CSA Reports, Dashboards & Automation

Question 1

What is the main purpose of a Salesforce report?

Accepted Answer

Analyze data with filters

Answer

Export layouts

Answer

Create page templates

Answer

Upload files

Question 2

What component allows visualization of multiple reports on one screen?

Accepted Answer

Dashboard

Answer

Schema Builder

Answer

Validation Rule

Answer

Object Manager

Question 3

What report format displays data in a grid with groupings?

Accepted Answer

Summary

Answer

Tabular

Answer

Matrix

Answer

Pivot

Question 4

Which tool allows automation of repetitive tasks in Salesforce?

Accepted Answer

Workflow rules

Answer

Custom fields

Answer

Validation rules

Answer

List views

Question 5

What replaces Workflow and Process Builder in modern automation?

Accepted Answer

Analytics Builder

Answer

Email Studio

Answer

Flow

Answer

Data Loader

Question 6

What defines the criteria that must be met to trigger a flow?

Accepted Answer

Entry condition

Answer

Email alert

Answer

Process action

Answer

Page layout

Question 7

How can dashboards be made visible only to specific users?

Accepted Answer

Use dashboard folder permissions

Answer

Disable fields

Answer

Enable Chatter

Answer

Share report links

Question 8

What type of chart best shows progress toward a goal?

Accepted Answer

Gauge chart

Answer

Line chart

Answer

Bar chart

Answer

Scatter chart

Question 9

How can automation help sales reps with lead follow-up?

Accepted Answer

Send task reminders

Answer

Deactivate records

Answer

Run validation

Answer

Archive contacts