CSA Reports, Dashboards & Automation 3

Question 1

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

Accepted Answer

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

Answer

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

Question 2

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

Accepted Answer

Record-Triggered Flow

Answer

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

Question 3

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

Accepted Answer

Joined

Answer

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

Question 4

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

Accepted Answer

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

Answer

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

Question 5

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

Accepted Answer

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

Answer

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

(CSA) Certified Salesforce Administrator Practice Test