account managers change roles, the data in the widget will automatically reflect the latest information without manual updates. This is the most efficient way to keep the dashboard up-to-date with the current list of account managers.

To maintain consistency and ease of updates across multiple dashboards, creating or editing a component for the widgets is the most effective method. This approach:

Efficiency in Updates: Allows changes to be made in one place, which automatically propagates to all instances where the component is used across dashboards.

Consistency: Ensures uniformity in the appearance and functionality of the widgets across different dashboards.

Simplicity: Reduces the need for redundant work, where each widget would otherwise need to be updated individually.