Judith Gräve
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Quiz am Analytics - Reports and Dashboards, erstellt von Judith Gräve am 13/01/2018.

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Judith Gräve
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Analytics - Reports and Dashboards

Frage 1 von 54

1

What is true about dynamic dashboards?

Wähle eine der folgenden:

  • If a user wants to customise the dashboard, they should use a dynamic dashboard

  • A dynamic dashboard will refresh automatically several times a day

  • A dynamic dashboard will show data according to the user's security settings

  • In dynamic dashboards, the source reports used can vary according to the user

Erklärung

Frage 2 von 54

1

What is the maximum number of Components available on a Dashboard?

Wähle eine der folgenden:

  • 20

  • 10

  • 50

  • 5

Erklärung

Frage 3 von 54

1

The Sales Manager of Acme Shoes would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:

Wähle eine der folgenden:

  • All Salesforce Reports

  • Summary

  • Tabular

  • Matrix

Erklärung

Frage 4 von 54

1

An Acme Shoes Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use:

Wähle eine der folgenden:

  • Matrix

  • Tabular

  • Mailing

  • Summary

Erklärung

Frage 5 von 54

1

What type of report cannot be used to run a dashboard report?

Wähle eine der folgenden:

  • Summary

  • Matrix

  • Tabular

  • Tabular with Row Limit specified

  • None of the above

Erklärung

Frage 6 von 54

1

Which of the following chart type can an administrator use to compare opportunity amounts by rep and then by state?

Wähle eine der folgenden:

  • Gauge

  • Funnel

  • Stacked Bar Chart

  • Line Chart

Erklärung

Frage 7 von 54

1

What is determined by the running user of the dashboard?

Wähle eine der folgenden:

  • What data viewers of the dashboard will see

  • which users can access the dashboard

  • which users can access the source reports for the dashboard

  • which users can refresh a dashboard

Erklärung

Frage 8 von 54

1

What types of dashboard components display the grand totals from the bottom of a report?

Wähle eine oder mehr der folgenden:

  • Metric

  • Gauge

  • Table

  • Chart

Erklärung

Frage 9 von 54

1

Which of the following type of report allows you to group records by both row and column?

Wähle eine der folgenden:

  • Tabular

  • Summary

  • Matrix

  • Joined

Erklärung

Frage 10 von 54

1

Can a custom summary formula reference other summary formulas?

Wähle eins der folgenden:

  • WAHR
  • FALSCH

Erklärung

Frage 11 von 54

1

Which of the following type of report is a list of records with no subtotals?

Wähle eine der folgenden:

  • Tabular

  • Summary

  • Matrix

  • Joined

Erklärung

Frage 12 von 54

1

What is an option when customizing a report? (3 answers)

Wähle eine oder mehr der folgenden:

  • Add a filter

  • Schedule a refresh time

  • Add a gauge component

  • Add a grouping

  • Summarize fields

Erklärung

Frage 13 von 54

1

Which of the following is not a report format?

Wähle eine der folgenden:

  • Tabular

  • Mixed

  • Joined

  • Summary

  • Matrix

Erklärung

Frage 14 von 54

1

How many custom summary formulas can you have per report?

Wähle eine der folgenden:

  • 1

  • 5

  • 10

  • 25

  • 50

Erklärung

Frage 15 von 54

1

Salesforce supports the following report formats except which one?

Wähle eine der folgenden:

  • Joined

  • Tabular

  • Custom

  • Matrix

Erklärung

Frage 16 von 54

1

Which of the following settings can NOT be defined during report creation?

Wähle eine der folgenden:

  • Groupings

  • Data Sorting Parameters

  • Graphs

  • Data filters

Erklärung

Frage 17 von 54

1

A user would like a report that includes data from Acounts and a custom object. What should the administrator do?

Wähle eine der folgenden:

  • Create a matrix report

  • Create a summary report

  • Define a new report type that includes accounts and the custom object

  • Create a joined report and join Accounts and the custom object

Erklärung

Frage 18 von 54

1

What is true regarding the refresh of dashboards?

Wähle eine oder mehr der folgenden:

  • A dashboard is refreshed each time it is displayed

  • A user can refresh the dashboard on demand by clicking the refresh button

  • A dashboard can be scheduled to refresh hourly, daily, weekly or monthly

  • After a scheduled dashboard refresh, it can be emailed automically to a group of users

Erklärung

Frage 19 von 54

1

What is true about the running user for a dashboard?

Wähle eine oder mehr der folgenden:

  • The dashboard will only display for the running user

  • The running user's security settings will determine the data that is displayed

  • If a user drills down into a source report, the report will displa data based on the running user's security settings

  • The running user can be changed on the dashboard view page by authorized users

Erklärung

Frage 20 von 54

1

A dashboard shows data from source reports in the form of visual components. These components ould be all except for which one?

