14% Data & Analytics Management

Question 1

What is a report in Salesforce?

Answer 1

A report is a list of records that meet the criteria you define, used to analyze data and make business decisions.

Question 2

What is a dashboard in Salesforce?

Answer 2

A dashboard is a visual representation of data from multiple reports, allowing users to monitor key metrics and trends at a glance.

Question 3

What is a report type in Salesforce?

Answer 3

A report type defines the set of records and fields available for a report, based on the relationships between objects.

Question 3

What are the different report formats in Salesforce?

Answer 3

The report formats include Tabular, Summary, Matrix, and Joined reports.

Question 4

What is a custom report type?

Answer 4

A custom report type allows users to create a report type that includes custom and standard objects, defining the relationships and fields available in the report.

Question 5

What is a Matrix report?

Answer 5

A Matrix report allows grouping of data by rows and columns, providing a grid-like view with summaries in both dimensions.

Question 6

What is a Tabular report?

Answer 6

A Tabular report displays data in a simple table, similar to a spreadsheet, without any groupings.

Question 7

What is a Summary report?

Answer 7

A Summary report allows grouping of data by rows, providing subtotals and summary information.

Question 8

What is a Joined report?

Answer 8

A Joined report lets you create multiple report blocks that provide different views of data, combining them into a single report.

Question 9

What is a report filter?

Answer 9

A report filter limits the data displayed in a report based on specified criteria, such as date ranges or specific field values.

Question 10

What is a dashboard component?

Answer 10

A dashboard component is a visual element, such as a chart, gauge, or table, that displays data from a report in a dashboard.

Question 10

What is a dynamic dashboard?

Answer 10

A dynamic dashboard displays data tailored to the logged-in user, showing only data they have access to.

Question 11

What is a bucket field in Salesforce reports?

Answer 11

A bucket field allows you to group report data into categories without creating a formula or custom field.

Question 12

What is conditional highlighting in Salesforce reports?

Answer 12

Conditional highlighting applies color to report cells based on defined criteria, making it easier to identify important data.

Question 13

What is a reporting snapshot in Salesforce?

Answer 13

A reporting snapshot captures data at a specific point in time and stores it in a custom object for historical analysis.

Question 14

What is the purpose of a joined report?

Answer 14

Joined reports allow combining multiple views of related data into a single report, useful for comparing and contrasting different datasets.

Question 15

What are report charts in Salesforce?

Answer 15

Report charts are graphical representations of report data that can be embedded in report or dashboard components.

Question 16

How do you schedule a report in Salesforce?

Answer 16

You can schedule a report to run at a specific time and frequency, delivering the results via email to specified users.

Question 17

What is a cross-filter in Salesforce reports?

Answer 17

A cross-filter allows you to filter report results based on related objects and their records.

Question 18

What is the Lightning Report Builder?

Answer 18

The Lightning Report Builder is a drag-and-drop interface that allows users to create and customize reports in Salesforce Lightning Experience.