Get Cloudy Consulting'^'s dashboard shows all of the company's key performance indicators (KPls) in one view. The company's Salesforce associate is asked to add functionality that allows the dashboard to show all the same KPls for each of the regions.How should the associate add this functionality?
Answer(s): B
The associate should add a Region filter to the dashboard to show all the same KPIs for each of the regions. A dashboard filter allows users to change the data displayed on a dashboard without changing the underlying reports. Users can apply one or more filters to a dashboard and select the values they want to see. For example, a Region filter can show the KPIs for different regions, such as North America, Europe, Asia, etc.
What is the maximum number of rows a report will display?
The maximum number of rows a report will display is 3,000. If a report returns more than 3,000 rows, only the first 2,000 rows are displayed and the rest are truncated. To see all the rows, you can export the report to a CSV file
A sales manager requests a report that shows total opportunity amounts grouped by:· Small opportunities -- Amount is less than $50,000.· Medium opportunities -- Amount is between $50,000 and 5100,000.· Large opportunities -- Amount is more than $100,000.How should the Salesforce associate create a field to show the amount as described above?
Answer(s): A
The best way to create a field that shows the amount as described in the question is to use a bucket field off of Amount. A bucket field lets you group report values into categories without creating a formula or a custom field2. You can create a bucket field for any numeric, picklist, or text field in a report.
How should a Salesforce associate ensure a dashboard has the most current data?
To ensure a dashboard has the most current data, you need to click refresh on the dashboard page. Refreshing the browser or opening the dashboard will not update the data in the dashboard components3. You can also schedule a dashboard to refresh automatically at regular intervals
A Salesforce associate wants to refresh a report and email it to an executive team each week.Which functionality of Salesforce Reports should the associate use?
Answer(s): C
The functionality of Salesforce Reports that the associate should use to refresh a report and email it to an executive team each week is subscriptions. Subscriptions let you schedule reports to run at regular intervals and send notifications to you or other recipients by email or Chatter5. You can also set conditions for when the notifications are sent, such as when the report returns no results or the results change.
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