Analytics, Reports + Dash (10%)

Question 1

The customer service manager of Cosmic Electronics would like to be notified daily via email if the number of open cases exceeds 100. What is the best way for an admin to meet this requirement? Choose 1

A.) Create a workflow rule with an automated action that sends an email alert to the manager
B.) Schedule an open case report for a refresh so that it runs daily and send its results via email to the manager
C.) Ask the customer service manager to subscribe to an open case report for notifications.
D.) Create a flow that sends an automatic email to the manager based on custom criteria

Answer 1

C.) Ask the customer service manager to subscribe to an open case report for notifications.

End users can subscribe to reports to trigger notifications based on conditions and frequency. In this case, report notifications can be triggered if the aggregate “Record Count” is greater than 100. It is possible for an admin to schedule a report for a refresh so that it is run and emailed to the manager daily, but this option would not allow the admin to set the conditions that trigger the report to run. The manager only wants to be notified if a certain condition is true.

A workflow rule can be triggered when a record is created or edited and meets the criteria specified in the rule. However, it cannot be used to trigger an email based on an aggregate such as the number of open cases. Although a flow could be used to count the number of open cases, it cannot be triggered automatically based on custom criteria to send an email to a specific user

Question 2

A sales manager requested the admin to create a dashboard comparing the total sales target to the individual sales target and have it displayed on every Sales Rep’s home page. He insisted that each Sales Rep should be able to see data specific to the access that each individual Sales Rep has; however, the Sales Manager should see data of all Sales Reps. A role hierarchy has been set up for the organization, and the “Grant Access Using Hierarchies” option has been enabled for the objects containing the relevant report data. While creating the Dashboard, which “View Dashboard As” setting should the admin select? Choose 1

A.) Run as the report user
B.) Run as the dashboard viewer
C.) Run as the specified user
D.) Run as an admin user

Answer 2

B.) Run as the dashboard viewer

A dynamic dashboard can be run as either a specific user, the user that setup the dashboard or the dashboard viewer. If the setting is et to dashboard viewer, it runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to their own access to data. Note that in order for the Sales Manager to see the Sales Rep’s data, a role hierarchy must be set up and “Grant Access Using Hierarchies” must be enabled for the objects containing the relevant report data.

Question 3

The cosmic computing call center manger has requested a new Case report to assist in the analysis of how long individual call center staff are taking to accept cases. “Case Accepted Time Stamp” is an existing custom field that is populated when the call center agent accepts the case. How could this best be achieved using Lightning Report Builder? Choose 1

A.) Add a row-level formula that calculates the difference between “Date/Time Opened” and “Case Accepted Time Stamp” in the new report
B.) Create a new Case custom formula that calculates the difference between “Date/Time Opened” and “Case Accepted Time Stamp” and add it to the new report.
C.) Add a bucket column that calculates the difference between “Date/Time Opened” and “Case Accepted Time Stamp” in the new report
D.) Add the standard “Case Age” field to the new report as this captures the difference between ‘Date/Time Opened” and “Case Accepted Time Stamp”

Answer 3

A.) Add a row-level formula that calculates the difference between “Date/Time Opened” and “Case Accepted Time Stamp” in the new report

A report row-level formula is available in Lightning Report Builder and can be used to calculate the difference between two date/time fields. It can be summarized; for this scenario, the average difference grouped by call center agent would be appropriate. While a new custom Case formula field could be created and inserted into the report, which will also meet the requirement, for this scenario there is no indication the information is needed outside of the report; so the row-level formula is more appropriate. A bucket column is not used to calculate differences between dates, and the standard “Case Age” field displays the length of time a case has been open.

Question 4

What report format cannot be used when creating reports with field groupings? Choose 1

A.) Joined
B.) Summary
C.) Tabular
D.) Matrix

Answer 4

C.) Tabular

Tabular reports cannot be used to set up groups of data. A Summary report groups data by rows. A Matrix report groups data by rows and columns. Joined report blocks are formatted as Summary reports

Question 5

What is true regarding dashboards in Lightning? Choose 2

A.) The “View All Data” permission allows choosing any user in the organization to be running user of the dashboard
B.) The person selected under “View Dashboard As” determines what data is displayed in a dashboard
C.) Dashboard viewers cannot choose whom they view the dashboard as
D.) It is only possible to view the dashboard as a specific person or the person who has created the dashboard

Answer 5

A.) The “View All Data” permission allows choosing any user in the organization to be running user of the dashboard
B.) The person selected under “View Dashboard As” determines what data is displayed in a dashboard

In lightning, the person selected under “View Dashboard As” determines what data is displayed in a dashboard. When the dashboard is set up, the running user can be set to a particular user. There is an option to let dashboard viewers choose whom they view the dashboard as. If a person have the “View All Data” permission, they can choose any user in the organization to be running user of the dashboard. The “Dashboard viewer” can be selected as the person who people view the dashboard as.

