CSA Reports, Dashboards & Automation 2

Question 1

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

Accepted Answer

Metric

Answer

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?

Accepted Answer

My filter

Answer

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?

Accepted Answer

20

Answer

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?

Accepted Answer

Flow Builder

Answer

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?

Accepted Answer

Summary formula

Answer

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

(CSA) Certified Salesforce Administrator Practice Test