Data and Analytics Management (Objectives 3, 4, 5)

Question 1

what permission do you need to run reports?

Answer 1

run reports permission

Question 2

what do you need to view a report?

Answer 2

access to the folder, the object and run reports permission

Question 3

when can a workflow be triggered?

Answer 3

when a record is created or edited and meets a certain criteria

Question 4

How can subscribing to a report help in triggering notifications?

Answer 4

when an end user subscribes to a report it can trigger notifications based on conditions and frequency

Question 5

what permission do you need in order to add users to a report subscription

Answer 5

subscribe to dashboards: add recipients

Question 6

when and how can a report be refreshed

Answer 6

manually, it’s not done on display, or automatically daily,weekly,monthly

Question 7

newly created custom fields are add to what report type?

Answer 7

the standard report type of that object

Question 8

what report types can be used as sources to build a snapshot?

Answer 8

tabular or summary

Question 9

Joined reports are always exported in what file format?

Answer 9

xlsx because they are always exported as formatted reports instead of detail

Question 10

what is a formatted report

Answer 10

export the report as it appears in salesforce

Question 11

Dashboard choices to know
‘view dashboard as’
‘view all data’
‘dashboard viewer’

Answer 11

‘view dashboard as’: determines what data is displayed in a dashboard

‘view all data’:
They can choose any user in the organization to be a running user of the dashboard

‘dashboard viewer’: can be selected as the person who people view the dashboard as