Reporting and Automation Flashcards
What report should an administrator use to display the number of contacts related to an account?
Summary report with a report formula
What are three reports that can be used to display a list of the top 10 accounts on a dashboard?
Tabular report with Rows to Display set to 10
Summary report with a chart
Summary report without a chart
What should an administrator do to organize the fields available on a report?
Create a custom report type.
Tabular Report
This report is the simplest and fastest way to look at data. Similar to spreadsheets, it consist simply of an ordered set of fields in columns, with each matching record listed in a row. Use this report type for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.
Summary Report
This report is similar to a tabular report, but allow users also to group rows of data, view subtotals, and create charts. It can be used as the source report for dashboard components. Use this type of report to show subtotals based on the value of a particular field, or when you want to create a hierarchical list, such as all opportunities for your team, subtotal by Stage and Owner.
Matrix Report
Matrix reports allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type of report for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.
Report Type
Two kinds of report types:
• Standard report
• Custom report
Standard report type gives you access to most Salesforce data. For example, the opportunities report type gives you access to opportunity records and fields in your report.
Custom report type gives you access to custom objects in Salesforce, or custom views of standard objects, which an admin configures.
Filter Logic
Use filter logic to customize how existing filters apply to a report. Each filter is assigned a number. If you’d like your report to return records that meet the criteria of Filter 1 and either Filter 2 or Filter 3, use this filter logic: Filter 1 AND (Filter 2 OR Filter 3). Filter logic requires at least one field filter.
Ursa Major Solar wants to assign a task automatically to account managers when a customer’s agreement is about to expire.
How should an administrator configure this functionality?
Create a time-based workflow on account with a rule criteria of Agreement End Date > TODAY().
An administrator created a workflow rule that sends email alerts when a case with a high priority is created. A new support engineer who works remotely at Ursa Major Solar complains about not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts.
How can an administrator troubleshoot this issue?
Verify the user’s email address.
Ursa Major Solar wants to create a workflow rule to send an email alert to members of its board of directors, none of whom use Salesforce.
How many of the board members can be added to a single email alert?
Up to 5 additional email addresses can be added to the email alert.
Flow
A flow is an application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users.
Quick Action
Quick actions can be object-specific or global actions. Only Create, Update, and Log a Call actions are supported. You can also use actions in a process, and can only set values for fields that are part of the action’s layout.
Process Trigger
Every process includes a trigger, which tells the process when to start. How you configure that trigger depends on what type of process you’re creating—record change, event, invokable.
Approval process
An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.
