Unit 1: Practice Reports and Dashboards Flashcards
A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities they have at any given time.
How should an administrator configure a report for each sales rep to see their own open opportunities?
CREATE A REPORT FILTERED BY MY OPPORTUNITIES.
This report shows a sales rep their own open opportunities.
Which three report charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents? (Choose three answers.)
Pie
Donut
Funnel
A finance user with the View All Data permission enabled sees no opportunities when opening a sales pipeline report. However, a sales rep sees opportunities as expected. Opportunities should be visible to only those with permission.
Which two actions should the administrator perform to ensure that the finance user sees opportunities in the pipeline report? (Choose two answers.)
SELECT SAVE HIERARCHY LEVEL ON THE PIPELINE REPORT.
UPDATE THE REPORT FILTER TO SHOW ALL OPPORTUNITIES.
What should an administrator configure to provide each sales rep a dashboard that shows their current Opportunity pipeline?
SET THE DASHBOARD RUNNING USER TO “THE DASHBOARD VIEWER.
This ensures that the dashboard shows data relevant to only the user viewing it.
A sales user wants to add components to their dashboard.
What is the maximum number of components that can be added to a single dashboard?
20
What should the system administrator do when users are unable to find a custom report type?
MAKE SURE THE NEW REPORT TYPE IS DEPLOYED.
Users are not able to access a custom report type if it hasn’t been deployed.
Ursa Major Solar uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy.
What should an administrator do to ensure that product managers can report on opportunities in their product line?
CREATE A SHARING RULE BASED ON CRITERIA.
Criteria-based sharing rules determine what records to share based on field values other than ownership.
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.
