Reports, Dashboards & Automation Flashcards
7 cards from real CSA practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Reports, Dashboards & Automation flashcards as text
What is the maximum number of scheduled Flow runs that can be queued for a single Schedule-Triggered Flow?
Answer: 250,000
Salesforce allows up to 250,000 queued interviews per org for scheduled flows, subject to overall governor limits.
Which report feature lets users subscribe to get updated report results emailed on a recurring schedule?
Answer: Report Subscription
Report Subscriptions allow users to receive emailed report results automatically on a chosen schedule such as daily or weekly.
In Salesforce, an Approval Process is best used when:
Answer: A record requires human review and approval before status changes
Approval Processes route records to designated approvers and lock certain fields until the record is approved or rejected.
Which element in Flow Builder is used to iterate over a collection of records and perform an action on each one?
Answer: Loop
The Loop element iterates through each item in a collection variable, allowing actions to be performed on each record.
A Salesforce dashboard chart is showing stale data. Which action will immediately refresh the dashboard data?
Answer: Click the Refresh button on the dashboard
Clicking the Refresh button on a dashboard forces an immediate refresh of all component data from the underlying reports.
What is a 'Report Snapshot' in Salesforce?
Answer: A scheduled job that captures report data and saves it as custom object records
Report Snapshots run a report on a schedule and store the results as records in a custom object, enabling historical trend analysis.
Which Flow Builder best practice helps avoid hitting governor limits when updating many records?
Answer: Perform DML operations outside loops using collections
Collecting records in a variable inside a loop and performing a single bulk DML outside the loop prevents hitting the 150 DML statement limit.
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Sources & references
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- help.salesforce.com — Exam information · verified Oct 2026
- help.salesforce.com — Test delivery, eligibility, fees · verified Oct 2026