Data and Analytics Management (Obj. 3, 4, 5)

Question 1

A company wants to send a report to all employees on a daily basis. What is the simplest way to achieve this? (1)

A.) Schedule the report to be sent daily to all roles

B.) Schedule the report to be sent daily to a public group that contains all users

C.) Schedule the report and add all users

D.) Create a custom report based on a Visualforce page and write a trigger to send to all employees

Answer 1

B.) Schedule the report to be sent daily to a public group that contains all users

Question 2

What is true about dynamic dashboards? (1)

A.) It should be used if a user wants to customize the dashboard

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

C.) The source reports used can vary according to the user

D.) It will refresh automatically as scheduled

Answer 2

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

Question 3

The Admin at J.W. Computing has been invited to a business requirement gathering workshop. The Sales Manager has requested that when users run the same report, they should only be able to see data which they have access to. What should the Admin do to enable this? (1)

A.) This is not possible with Salesforce

B.) Define sharing model as Public read/write for the object reported on

C.) Define the sharing model as Private for the object reported on

D.) Create the same report with a different name for every user

Answer 3

C.) Define the sharing model as Private for the object reported on

Question 4

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

A.) Create a new dashboard with a funnel chart and delete the existing dashboard

B.) Create a new report with a funnel chart

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

D.) Go to the source report and change the chart type to ‘Funnel’

Answer 4

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

Question 5

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? (1)

A.) Run as the report user

B.) Run as an administrator user

C.) Run as a specified user

D.) Run as the dashboard viewer

Answer 5

D.) Run as the dashboard viewer

Question 6

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

A.) The new field cannot be added to the existing Opportunities with Accounts report type.

B.) The new field will be automatically added to the existing Opportunities with Products report type.

C.) The new field will be automatically added to all existing custom report types.

D.) The new field will be automatically added to all existing standard Opportunity report types.

Answer 6

B.) The new field will be automatically added to the existing Opportunities with Products report type.

D.) The new field will be automatically added to all existing standard Opportunity report types

Question 7

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

A.) Only standard reports can be scheduled

B.) Reports can be scheduled to be sent hourly, daily, or weekly

C.) Recipients of the report must be Salesforce users

D.) Data in the report may not be the same as the data the receiving user has visibility to

Answer 7

C.) Recipients of the report must be Salesforce users

D.) Data in the report may not be the same as the data the receiving user has visibility to

Question 8

An organization 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 Salesforce. How can this be achieved? (1)

A.) Create a new custom report type of ‘Activities with Inquiries with Contacts’.

B.) Create a new custom report type of ‘Contacts with Inquiries with Activities’.

C.) Select the existing report type of ‘Inquiries with Activities’.

D.) Select the existing report type of ‘Contacts with Inquiries’.

Answer 8

B.) Create a new custom report type of ‘Contacts with Inquiries with Activities.’

Question 9

A new Sales and Marketing dashboard has been implemented for all sales users of Cosmic Marketing Inc. What is true regarding Lightning dashboard components? (2)

A.) A dashboard component is a visual representation of data in a report

B.) When clicking on a component, users are always navigated to the source report

C.) There are only 4 Lightning Experience dashboard components: bar charts, line charts, gauge charts, and donut charts

D.) In Lightning Experience, the smallest possible component that can be added in a dashboard is 1 row by 1 column

Answer 9

A.) A dashboard component is a visual representation of data in a report

D.) In Lightning Experience, the smallest possible component that can be added in a dashboard is 1 row by 1 column

Question 10

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

A.) Tabular

B.) Matrix

C.) Summary

D.) Joined

Answer 10

A.) Tabular

Question 11

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

A.) 1

B.) 2

C.) 3

D.) 4

Answer 11

C.) 3

Question 12

In the Salesforce org used by Cosmic Solutions, the organization-wide default sharing setting of a custom object has been set to ‘Private’. A sales manager has access to a report folder that contains a report displaying several records of the custom object. Most of the records are owned by a sales rep. The sales manager is above the sales rep in the role hierarchy. Which of the following is true about the sales manager’s visibility to the records in the report? (1)

A.) The records owned by the sales rep will not be visible

B.) The records owned by the sales rep will be visible if they were created no more than a week ago.

C.) The records owned by the sales rep will be visible if access has been granted using hierarchies.

D.) The records owned by the sales rep will be visible regardless of sharing settings.

Answer 12

C.) The records owned by the sales rep will be visible if access has been granted using hierarchies.

