Reports, Dashboards & Automation Flashcards

What does the 'Dynamic Dashboard' feature allow in Salesforce?

Answer: Dashboards that display data based on the viewing user's security context

Dynamic Dashboards display data based on the security settings of the logged-in user viewing the dashboard rather than a fixed running user.

Which Flow type is triggered automatically when a record is created or updated in Salesforce?

Answer: Record-Triggered Flow

Record-Triggered Flows run automatically when a record is created, updated, or deleted based on defined conditions.

An admin needs a report that shows Accounts alongside related Opportunities in the same report. Which report format supports this?

Answer: Joined

Joined reports allow multiple report blocks from different report types to appear side-by-side in a single report.

What is the purpose of an Escalation Rule in Salesforce Service Cloud?

Answer: Automatically escalate cases that have not been resolved within a time threshold

Escalation Rules trigger actions—such as reassigning a case or sending a notification—when a case remains open beyond a defined time period.

In Salesforce reports, what is a 'Cross Filter' used for?

Answer: Filter records by a related child object's field without adding child columns

Cross filters let you filter a report's primary object based on related object criteria, such as Accounts with or without Opportunities.

Which Salesforce automation feature is specifically designed to send a time-dependent action, such as a follow-up email 3 days after a field changes?

Answer: Flow Scheduled Path

Scheduled Paths in Record-Triggered Flows allow time-delayed actions relative to a date/time field or record creation.

What happens to a dashboard's data when the 'Subscribe' feature is used?

Answer: Scheduled snapshots of dashboard data are emailed to subscribed users

Dashboard subscriptions send email snapshots of the dashboard on a scheduled basis to the subscribed users.