Question 6

The Sales manager of Blue Sky Widgets would like to get a report of opportunities grouped by sales stage. What kind of report would meet this requirement? Choose 1

A.) Summary
B.) Martix
C.) Two Column
D.) Tabular

Answer 6

A.) Summary

Groups can be created in the summary matrix, or joined reports. Matrix reports allow to group and summarize data by both rows and columns. The requirement is for only one grouping, so a summary report is sufficient.

The report grouping can be created by clicking on the black triangle on a report column and choosing the “Group by this Field” option or by selecting a report column in the “Group Rows” section.

Question 7

What is true regarding dashboard components? Choose 2

A.) When clicking on a report, users are always navigated to the source report
B.) A dashboard component is a visual representation of data in a report
C.) In Lightning, the smallest possible component that can be added in a dashboard is 1 row by 1 column
D.) There are only 4 dashboard component types; Chart, Gauge, Metric, and Table

Answer 7

B.) A dashboard component is a visual representation of data in a report
C.) In Lightning, the smallest possible component that can be added in a dashboard is 1 row by 1 column

When clicking on a report, the user can be navigated to the source report, filtered report, record detail page, or other URL. Aside from Chart, Metric, and Table, there is also the Visualforce component type. In Lightning, the smallest possible component that can be added in a dashboard is 1 row by 1 column.

Question 8

What is true about dynamic dashboards? Choose 1

A.) The data shown is according to the viewing user’s security settings
B.) It will refresh automatically as scheduled
C.) The source reports used can vary according to the user
D.) It should be used if a user wants to customize the dashboard

Answer 8

A.) The data shown is according to the viewing user’s security settings

Dynamic dashboards enable each user to see a personalized view of the dashboard data using only data they have access to.

A dynamic dashboard must be refreshed manually. Using a dynamic dashboard does not allow users to customize the dashboard. Source reports using in dynamic dashboards do not change depending on the user, only the data varies according to their access level.

Question 9

Super Computers Inc stores purchase information in a custom object. The purchase manger wants to analyze the trend of purchases for which she needs historical data. The admin decided to create a reporting snapshot. The admin is considering which reports can be used as the source to build a snapshot. Which report formats can be used to create a reporting snapshot? Choose 2

A.) Matrix Report
B.) Tabular Report
C.) Summary Report
D.) Joined Report

Answer 9

B.) Tabular Report
C.) Summary Report

Reporting snapshots can be used with Tabular or Summary reports

Question 10

The Director of Sales wants a report that shows the Opportunity pipeline for the current and next fiscal quarters. This report should be grouped by Sales Rep and Opportunity Stage. Which report format would be best to use to create this custom report? Choose 1

A.) Tabluar Report
B.) Joined Report
C.) Matrix Report
D.) Summary Report

Answer 10

C.) Matrix Report

A matrix report can be created and the “Stage” and “Opportunity Owner” fields used in column and row grouping respectability. “Fiscal Period” can be used in either row or column grouping to show information by each fiscal quarter

Question 11

Kody, the sales manager at Orbitflux has created a joined report in SFDC which he wants to export. In what file format would the exported report be? Choose 1

A.) .xls
B.) .xlsx
C.) .csv
D.) .xml

Answer 11

B.) .xlsx

Reports in SFDC can be exported as a Formatted Report or Details Only. If a report is exported as Details Only, the filt format can be set to either .xls or .csv. joined reports are always exported as Formatted Reports and Formatted Reports are always exported in .xlsx

Question 12

What do users need to be aware of when scheduling a report to be sent via email? Choose 2

A.) Recipients of the report must be Salesforce users
B.) Data in the report may not be the same as the data the receiving user has visibility to
C.) Only standard reports can be scheduled
D.) Reports can only be scheduled to be sent hourly, daily, or weekly.

Answer 12

A.) Recipients of the report must be Salesforce users
B.) Data in the report may not be the same as the data the receiving user has visibility to

Data in the report is determined by the running user. Recipients of the report must be SFDC users. Scheduled reports can no longer by sent to Chatter Free users unless a scheduled report had already set up to email these users prior to the feature change. Standard or custom reports can be scheduled. The frequency options are daily, weekly, or monthly.