Question 13

Super Computers Ltd. implemented Salesforce for managing their sales activities. The sales representatives are supervised by sales supervisors who report to John Hoover. John is a new regional sales manager that has just joined Super Computers. The Admin has created a report to display to John the performance of the sales representatives and the sales supervisors against the sales quota. John reported an issue that he gets an error related to ‘Insufficient Privileges’ when he clicks on a link to run the report. What could be possible reasons why? (3)

A.) The user does not have the ‘Run Other User Reports’ permission

B.) The user does not have the ‘Run Reports’ permission

C.) The user does not have the ‘Run All reports’ permission

D.) The user does not have access to the Forecast object which contains quota information

E.) The user does not have access to the report folder where the report is stored

Answer 13

B.) The user does not have the ‘Run Reports’ permission

D.) The user does not have access to the Forecast object which contains quota information

E.) The user does not have access to the report folder where the report is stored

Question 14

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

A.) xlsx

B.) xls

C.) csv

D.) xml

Answer 14

A.) xlsx

Question 15

The Admin of Cosmic Solutions is setting up a dashboard for sales managers in Lightning Experience. Which capabilities are available for creating the dashboard? (2)

A.) A dashboard component can be linked to the Opportunities tab.

B.) Two dashboard components can be joined together if they have a common source report

C.) A Lightning Table can add up to 4 groups and display up to 100 records

D.) An opportunity report can be added directly to a dashboard

Answer 15

A.) A dashboard component can be linked to the Opportunities tab

D.) An opportunity report can be added directly to a dashboard

Question 16

ABC 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 be run? (1)

A.) Enable ‘Grant Access Using Hierarchy’ for Contacts and run the report with the ‘All Contacts’ filter

B.) Run the Report with the ‘My Delegated Contacts’ filter

C.) Create a role hierarchy and run the report with the ‘My Team’s Accounts’ filter

D.) Create a role hierarchy, grant hierarchy access, and run the report with the ‘My Contacts’ filter

Answer 16

C.) Create a role hierarchy and run the report with the ‘My Team’s Accounts’ filter

Question 17

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? (1)

A.) Summary

B.) Two Column

C.) Tabular

D.) Matrix

Answer 17

A.) Summary

Question 18

An Admin using Lightning Experience needs to get a listing of all accounts in csv format. What options does the Admin have? (3)

A.) Run an account report and use the ‘Printable View’ button

B.) Run an account report and use the ‘Export’ button

C.) Run an account report and use the ‘Save As’ button

D.) Use the Data Export function

E.) Export account data using Data Loader

Answer 18

B.) Run an account report and use the ‘Export’ button

D.) Use the Data Export function

E.) Export account data using Data Loader

Question 19

Super Computers Inc. stores purchase information in a custom object. The purchase manager 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? (2)

A.) Tabular Report

B.) Summary Report

C.) Matrix Report

D.) Joined Report

Answer 19

A.) Tabular Report

B.) Summary Report

Question 20

A user wants to subscribe to a dashboard in Lightning Experience 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? (3)

A.) Any filters applied to the dashboard are not applied to the emailed dashboard

B.) Only a user who has permission to access the dashboard can be added as a subscriber.

C.) Only one other user can be added as a subscriber.

D.) Any user with access to the dashboard can add other users as subscribers.

E.) Dashboard subscriptions can be by a user, group or role-based

Answer 20

A.) Any filters applied to the dashboard are not applied to the emailed dashboard.

B.) Only a user who has permission to access the dashboard can be added as a subscriber

E.) Dashboard subscriptions can be by a user, group, or role-based

Question 21

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? (1)

A.) Schedule an open case report for a refresh so that it runs daily and sends its result via email to the manager.

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

C.) Create a flow that sends an automatic email to the manager based on custom criteria.

D.) Create a workflow rule with an automated action that sends an email alert to the manager.

Answer 21

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

Question 22

What is true regarding dashboards in Lightning Experience? (2)

A.) It is only possible to view the dashboard as a specific person or the person who has created the dashboards.

B.) The ‘View All Data’ permission allows choosing any user in the organization to be a running user of the dashboard.

C.) Dashboard viewers cannot choose whom they view the dashboard as.

D.) The person selected under ‘View Dashboard As’ determines what data is displayed in a dashboard.

Answer 22

B.) The ‘View All Data’ permission allows choosing any user in the organization to be a running user of the dashboard.

D.) The person selected under ‘View Dashboard As’ determines what data is displayed in a dashboard.

Question 23

Sherry Lara, an Admin. at D&B International, has been setting up the dashboard for the marketing team of her organization. They have given her a total of 27 reports from which she needs to create the dashboard. What is the maximum number of dashboard components that can be included in a dashboard? (1)

A.) 40

B.) 20

C.) 25

D.) 10

Answer 23

B.) 20

Question 24

When are dashboards refreshed? (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 24

C.) When a user clicks ‘Refresh’

D.) The Dashboard refresh frequency can be set per dashboard

Question 25

Which of the following are the report formats supported by Salesforce? (3)

A.) Matrix

B.) Custom

C.) Tabular

D.) Standard

E.) Joined

Answer 25

A.) Matrix

C.) Tabular

E.) Joined

Question 26

A Bluesky Marketing manager would like to generate a list of contacts for a mailing list. What report format would be the most appropriate to use? (1)

A.) Mailing

B.) Summary

C.) Matrix

D.) Tabular

Answer 26

D.) Tabular

Question 27

The Cosmic Computing call center manager has requested a new Case report to assist in the analysis of how long individual call center staff are taking to accept cases. ‘Cases 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? (1)

A.) Add the standard ‘Case Age’ field to the new report as this captures the difference between ‘Date/Time Opened’ and ‘Case Accepted Time Stamp’.

