Salesforce Fundamentals II

Question 1

How can it be ensured that a dashboard is not accessed by someone not authorised?

Answer 1

Store the dashboard in a folder that is accessible only by the appropriate users.

Question 2

What are the different levels of access available for sharing a report or dashboard folder?

Answer 2

Viewer, Editor and Manager

Question 3

What are the different types of reports?

Answer 3

Tabular, Summary, Matrix and Joined

Question 4

Which report format can be used to display a Sales Rep Performance Scorecard?

Answer 4

Joined Report

Question 5

Which dashboard component(s) can be used to display a grand total?

Answer 5

Gauge and Metric

Question 6

Which report format does not support bucket fields and cross filters?

Answer 6

Joined Report

Question 6

Which report formats support custom summary formulas?

Answer 6

Summary, Matrix and Joined Report

Question 7

What impact does the sharing model have when running reports?

Answer 7

Security and sharing model settings are applied when running a report so users will only see data they have access to.

Question 8

What customization options are available in reports?

Answer 8

Define Filters, Define & Name Ranges in ‘Bucket’ fields, Summarize Number and Currency fields, Conditional Highlighting of summarized values, Custom Summary Formulas

Question 9

What data will a dashboard display?

Answer 9

A dashboard will display data a user has access to if defined as ‘dynamic’, or run as a ‘running user’ to display data that user has access to.

Question 10

What are the different dashboard components types?

Answer 10

Chart, gauge, metric, table and Visualforce

Question 11

When are dashboards refreshed?

Answer 11

Manually or scheduled to refresh daily, weekly or monthly

Question 12

Why would a custom report type be created?

Answer 12

To specify the types of related records included (with or without) and add additional fields e.g. fields related to a lookup

Question 13

What relationships are possible when creating custom report types?

Answer 13

‘With’ related records and ‘with or without’ related records

Question 14

How many levels can a custom report type have?

Answer 14

4 levels – a primary object and 3 related objects

Question 15

Are standard report types defined as ‘with’ or ‘without’ related records?

Answer 15

‘With’ related records

Question 16

After adding a group to a report in Lightning Experience, what can be shown or hidden from the bottom of the preview pane?

Answer 16

After adding a group, it is possible to show or hide detail rows, subtotals, and a grand total by toggling switches at the bottom of the preview pane.

Question 17

Which dashboard component in Lightning Experience can show up to 200 records and 10 columns from any field in a source report’s report type?

Answer 17

Lightning Table

Question 18

What are some of the capabilities that are available on the joined report run page in Lightning Experience?

Answer 18

Adding a chart, editing filters, adding the report to a dashboard, and sorting columns and groups

Question 19

In Lightning Experience, what is required for using a joined report as the data source for a dashboard component?

Answer 19

A chart must be added to the joined report.

Question 20

What is an action layout?

Answer 20

Action layouts are used to customize the layout of a page associated with an action.

Question 21

What is the difference between a global action and object-specific action?

Answer 21

A global action creates an unrelated record. An object-specific action creates a record associated with another record.

Question 22

What kind of actions can be defined for the Salesforce mobile app?

Answer 22

Global Actions, Object-Specific Actions and Custom Actions (Visualforce pages or Canvas Apps)

Question 23

How is the landing page configured in Salesforce mobile app?

Answer 23

The first item in the navigation menu becomes the landing page.

Question 24

What is a compact layout?

Answer 24

A compact layout determines the key fields that are displayed at the top of a record detail page.

Question 25

Can a user have a different page layout for the browser interface and Salesforce mobile app for the same object?

Answer 25

No, the same page layout is used for both the browser interface and Salesforce mobile app.

Question 26

How are related lists handled in the Salesforce mobile app?

Answer 26

The Related page displays the related lists for an object and clicking on a related list displays the first 4 fields of each record.

Question 27

What is displayed in the Apps section of the navigation menu?

Answer 27

Any items placed below the Smart Search Items when the navigation menu is customized

Question 28

How can the Salesforce mobile app be branded?

Answer 28

The background color, loading page color and loading page logo can be configured.