Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values displayed on the dashboard. What are the two reasons this is likely to occur? (Choose 2 answers)
A. The report needs to be refreshed.
B. The dashboard needs to be refreshed.
C. The current user does not have access to the report folder.
D. The running dashboard user and viewer have different permissions.
B. The dashboard needs to be refreshed.
D. The running dashboard user and viewer have different permissions.
The VP of Sales at Dreamhouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key piece of data is the total of all sales for the year and the progress to the enterprise sales goal. What dashboard component will effectively show this number and the proximity to the total goal as a single value?
A. Table
B. Stacked Bar
C. Donut
D. Gauge
D. Gauge
A sales rep has left the company and an administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is. Which tool should an administrator use to accomplish this?
A. Data Loader
B. Mass Transfer Tool
C. Data Import Wizard
D. Dataloader.io
B. Mass Transfer Tool
A sales rep has a list of 300 accounts with contacts that they want to load at one time. Which tool should the administrator utilize to import the records to Salesforce?
A. Workflow
B. Data Loader
C. Manual Import
D. Data Import Wizard
D. Data Import Wizard
Cloud Kicks wants a report to categorize accounts into small, medium, and large based on the dollar value found in the Contract Value field. What feature should an administrator use to meet this request?
A. Detail Column
B. Bucket Column
C. Group Rows
D. Filter Logic
B. Bucket Column
Executives at Cloud Kicks have reported that their dashboards are showing inaccurate data. The administrator has discovered users have been changing the source reports. Which two actions should the administrator take to preserve the integrity of the source reports? (Choose 2 answers)
A. Create a new report folder with viewer access.
B. Move the dashboard to the user’s private folder.
C. Move the dashboard reports to the view-only folder.
D. Change the dashboard to be a dynamic dashboard.
A. Create a new report folder with viewer access.
C. Move the dashboard reports to the view-only folder.
An administrator is on a tight deadline to create dashboards for the sales and marketing teams at AW Computing. What should the administrator do to meet the deadline without increasing the budget?
A. Train someone on the sales and marketing teams to build dashboards.
B. Check the AppExchange for prebuilt solutions that can be easily customized.
C. Hire a consultant to build the custom dashboards.
D. Build the dashboards manually to meet the deadline.
B. Check the AppExchange for prebuilt solutions that can be easily customized.
Northern Trail Outfitters has the Case object set to private. The support manager raised a concern the reps have a broader view of data than expected and can see all cases on their group dashboards. What could be causing reps to have inappropriate access to data on dashboards?
A. Dashboard Filters
B. Dashboard Subscriptions
C. Dynamic Dashboards
D. Public Dashboards
C. Dynamic Dashboards
Northern Trail Outfitters has been tracking its customers’ orders in a custom object. A sales manager wants to create a report to see all open opportunities and related orders. What feature should the administrator configure?
A. Dashboard Filters
B. Joined Report
C. Custom Report Type
D. Cross-Object Formula
C. Custom Report Type
DreamHouse Realty wants to create a report that shows all Accounts with or without related Opportunities. What type of report should the administrator create?
A. Joined Report
B. Tabular Report
C. Summary Report
D. Custom Report Type
D. Custom Report Type
DreamHouse Realty wants a report that shows the number of Cases created per week for the past 3 months. Which feature should the administrator use?
A. Custom Report Type
B. Summary Report with Grouping
C. Tabular Report
D. Joined Report
B. Summary Report with Grouping