Salesforce Fundamentals (Obj 5) Flashcards
The head of sales has requested a report of all active accounts by the sales regions ‘EMEA’, ‘APAC’. and ‘NCSA’. A ‘Sales Region’ field does not exist, but a ‘Country’ field has been defined. The Admin determined that a bucket field can be added to the report and define which country is in which sales region. Which of the following options is the right way to use a bucket field? (1)
A.) This is not achievable with buckets
B.) Create a bucket field named ‘Sales Region’ containing buckets for ‘EMEA’, ‘APAC’, and ‘NCSA’
C.) To create buckets, a ‘Sales Region’ field must be set up first
D.) Create three different bucket fields for ‘EMEA’, ‘APAC’, and ‘NCSA’
B.) Create a bucket field named ‘Sales Region’ containing buckets for ‘EMEA’, ‘APAC’, and ‘NCSA’
Dashboards need to be refreshed to show the latest data. Which of the following statements do you have to keep in mind when scheduling dashboard refreshes? (2)
A.) Dashboard refresh notifications cannot be viewed offline in email clients
B.) Dashboard won’t refresh as scheduled if the running user doesn’t have access to the dashboard folder
C.) Dashboards won’t refresh if the month does not have the scheduled day
D.) You can schedule refreshes for dynamic dashboards
B.) Dashboards won’t refresh as scheduled if the running user doesn’t have access to the dashboard folder
C.) Dashboards won’t refresh if the month does not have the scheduled day
A company has a requirement to list any accounts with cases that have missed the SLA for resolution in a dashboard. The dashboard should be displayed in Lightning Experience and list the account name and the date on which the case was opened. Which dashboard component would be suitable for this requirement? (1)
A.) Guage
B.) Metric
C.) Lightning Table
D.) Report
C.) Lightning Table
Global Containers would like to ensure that users only get to see the reports that are relevant to them. Which option meets the requirement? (1)
A.) Sharing the individual report
B.) Defining report types
C.) Defining sharing rules
D.) Sharing the report folder
D.) Sharing the report folder
The Account reps want to be aware of the trend on the cases in the last calendar quarter related to each account they own. A summary report called ‘Cases Opened’ was created to report on cases opened in the last quarter. The Admin wants to make viewing the report data more efficient and accessible. How can this be achieved? (3)
A.) Embed the report chart using the page layout editor or Lightning App Builder
B.) Configure the Report Chart properties to filter data y Contact Account ID
C.) Install a Report Chart custom Lightning component from the AppExchange
D.) Build a Visualforce page to embed a report chart in the Account record page
E.) Ensure that a report chart is created for the ‘Cases Opened’ report
A.) Embed the report chart using the page layout editor or Lightning App Builder
B.) Configure the Report Chart properties to filter data by Contact Account ID
E.) Ensure that a report chart is created for the ‘Cases Opened’ report
A user attempts to delete a report but is unsuccessful as the report is currently referenced in a dashboard. What are the implications when a dashboard is deleted? (1)
A.) All the dashboard components used in the dashboard will also be deleted.
B.) The reports referenced in the dashboard will also be automatically deleted.
C.) The dashboard components must be deleted first before the dashboard can be deleted.
D.) The dashboard will be deleted, but the dashboard components are preserved.
A.) All the dashboard components used in the dashboard will also be deleted.
