Data and Analytics Management (Obj. 3, 4, 5) Flashcards
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
B.) Schedule the report to be sent daily to a public group that contains all users
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
B.) The data shown is according to the viewing user’s security settings
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
C.) Define the sharing model as Private for the object reported on
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’
C.) Go to Dashboards and change the chart type in the dashboard component from bar to funnel
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
D.) Run as the dashboard viewer
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.
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
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
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
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’.
B.) Create a new custom report type of ‘Contacts with Inquiries with Activities.’
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
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
What report format cannot be used when creating reports with field groupings? (1)
A.) Tabular
B.) Matrix
C.) Summary
D.) Joined
A.) Tabular
How many child objects can be included in a custom report type? (1)
A.) 1
B.) 2
C.) 3
D.) 4
C.) 3
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.
C.) The records owned by the sales rep will be visible if access has been granted using hierarchies.
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
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
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
A.) xlsx
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
A.) A dashboard component can be linked to the Opportunities tab
D.) An opportunity report can be added directly to a dashboard