Describe dashboards on Salesforce

Question 1

Describe dashboard components

Answer 1

Dashboards are composed of components that display different types of information. Components can include reports, charts, tables, gauges, and custom components. Users can select and arrange components based on their preferences and requirements.

Question 2

Describe report-based components

Answer 2

Dashboards can include report-based components, which display data from existing reports. These components can be linked to specific reports or report folders and automatically update as the underlying report data changes. Report-based components can be in the form of tables, charts, or summary views.

Question 3

Describe chart components

Answer 3

Dashboards provide various chart types to visualize data, such as bar charts, pie charts, line charts, funnel charts, and scatter plots. Users can select the appropriate chart type to represent data in a visually appealing and meaningful way.

Question 4

Describe table components

Answer 4

Table components in dashboards present data in tabular form, displaying rows and columns of information. Users can include field values, summaries, or calculated fields in the table. Table components are useful for displaying detailed data or comparing values across different dimensions.

Question 5

Describe gauge components

Answer 5

Gauge components in dashboards provide a way to visualize a single metric or key performance indicator (KPI) using a graphical representation. Gauges can represent progress towards a goal, performance ratings, or any other numeric measure. They help users quickly assess performance at a glance.

Question 6

Discuss data filters and drill-downs in dashboards

Answer 6

Dashboards allow users to apply filters to focus on specific data subsets or time periods. Filters can be applied to individual components or across the entire dashboard. Users can drill down into specific data points or click on components to access detailed reports and related records.

Question 7

Describe refreshing dashboards

Answer 7

Dashboards can display real-time data, ensuring that users see the most up-to-date information. Real-time data is particularly useful in monitoring current performance, tracking live campaigns, or analyzing real-time data feeds.