Question 13

What is true regarding the refresh of dashboards? Choose 2

A.) After a scheduled dashboard refresh, it can be emailed automatically to a group of users
B.) A user can refresh the dashboard on demand by clicking the refresh button
C.) A dashboard can be scheduled to refresh hourly, daily, weekly or monthly
D.) A dashboard is refreshed each team it is displayed

Answer 13

A.) After a scheduled dashboard refresh, it can be emailed automatically to a group of users
B.) A user can refresh the dashboard on demand by clicking the refresh button

Dashboards are not automatically refreshed when displayed. they can be manually refreshed or a refresh can be scheduled daily, weekly or monthly. Dashboard notifications can be sent to multiple users.

Question 14

A user wants to subscribe to a dashboard in Lightning to receive its refreshed results every day by email. He would also like to send the results to two of his coworkers by adding them as subscribers. Which of the following statements are important to consider for adding other users as subscribers? Choose 3

A.) Dashboard subscriptions can be used by a user, group or role-based
B.) Any user with access to the dashboard can add other users as subscribers
C.) Any filters applied to the dashboard are not applied to the emailed dashboard
D.) Only a user who has permission to access the dashboard can be added as a subscriber
E.) Only one other user can be added as a subscriber

Answer 14

A.) Dashboard subscriptions can be used by a user, group or role-based
C.) Any filters applied to the dashboard are not applied to the emailed dashboard
D.) Only a user who has permission to access the dashboard can be added as a subscriber

More than one user can be added as an additional subscriber to a dashboard in Lightning. Only users with access to the dashboard are shown in the list of recipients who are available for subscription. Filters applied to a dashboard are not applied to the emailed dashboard; the dashboard appears unfiltered. Dashboard subscriptions can be by user, group or by role. To add other users to the dashboard subscription, the user must have the specific “Subscribe to Dashboards: Add Recipients” permission granted via profile or permission set.

Question 15

Which of the following settings can be defined during report creation? Choose 3

A.) Subscription settings
B.) Graphs
C.) Data filters
D.) Subscription Conditions
E.) Groupings

Answer 15

B.) Graphs
C.) Data filters
E.) Groupings

Grouping, adding filters, and adding a chart to a report are all possible during report creation. Subscribing users, groups, and roles to the report are only available after saving the report. Conditions can also be set up for the report only after it has been saved. It can be accessed in the “Edit Subscription” screen.

Question 16

The administrator of Cosmic Solutions has crated a joined report to show accounts with open cases. A sales manager would like to see this data on his dashboard in the Lightning Experience. How can the admin meet this requirement? Choose 1

A.) Add a chart to the joined report, and then add the report as a data source to a dashboard component
B.) Create a tabular report that shows the same data and add it as a data source to a dashboard component
C.) Create a summary report that shows the same data and add it as a data source to a dashboard component
D.) Create a matrix report that shows the same data and add it as a data source to a dashboard component

Answer 16

A.) Add a chart to the joined report, and then add the report as a data source to a dashboard component

Joined reports are available in Lightning Experience and can be used as the data source of the dashboard component if the report contains a chart. There is no need to create a separate tabular, summary, or matrix report for this requirement.

Question 17

An org uses a custom object named “Inquiry” to store information about customer inquiries. It is related to the “Contact” object via a Lookup relationship, in which Contact is the parent object. A Sales Manager wants to view a report which shows all activities associated with inquiries that are related to contact records in SFDC. How can this be achieved? Choose 1

A.) Create a new custom report type of “Contacts with Inquiries with Activities”
B.) Select the existing report type of “Contacts with Inquiries”
C.) Select the existing report type of “Inquiries with Activities”
D.) Create a new custom report type of “Activities with Inquiries with Contacts”

Answer 17

A.) Create a new custom report type of “Contacts with Inquiries with Activities”

Since the Sales Manager wants to see the activities associated with inquiries that are related to contacts, a custom report type of “Contacts with Inquiries with Activities” needs to be created. It can be used to display contacts which have at least one inquiry, with the inquiry related to at least one activity.

It is not possible to create a report type of “Activities with Inquiries with Contacts” since “Activities” cannot be the primary object for creating the custom report type. Although it can be selected as the primary object, it cannot have further relatable objects. Also, there would not be any existing report types called “Contacts with Inquiries” or “Inquiries with Activities”. There is a standard report type called “Activities with Inquiries” but it would not show information about the related contacts.

