An administrator needs to create a report that shows Accounts that do NOT have any Opportunities. Which report feature should the administrator use?
A. Summary Report
B. Bucket Field
C. Cross Filter
D. Joined Report
C - Cross Filter
Cross Filters allow reports like:
“Accounts without Opportunities”
An administrator creates a Custom Report Type and selects: Accounts with Opportunities
What will the report return?
A. All Accounts, whether or not they have Opportunities
B. Only Accounts that have at least one related Opportunity
C. All Opportunities, even if no Account exists
D. Accounts and Opportunities regardless of relationship
B. Only Accounts that have at least one related Opportunity
A field is not visible in a report, even though the field exists on the object. What are two possible reasons? (Choose 2)
A. The field is not included in the Report Type
B. The field is hidden by Field-Level Security
C. The report format is Tabular
D. The user does not own the record
A. The field is not included in the Report Type
B. The field is hidden by Field-Level Security
An administrator needs to group Opportunity Amounts into ranges:
$0–$10,000
$10,001–$50,000
$50,001+
Without creating a new field, what feature should be used?
A. Summary Formula
B. Cross Filter
C. Bucket Field
D. Row-Level Formula
C. Bucket Field
Bucket fields allow grouping values without creating new fields.
What is the difference between a Report Formula and a Formula Field?
A. Report formulas calculate at the database level
B. Formula fields calculate only inside reports
C. Report formulas calculate only within that report
D. There is no difference
C. Report formulas calculate only within that report
Report formulas calculate only inside the report and do not store values in Salesforce.
A user has access to Opportunities but cannot open an Opportunity report. What is the most likely cause?
A. The report is too large
B. The report folder is not shared with the user
C. The user does not own the records
D. The report is a joined report
B. The report folder is not shared with the user
Report & Dashboard Folder settings:
*Manage = full permissions, can delete folder and add new members / remove members from folder
*Edit = can edit the report or dashboard, but cannot manage the folder or users
*View = View only, no editing
What is the primary difference between a Standard Dashboard and a Dynamic Dashboard?
A. Standard dashboards show real-time data
B. Dynamic dashboards run as the logged-in user
C. Dynamic dashboards can have more than 20 components
D. Standard dashboards ignore sharing rules
B. Dynamic dashboards run as the logged-in user
Explanation:
Dynamic dashboards run as “The Dashboard Viewer.” - can be manager or co-worker
An organization wants each sales rep to see only their own data in a dashboard without creating multiple dashboards. What should the administrator do?
A. Create separate dashboards for each user
B. Use dashboard filters
C. Create a Dynamic Dashboard
D. Schedule dashboard refresh
C. Create a Dynamic Dashboard
A manager wants to view a dashboard as one of their team members. Which setting allows this?
A. Dashboard Filter
B. Subscribe
C. View Dashboard As
D. Bucket Field
C. View Dashboard As
How many source reports can a dashboard contain?
A. 10
B. 15
C. 20
D. Unlimited
C. 20
Up to 20 reports can be on a Dashboard.
What must a source report include to support a stacked bar chart component?
A. At least one filter
B. Two groupings
C. A summary formula
D. A bucket field
B. Two groupings
Must be grouped by Column & Rows
An administrator needs to hard delete 150,000 records. Which tool should be used?
A. Data Import Wizard
B. Data Loader
C. Weekly Export
D. Mass Delete Wizard
B. Data Loader
What happens when you delete a record?
A. Record is permanently removed
B. Record is archived
C. Record goes to the Recycle Bin for 15 days
D. Record is hard deleted
C. Record goes to the Recycle Bin for 15 days
A dashboard is set to run as a specific manager. All users see the same data. What type of dashboard is this?
A. Dynamic Dashboard
B. Joined Dashboard
C. Standard Dashboard
D. Filtered Dashboard
C. Standard Dashboard
A validation rule prevents saving a record when:
A. The formula evaluates to FALSE
B. The formula evaluates to TRUE
C. The field is blank
D. The record owner changes
B. The formula evaluates to TRUE
Two parts to a validation rule:
Error Condition Formula & Error Message
