Reports, Dashboards & Automation Flashcards

Which dashboard component type is best suited for showing a single key metric like total revenue?

Answer: Metric

The Metric component displays a single aggregated value, making it ideal for highlighting one key number like total revenue.

A report shows all Opportunities but a user only wants to see records they own. Which filter should be applied?

Answer: My filter

The 'My' standard filter limits report results to records where the running user is the owner.

What is the maximum number of components that can be placed on a single Salesforce dashboard?

Answer: 20

A single Salesforce dashboard can contain a maximum of 20 components.

Which automation tool in Salesforce can send an email alert when a record meets specified criteria without writing code?

Answer: Flow Builder

Flow Builder is Salesforce's recommended no-code automation tool that can send email alerts based on record criteria.

In a summary report, which feature allows you to calculate the percentage each group contributes to the overall total?

Answer: Summary formula

Summary formulas in summary and matrix reports can calculate percentages of subtotals relative to grand totals.

A Salesforce admin wants to automatically assign a new Case to a specific queue based on the Case origin. Which feature should be used?

Answer: Assignment Rules

Case Assignment Rules automatically route Cases to users or queues based on criteria like Case Origin.

Which report format allows you to group data by both rows and columns to create a grid-style summary?

Answer: Matrix

Matrix reports support grouping by both rows and columns, producing a cross-tabulation grid.