Question 18

GN Inc users SFDC for managing their sales activities and they have created various custom objects. The Sales manager requested the admin to create a new report with certain information. When attempting to define the custom report type, the admin discovered that certain fields could not be added. Which of the following field types can NOT be added to a custom report? Choose 2

A.) Product schedule fields
B.) Account Fields
C.) Product Fields
D.) History Fields

Answer 18

A.) Product schedule fields
D.) History Fields

In custom report types, the fields listed below cannot be added. This is an SFDC limitation:

Product schedule fields
History fields
The Age field on cases and opportunities

Question 19

How can a bar chart displayed in a dashboard be changed to a funnel chart? Choose 1

A.) Go to the source report and change the chart type to “Funnel”
B.) Create a new report with a funnel chart
C.) Go to the dashboards and change the chart type in the dashboard component from bar to funnel
D.) Create a new dashboard with a funnel chart and delete the existing dashboard

Answer 19

C.) Go to the dashboards and change the chart type in the dashboard component from bar to funnel

The chart type of an existing dashboard can be changed by navigating to the dashboard and updating the dashboard component. The chart type in the source report will only display in the report itself and not in the dashboard.

Question 20

When are dashboards refreshed? Choose 2

A.) Every Day
B.) Every time someone accesses the home page
C.) When a user clicks “refresh”
D.) The Dashboard refresh frequency can be set per dashboard

Answer 20

C.) When a user clicks “refresh”
D.) The Dashboard refresh frequency can be set per dashboard

Dashboard refreshes can be scheduled daily, weekly, or monthly. Users can also manually refresh the dashboard using the Refresh button. Dashboards are not automatically refreshed every day or by accessing the home page.

Question 21

ABD Corp has 1200 sales employees in the US. each user needs to run a contact report for contacts owned by themselves or other users that report to them. how can the report by run? Choose 1

A.) Create a role hierarchy and run the report with the “My Team’s Accounts” filter
B.) Create a role hierarchy, grant hierarchy access, and run the report with the “My Contacts” filter
C.) Enable “Grant Access using Hierarchy” for Contacts and run the report with the “All Contacts” filter
D.) Run the Report with the “My Delegated Contacts” filter

Answer 21

A.) Create a role hierarchy and run the report with the “My Team’s Accounts” filter

If a report is run with the “My Team’s Account” filter, it will include records owned by the user and any users below them int he role hierarchy.

Question 22

How many child objects can be included in a custom report type? Choose 1

A.) 2
B.) 3
C.) 1
D.) 4

Answer 22

B.) 3

The primary object and up to 3 child objects can be included in a custom report type.

Question 23

What actions are supported for joined reports in Lightning Experience? Choose 3

A.) Create cross-block summary formulas
B.) Convert unjoined reports into joined reports
C.) Rename and reorder blocks
D.) Group, filter, summarize and update records
E.) Add up to 10 blocks of report types

Answer 23

A.) Create cross-block summary formulas
B.) Convert unjoined reports into joined reports
C.) Rename and reorder blocks

With joined reports support in Lightning Experience, one will be able to create as well as convert unjoined reports into joined reports, rename & rearrange the order of the report blocks, create cross-block summary formulas, which are formula fields that can access and use values form any of the available reports in the joined reports.

Up to 5 blocks of report types can be created in a joined report. One can group, filter, summarize, and chart report data, but not update records.

Question 24

An admin using Lightning needs to get a listing of all accounts in csv format. What options does the admin have? Choose 3

A.) Use the Data Export function
B.) Export account data using data loader
C.) Run an account report and use the “Export” button
D.) Run an account report and use the “Printable View” button
E.) Run an account report and use the “Save As” buttom

Answer 24

A.) Use the Data Export function
B.) Export account data using data loader
C.) Run an account report and use the “Export” button

When a report is run in Lightning, the “Export” button gives the option to export a formatted report or a report with details only. The option to create a csv file is available if the report is exported with details only. The “Save As” button will give the option to save a copy of the report within Salesforce. The “Printable View” button is only available in Classic and will create an xls file with formatting.

The Data Export function is accessed from the setup menu. It allows the selection of all data or particular objects such as Accounts and allows the immediate export or schedule it for a future time.

Question 25

An Admin added a new field to the Opportunity object. Which of the following statements are correct? Choose 2

A.) The new field will be automatically inserted into the existing Opportunities with Accounts report type
B.) The new field will be automatically inserted into all existing Opportunity report types
C.) The new field will be automatically inserted into the existing Opportunities with Products report type
D.) The new field will be automatically inserted into all custom Opportunity report types

Answer 25

B.) The new field will be automatically inserted into all existing Opportunity report types
C.) The new field will be automatically inserted into the existing Opportunities with Products report type

Newly created custom fields are automatically added to standard report types for the object (Opportunity in this scenario). Custom fields are not automatically added to existing custom report types for the object (although this is planned for a future SFDC release). To add the custom field, the layout of the report type needs to be edited.

However, if a new custom report type is created after the custom field was created, the new field will automatically be included within the new custom report type. Opportunities with Accounts is not a standard report type for the new field would not be automatically added to the exisitng (custom) report types. Opportunities with products is a standard report type so the new field will be auto-added.