Reports & Dashboards

Question 1

______, there are sample report and dashboard packages available from Salesforce labs

Answer 1

AppExchange

Question 2

AppExchange best practice is to install first where?

Answer 2

Sandbox

Question 3

How should an admin configure a report for each sales rep to see their own open opportunties?

Answer 3

Create a report filtered by My Opportunities

Question 4

What type of chart shows individual lead information?

Answer 4

Grouped Bar Chart

Question 5

What three report charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents?

Answer 5

Pie Chart, Donut Chart, and funnel chart

Question 6

What should an admin configure to provide each sales rep a dashboard that shows their current opportunity pipeline?

Answer 6

Set the dashboards running user to the “the dashboard viewer”

Question 7

What is the max number of components that can be added to a single dashboard?

Answer 7

20

Question 8

What should the system admin do when users are unable to find a custom report type?

Answer 8

Make sure the new report type is deployed

Question 9

Access to object is controlled by?

Answer 9

Profiles

Question 10

___-____ sharing rules determine what records to share based on the field values other than ownership

Answer 10

Criteria- base

Question 11

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

Answer 11

Summary report with a report formula

Question 12

What are three reports that can be used to display a list of the top 10 accounts on a dashboard?

Answer 12

1. Tublular report with rows to display 10
2. summary report with a chart
3. summary report wihtout a chart

Question 13

What should an admin do to orgnaize the fields available on a report?

Answer 13

Create a custom report type

Question 14

___ report is the simplest and fastest way to look at data

Answer 14

tubular

Question 15

___ report is similar to a tabular report, but allow users also to group rows of data, view subtotals and create reports?

Answer 15

Summary

Question 16

___ report allow you to group and summarize data by both rows and columns.

Answer 16

Matrix

Question 17

What are the two report types?

Answer 17

Standard and custom

Question 18

___ report type gives you access to the most SF data

Answer 18

Standard

Question 19

Use___ logic to customize how existing filters apply to a report

Answer 19

filter

Question 20

____ messaging delivery Queue shows message already sent and delivered

Answer 20

outbound

Question 21

What queue should and admin monitor to verify that automated follow up emails are being sent?

Answer 21

paused flow interviews

Question 22

Each workflow rules applies to a ____ object

Answer 22

single

Question 23

How man members who dont have SF account can be added to a single email alert?

Answer 23

up to 5 additional emails

Question 24

____is an application that can execute logic interact with the SF database, cal apex classes and collect data from users

Answer 24

Flow

Question 25

___ actions can be object specific or global actions

Answer 25

quick

Question 26

Every process includes a ____, which tells the process when to start

Answer 26

trigger

Question 27

an___process automates how records are approved in SF.

Answer 27

approval process

Question 28

what is an approval process must have what before its active?

Answer 28

at least one step