CSA Reports, Dashboards & Automation 2 — Questions and Answers
Question 1: Which dashboard component type is best suited for showing a single key metric like total revenue?
- Gauge
- Metric (Correct answer)
- Funnel
- Table
Correct answer: Metric
The Metric component displays a single aggregated value, making it ideal for highlighting one key number like total revenue.
Question 2: A report shows all Opportunities but a user only wants to see records they own. Which filter should be applied?
- Role filter
- My Team's filter
- My filter (Correct answer)
- Sharing filter
Correct answer: My filter
The 'My' standard filter limits report results to records where the running user is the owner.
Question 3: What is the maximum number of components that can be placed on a single Salesforce dashboard?
- 10
- 20 (Correct answer)
- 25
- 30
Correct answer: 20
A single Salesforce dashboard can contain a maximum of 20 components.
Question 4: Which automation tool in Salesforce can send an email alert when a record meets specified criteria without writing code?
- Apex Trigger
- Flow Builder (Correct answer)
- Process Builder (legacy)
- Workflow Rule
Correct answer: Flow Builder
Flow Builder is Salesforce's recommended no-code automation tool that can send email alerts based on record criteria.
Question 5: In a summary report, which feature allows you to calculate the percentage each group contributes to the overall total?
- Cross filter
- Bucket field
- Summary formula (Correct answer)
- Row-level formula
Correct answer: Summary formula
Summary formulas in summary and matrix reports can calculate percentages of subtotals relative to grand totals.
Question 6: A Salesforce admin wants to automatically assign a new Case to a specific queue based on the Case origin. Which feature should be used?
- Assignment Rules (Correct answer)
- Escalation Rules
- Auto-Response Rules
- Validation Rules
Correct answer: Assignment Rules
Case Assignment Rules automatically route Cases to users or queues based on criteria like Case Origin.
Question 7: Which report format allows you to group data by both rows and columns to create a grid-style summary?
- Tabular
- Summary
- Matrix (Correct answer)
- Joined
Correct answer: Matrix
Matrix reports support grouping by both rows and columns, producing a cross-tabulation grid.
CSA Reports, Dashboards & Automation 2
Which dashboard component type is best suited for showing a single key metric like total revenue?