Reports & Dashboards Flashcards
______, there are sample report and dashboard packages available from Salesforce labs
AppExchange
AppExchange best practice is to install first where?
Sandbox
How should an admin configure a report for each sales rep to see their own open opportunties?
Create a report filtered by My Opportunities
What type of chart shows individual lead information?
Grouped Bar Chart
What three report charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents?
Pie Chart, Donut Chart, and funnel chart
What should an admin configure to provide each sales rep a dashboard that shows their current opportunity pipeline?
Set the dashboards running user to the “the dashboard viewer”
What is the max number of components that can be added to a single dashboard?
20
What should the system admin do when users are unable to find a custom report type?
Make sure the new report type is deployed
Access to object is controlled by?
Profiles
___-____ sharing rules determine what records to share based on the field values other than ownership
Criteria- base
What report should an admin 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?
- Tublular report with rows to display 10
- summary report with a chart
- summary report wihtout a chart
What should an admin do to orgnaize the fields available on a report?
Create a custom report type
___ report is the simplest and fastest way to look at data
tubular
___ report is similar to a tabular report, but allow users also to group rows of data, view subtotals and create reports?
Summary
___ report allow you to group and summarize data by both rows and columns.
Matrix
What are the two report types?
Standard and custom
___ report type gives you access to the most SF data
Standard
Use___ logic to customize how existing filters apply to a report
filter
____ messaging delivery Queue shows message already sent and delivered
outbound
What queue should and admin monitor to verify that automated follow up emails are being sent?
paused flow interviews
Each workflow rules applies to a ____ object
single
How man members who dont have SF account can be added to a single email alert?
up to 5 additional emails
____is an application that can execute logic interact with the SF database, cal apex classes and collect data from users
Flow
___ actions can be object specific or global actions
quick
Every process includes a ____, which tells the process when to start
trigger
an___process automates how records are approved in SF.
approval process
what is an approval process must have what before its active?
at least one step