Wähle eine der folgenden:

  • Charts

  • Gauges

  • Visual Force pages

  • Custom Report Type

Erklärung

Frage 21 von 54

1

What does the report type determine when a new report is created? (Choose 3)

Wähle eine oder mehr der folgenden:

  • Whether the report will be tabular, summary, or matrix

  • Whether the report can be displayed in a dashboard

  • The fields available to include in the report

  • The object included in the report

  • The default columns in the report

Erklärung

Frage 22 von 54

1

Sales executives at Universal Containers need to view a chart that displays opportunities grouped by stage and then by region. What chart type can a system administrator use to accomplish this?

Wähle eine der folgenden:

  • Gauge

  • Bar

  • Funnel

  • Donut

Erklärung

Frage 23 von 54

1

Which statement about report folders is true? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Users with the "Manage Public Reports" Permission can create report folders

  • System administrators can access reports saved in user's personal folders

  • Each user has a personal folder for email templates, reports and documents

  • Chatter Free users can access report folders but cannot see results returned in reports

Erklärung

Frage 24 von 54

1

What is a valid relationship type between objects A and B when defining a custom report type? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Each A record must have at least one related B record

  • Each A record must have exactly one related B record

  • Each A record does not have any related B records

  • A records may or may not have related B records

Erklärung

Frage 25 von 54

1

How can a system administrator grant users access to dashboards? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Share folders with Public Groups

  • Share folders with roles

  • Create and share data categories

  • Designate running users

Erklärung

Frage 26 von 54

1

Which data can be highlighted in a report using conditional highlighting? (Choose 3)

Wähle eine oder mehr der folgenden:

  • Grand Totals

  • Summarized Totals

  • Date Fields

  • Grouped by field names

  • Summary Formulas

Erklärung

Frage 27 von 54

1

What must a system administrator consider when setting up the running user for a dashboard? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Data access permissions determine what data the users can view in the source reports

  • The running user determines the data displayed in the components on the dashboard

  • Only users in the same role as the running user can view the dashboard

  • The running user becomes the default owner of the dashboard

Erklärung

Frage 28 von 54

1

Where can conditional highlighting be used? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Matrix Reports

  • Tabular Reports

  • Summary Reports

  • Enhanced List Views

Erklärung

Frage 29 von 54

1

Universal Containers set the organization-wide-default setting for opportunities to private. Which records will an opportunity pipeline report return?

Wähle eine der folgenden:

  • Opportunities owned by the user running the report and the users below them in the role hierarchy

  • Opportunities for the entire sales organization regardless if the user running the report

  • Opportunities for which the user running the report is also the account owner

  • Opportunities owned by the user running the report and user in the same role in the role hierarchy

Erklärung

Frage 30 von 54

1

A sales user needs to create and modify all public reports. The user has the “Create and Customize Reports” permission on his profile. How can the system administrator provide the correct access?

Wähle eine der folgenden:

  • Add the "Manage Public Reports" permission to the user's profile

  • Enable the report builder feature for the user

  • Grant the user access to the appropriate report folders

  • Add the "Manage Custom Report Types" permission to the user's profile

Erklärung

Frage 31 von 54

1

Which dashboard component can display data from the summary rows of a report? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Table

  • Chart

  • Metric

  • Gauge

Erklärung

Frage 32 von 54

1

What does a custom report type determine? (Choose 2)

Wähle eine oder mehr der folgenden:

  • The objects that are available when building a report

  • The custom summary formulas displayed in a resulting report

  • The report format of the resulting report

  • The fields that can be used as columns when building a report

Erklärung

Frage 33 von 54

1

What option is available when scheduling a dashboard refresh?(Choose 3)

Wähle eine oder mehr der folgenden:

  • Schedule the dashboard to refresh in different time zones

  • Send a refresh notification to internal users who have access to the dashboards

  • Schedule the dashboards to refresh quarterly

  • View and remove the dashboard refresh from the scheduled jobs page

  • Send refresh notification to portal users who have access to the dashboard

Erklärung

Frage 34 von 54

1

Which type of chart can be used to display summary values from two different levels of grouping in a report?(Choose 2)

Wähle eine oder mehr der folgenden:

  • Funnel chart

  • Donut chart

  • Grouped line chart

  • Stacked bar chart

Erklärung

Frage 35 von 54

1

What will occur when a system admin creates a dynamic dashboard?