B.) Add a bucket column that calculates the difference between ‘Date/Time Opened’ and ‘Case Accepted Time Stamp’ in the new report.

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

D.) Create a new Case custom formula field that calculates the difference between ‘Date/Time Opened’ and ‘Case Accepted Time Stamp’, and add it to the new report.

Answer 27

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

Question 28

What is a report type? (1)

A.) A predefined listing of fields from an object

B.) A definition of objects and fields that can be used to build a report

C.) A way of grouping together similar reports

D.) An option to export an existing report in Salesforce

Answer 28

B.) A definition of objects and fields that can be used to build a report

Question 29

The Admin of Cosmic Solutions has built a dashboard that shows high-value accounts. A filter has been defined on the dashboard to allow the current user to select the minimum annual revenue. Users would like quick access to the filtered list of accounts based on the required filter value. For instance, some users want to quickly view accounts with annual revenue greater than or equal to 100,000. To meet this requirement, the admin has decided to create a custom URL that can be shared with the users. If there’s only one dashboard filter, what can be added as a filter parameter to the original dashboard URL to create the custom URL? (1)

A.) &fv0=100000

B.) &f1=100000

C.) &fv1=100000

D.) &f0=100000

Answer 29

A.) &fv0=100000

Question 30

A dashboard shows data from source reports in the form of visual components. Which of the following are examples of these components? (3)

A.) Charts

B.) Custom report types

C.) Visualforce pages

D.) Standard report types

E.) Gauges

Answer 30

A.) Charts

C.) Visualforce pages

E.) Gauges

Question 31

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

A.) Data filters

B.) Subscription settings

C.) Groupings

D.) Subscription Conditions

E.) Graphs

Answer 31

A.) Data filters

C.) Groupings

E.) Graphs

Question 32

What is true regarding the refresh of dashboards? (2)

A.) A user can refresh the dashboard on demand by clicking the refresh button

B.) A dashboard can be scheduled to refresh hourly, daily, weekly, or monthly

C.) A dashboard is refreshed each time it is displayed

D.) After a scheduled dashboard refresh, it can be emailed automatically to a group of users

Answer 32

A.) A user can refresh the dashboard on demand by clicking the refresh button

D.) After a scheduled dashboard refresh, it can be emailed automatically to a group of users

Question 33

What is true about the running user for a dashboard? (2)

A.) The dashboard will only display for the running user

B.) The running user’s security settings will determine the data that is displayed

C.) If a user drills down into a source report, the report will display data based on the running user’s security settings

D.) The running user can be changed on the dashboard view page by authorized users

Answer 33

B.) The running user’s security settings will determine the data that is displayed

D.) The running user can be changed on the dashboard view page by authorized users

Question 34

A real estate specialist hired by a company needs to view data of accounts and their related properties, which are records of a child custom object to the Account object, in a single report. The report should include accounts that may or may not have related properties. How should this report be created? (1)

A.) Create a matrix report to include Account records regardless of whether or not they have related properties

B.) Create a joined report displaying two Accounts reports using ‘with’ and ‘without’ cross-filters for the Property object.

C.) Create an Accounts report and select the ‘with or without’ option in the cross-filter settings for the Property object

D.) Create a custom report type that defines Accounts as the primary object and Properties as the secondary object

Answer 34

D.) Create a custom report type that defines Accounts as the primary object and Properties as the secondary object

Question 35

GN International Inc. uses Salesforce 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? (2)

A.) Account Fields

B.) Product schedule fields

C.) History fields

D.) Product fields

Answer 35

B.) Product schedule fields

C.) History fields

Question 36

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

A.) Add up to 10 blocks of report types

B.) Create cross-block summary formulas

C.) Rename and reorder blocks

D.) Group, filter, summarize, and update records

E.) Convert unjoined reports into joined reports

Answer 36

B.) Create cross-block summary formulas

C.) Rename and reorder blocks

E.) Convert unjoined reports into joined reports

Question 37

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

A.) Create a tabular report that show the same data and add it as a data source to a dashboard component

B.) Create a summary report that shows the same data and add it as a data source to a dashboard component

C.) Create a matrix report that show the same data and add it as a data source to a dashboard component

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

Answer 37

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