Associate Cert - Reports & Dashboards

Question 1

Lightning dashboards can have up to ___ filters. From the Spring ‘23 release, orgs with Unlimited Edition can have up to ___ filters.

Answer 1

Lightning dashboards can have up to 3 filters. From the Spring ‘23 release, orgs with Unlimited Edition can have up to 5 filters.

Question 2

_______ is a function that enables you to identify how many distinct values there are in a column.

Answer 2

Unique Count is a function that enables you to identify how many distinct values there are in a column.

Question 3

_______ is the ability to change the value of a field, without needing to navigate to a record, it allows a user to update a record from somewhere other than the record page, such as a list view or report

Answer 3

Inline editing

Inline editing is the ability to change the value of a field, without needing to navigate to a record, it allows a user to update a record from somewhere other than the record page, such as a list view or report

Question 4

Inline editing for reports means you can update multiple fields and records at once, without needing to _______ or _______.

Answer 4

leave the report page or rerun your report.

Inline editing for reports means you can update multiple fields and records at once, without needing to leave the report page or rerun your report.

Question 5

_______ can be used to highlight different summarized values or data ranges.

Answer 5

Conditional formatting

Conditional formatting can be used to highlight different summarized values or data ranges.

Question 6

_______ are used to categorize data but do not highlight them like conditional formatting.

Answer 6

Bucket fields

Bucket fields are used to categorize data but do not highlight them like conditional formatting.

Question 7

Subtotals and Grand Total can be enabled to show values but do not _______.

Answer 7

highlight them

Subtotals and Grand Total can be enabled to show values but do not highlight them.

Question 8

What feature can be used to highlight different summarized values in a report?

Answer 8

Conditional Formatting

Question 9

We should use _______ when standard reporting cannot meet our requirements.

Answer 9

custom report types

We should use custom report types when standard reporting cannot meet our requirements.

Question 10

Requirements that include the need to restrict, reorganize or rename fields are indicators that you will need a _______.

Answer 10

custom report type

Requirements that include the need to restrict, reorganize or rename fields are indicators that you will need a custom report type.

Question 11

How can you restrict certain users’ ability to view a dashboard?

Answer 11

Restrict the access to the folder where the dashboard is located.

Question 12

What two things happen when you select the setting “View Dashboard As Another Person”?

Answer 12

The “View Dashboard As” setting is fixed to a specific user. AND
All dashboard viewers will see dashboard data based on the access level of the “View Dashboard As” user.

Question 13

How can you ensure you are looking at the latest dashboard data? Name two ways.

Answer 13

Check the dashboard timestamp OR Refresh the dashboard

Question 14

The VP of Sales would like to receive a dashboard daily. Her team should also receive the dashboard. A role hierarchy has been created so that the role of the VP of Sales is above her subordinate’s role. How can this be achieved?

Answer 14

Create a dashboard subscription and share with the VP of Sales role and subordinates.

Question 15

You have created a report that shows all Opportunities. You would like to see Opportunities by Account. What should you do?

Answer 15

Add a grouping

Question 16

What is a bucket column in Salesforce reporting?

Answer 16

Used in reports to categorize and group report values.

Question 17

You can easily categorize report records without creating a formula or a custom field by _______.

Answer 17

You can easily categorize report records without creating a formula or a custom field by using bucket columns.
When you create a bucket column, you determine categories (buckets) used to group report values. For example, you might categorize opportunity likelihood of winning based on ‘Probability %’ as ‘Low’, ‘Medium’ or ‘High’. You can sort, filter, and group by bucket columns.

Question 18

You would like to see a report of opportunities with or without products. How can this be achieved?

Answer 18

Create a custom report … Standard reports are capable of displaying ‘with’ relationships. For example, there is a standard report ‘Opportunities with Products’. However, standard reports do not do ‘with/without’ relationships and therefore a custom report type is required.

Question 19

A _______ in Salesforce combines reports that have different report types, within a single view, appearing like one single report so that you can get a more holistic data view.

Answer 19

Joined Report

A Joined Report in Salesforce combines reports that have different report types, within a single view, appearing like one single report so that you can get a more holistic data view.

Question 20

You would like to identify Accounts with open Opportunities and open cases, displaying the details side by side. How could this be achieved in a report?

Answer 20

Joined Report

Question 21

When you subscribe to a dashboard, the schedule frequency can be set to …

Answer 21

Daily, Weekly or Monthly.

Question 22

Using _______, an Administrator can create a single dashboard instead of multiple dashboards, as each user will only see data they have access to based on their security and sharing settings.

Answer 22

dynamic dashboards

Using dynamic dashboards, an Administrator can create a single dashboard instead of multiple dashboards, as each user will only see data they have access to based on their security and sharing settings.

Question 23

Dynamic dashboards can be configured by editing the dashboard properties and selecting _______.

Answer 23

View Dashboard As ‘The dashboard viewer’

Dynamic dashboards can be configured by editing the dashboard properties and selecting View Dashboard As ‘The dashboard viewer’.

Question 24

What dashboard property can be configured to ensure a user will only see data they have access to based on their security and sharing settings?

Answer 24

View Dashboard as “The dashboard viewer”

Question 25

_______ are similar to a spreadsheet and can be used to create lists of records or a list with a single grand total. They should be used where no grouping is required.

Answer 25

Tabular reports

Tabular reports are similar to a spreadsheet and can be used to create lists of records or a list with a single grand total. They should be used where no grouping is required.

Question 26

The Marketing Manager has asked you to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use?

Answer 26

Tabular

Question 27

_______ allow users to group rows of data, view subtotals, and create charts. You can use this type for a report to show subtotals based on the value of a particular field.

Answer 27

Summary reports

Summary reports allow users to group rows of data, view subtotals, and create charts. You can use this type for a report to show subtotals based on the value of a particular field.

Question 28

Name three indicators that you will need a custom report type…

Answer 28

You have the need to
Restrict,
Reorganize or
Rename
Fields.