A new Sales and Marketing dashboard has been implemented for all sales users of Cosmic Marketing Inc. What is true regarding Lightning dashboard components? (2)
A.) A dashboard component is a visual representation of data in a report
B.) When clicking on a component, users are always navigated to the source report
C.) There are only 4 Lightning Experience dashboard components: bar charts, line charts, gauge charts, and donut charts
D.) In Lightning Experience, the smallest possible component that can be added in a dashboard is 1 row by 1 column
A new Sales and Marketing dashboard has been implemented for all sales users of Cosmic Marketing Inc. What is true regarding Lightning dashboard components? (2)
A.) A dashboard component is a visual representation of data in a report
B.) When clicking on a component, users are always navigated to the source report
C.) There are only 4 Lightning Experience dashboard components: bar charts, line charts, gauge charts, and donut charts
D.) In Lightning Experience, the smallest possible component that can be added in a dashboard is 1 row by 1 column
A.) A dashboard component is a visual representation of data in a report
D.) In Lightning Experience, the smallest possible component that can be added in a dashboard is 1 row by 1 column
What reporting feature can be used to quickly categorize report records without creating a formula or custom field? (1)
A.) Bucketing
B.) Report filters
C.) Matrix reporting
D.) Conditional highlighting
A.) Bucketing
A sales manager of ABC Technologies needs to compare two custom fields on the Account object, namely, ‘Next Payment Date’ and ‘Last Payment Date’ in a report. The report should only show the records on which the next payment date is earlier than the last payment date. Which solution should be used to meet this requirement? (1)
A.) Create and use a checkbox formula field.
B.) Create a joined report
C.) Configure a cross filter
D.) Use a field-to-filed fileter
D.) Use a field-to-filed filter
Which of the following is true about reports in Salesforce? (1)
A.) There is no limit to the number of bucket fields that can be allowed per report
B.) There is a limit to the number of custom reports that can be created
C.) Reports can be exported in any spreadsheet file format
D.) Reports can be scheduled to be sent automatically to subscribers via email
D.) Reports can be scheduled to be sent automatically to subscribers via email
A user wants to subscribe to a dashboard in Lightning Experience to receive its refreshed results every day by email. He would also like to send the results to two of his coworkers by adding them as subscribers. Which of the following statements are important to consider for adding other users as subscribers? (3)
A.) Dashboard subscriptions can be by a user, group or role-based
B.) Any user with access to the dashboard can add other users as subscribers.
C.) Only one other user can be added as a subscriber.
D.) Any filters applied to the dashboard are not applied to the emailed dashboard.
E.) Only a user who has permission to access the dashboard can be added as a subscriber.
A.) Dashboard subscriptions can be by a user, group or role-based
D.) Any filters applied to the dashboard are not applied to the emailed dashboard.
E.) Only a user who has permission to access the dashboard can be added as a subscriber.
An Admin added a new field to the Opportunity object. Which of the following statements are correct? (2)
A.) The new field will be automatically added to the existing Opportunities with Products report type.
B.) The new field cannot be added to the existing Opportunities with Accounts report type.
C.) The new field will be automatically added to all existing standard Opportunity report types.
D.) The new field will be automatically added to all existing custom report types.
A.) The new field will be automatically added to the existing Opportunities with Products report type.
C.) The new field will be automatically added to all existing standard Opportunity report types.
The Cosmic Computing call center manager has requested a new Case report to assist in the analysis of how long individual call center staff are taking to accept cases. ‘Case Accepted Time Stamp’ is an existing custom field that is populated when the call center agent accepts the case. How could this best be achieved using Lightning Report Builder? (1)
A.) Add the standard ‘Case Age’ field to the new report as this captures the difference between ‘Date/Time Opened’ and ‘Case Accepted Time Stamp’.
B.) Add a bucket column that calculates the difference between ‘Date/Time Opened’ and ‘Case Accepted Time Stamp’ in the new report.
C.) Add a row-level formula that calculates the difference between ‘Date/Time Opened’ and ‘Case Accepted Time Stamp’ in the new report.
D.) Create a new Case custom formula field that calculates the difference between ‘Date/Time Opened’ and ‘Case Accepted Time Stamp’, and add it to the new report.
C.) Add a row-level formula that calculates the difference between ‘Date/Time Opened’ and ‘Case Accepted Time Stamp’ in the new report.
An Admin has defined a master-detail relationship on the Job Application object to the Job Position object for a recruitment agency. A custom field has been created on the Job Position object to store the duration of a position in days. Which of the following features would be required to create a report that shows the duration of positions with applications created this year by each recruiter? (3)
A.) Summary Report
B.) Matrix Report
C.) Standard Report Type
D.) Field Filter
E.) Custom Report Type
A.) Summary Report
C.) Standard Report Type
D.) Field Filter
