Reporting and Dashboards

Question 1

How can the administrator set up a report for a sales rep to only see their own, but the financial manager to see all reps.

Answer 1

Set

Question 2

How many components can be added to a dashboard

Answer 2

20

Question 3

How do you limit that product managers can report on only opportunities in their product line?

Answer 3

A sharing rule based on criteria

Question 4

What report should an administrator use to display the number of contacts related to an account?

Answer 4

Summary report with a report formula

Question 5

What are the best ways to show top 10 accounts

Answer 5

tabular report with rows in set of 10
Summary report with a chart
summary report without a chart

Question 6

Which report is most like a spreadsheet and can be exported in csv

Answer 6

tabular report

Question 7

Which report is best for a dashboard

Answer 7

summary report

Question 8

What does a matrix report do?

Answer 8

A Matrix report allows you to group and summarize by both rows and columns. Its best for comparing totals when you have large amounts of data.

Question 9

What is a custom report vs a standard report

Answer 9

A custom reports gives you access to custom objects in Salesforce, or custom views of standard objects. A standard report gives you access to most Salesforce data. They are preconfigured combinations of objects.

Question 10

What is filter logic

Answer 10

ways to customize how existing filters apply to a report and in what order.