Wähle eine der folgenden:

  • the data displayed varies based on the user viewing the dashboard

  • the dashboard component resizes based on the device used to view it

  • the dashboard automatically sends an email when the underlying data changes

  • the dashboard refreshes automatically whenever the underlying data changes

Erklärung

Frage 36 von 54

1

Which statement about the custom summary formulas in reports in true? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Custom summary formulas can reference another custom summary formula

  • Reports can be grouped by a custom summary formula result

  • Custom summary formulas can be used in a report built from a custom report type

  • Custom summary formulas can reference a formula field within a report

Erklärung

Frage 37 von 54

1

The following are true about scheduling and emailing reports

Wähle eine der folgenden:

  • The running user determines whose data is visible on the report.

  • The running user must have access to the folder in which the report is saved.

  • All email recipients must have access the folder the report is saved to.

  • The report is emailed within 30 minutes of the Preferred Start Time

  • All of the above

Erklärung

Frage 38 von 54

1

What is capability of joined reports? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Add joined report to Dashboard

  • Schedule and email report

  • Add conditional highlighting to the Data

  • Export the data to spreadsheet

Erklärung

Frage 39 von 54

1

What is true about the running user? Choose 3

Wähle eine oder mehr der folgenden:

  • The running user's security settings determine which data to display in a dashboard

  • If you have "View All Data" you can only choose yourself to run as specified user

  • When the "Run as specified user" setting is specified, the dashboard runs using the security settings of that single, specific user

  • With the "Run as logged-in user" a dynamic dashboard runs using the security setting of the user viewing the dashboard

Erklärung

Frage 40 von 54

1

Which is a consideration when creating a drill-to-detail dashboard component?

Wähle eine der folgenden:

  • The dashboard component type must be a gauge.

  • Drill-to-detail must be enabled on the custom report type.

  • The source report must be stored in the drill-to-detail folder.

  • The source report must be grouped by record name, record owner, or feed post.

Erklärung

Frage 41 von 54

1

WHICH OF THE FOLLOWING CANNOT BE USED AS A SOURCE REPORT FOR THE ANALYTICAL (now: reporting) SNAP SHOT?

Wähle eine der folgenden:

  • TABULAR REPORTS

  • SUMMARY REPORTS

  • MATRIX REPORTS

  • ALL CAN BE USED

Erklärung

Frage 42 von 54

1

What is the capability of dashboard filters? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Filters can be added to dynamic dashboards

  • Scheduling or emailing a filtered dashboard returns filtered data.

  • Filters can be added to dashboard containing Visualforce.

  • Snapshots of filtered dashboard components can be posted to Chatter.

Erklärung

Frage 43 von 54

1

A Dashboard is a visual representation of data from multiple reports and (choose all that apply)

Wähle eine oder mehr der folgenden:

  • Is comprised of up to 20 components

  • Displays data from standard reports

  • Has a running user to determine what data is visible

  • Displays data as of the last time the dashboard was refreshed

  • Always shows up to date data

  • Can be scheduled to be refreshed and emailed automatically

Erklärung

Frage 44 von 54

1

A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard. How would an administrator enable this? (Choose two)

Wähle eine oder mehr der folgenden:

  • Grant the sales manager the "Drag-and-Drop Dashboard Builder" permission

  • Create the dashboard as dynamic dashboard

  • Grant the sale manager the "Manage Dynamic Dashboards" permission

  • Grant the sales manager the "View My Teams Dashboards" permission

Erklärung

Frage 45 von 54

1

Which is a feature of combination charts? (Choose 2)

Wähle eine oder mehr der folgenden:

  • Display more than one summary value in chart

  • Add a third axis range to the chart

  • Display data from multiple reports in a chart

  • Add a second axis range to a chart

Erklärung

Frage 46 von 54

1

Select the best component to use if you want to list the top five sales performers on a dashboard.

Wähle eine der folgenden:

  • Chart

  • Table

  • Gauge

  • Metric

Erklärung

Frage 47 von 54

1

What does the primary object in a custom report type determine? (Choose 2)

Wähle eine oder mehr der folgenden:

  • The unrelated objects that can be selected in the report builder

  • The category in which the report type will appear in the report builder

  • The show filter values available when running a report

  • The secondary objects that can be selected in the report type

Erklärung

Frage 48 von 54

1

Folders are used to manage

Wähle eine der folgenden:

  • Either Reports, Price Books, Documents. or Email templates

  • Either Reports, Dashboards, Documents, or Products

  • Either Reports, Dashboards, Documents, or Email templates

  • Either Reports, Dashboards, Documents, or Other Folders

Erklärung

Frage 49 von 54

1

WHAT SHOULD BE THE ADVANCED FILTER CONDITIONS TO MEET THE REQUIREMENT "FIND CONTACTS OWNED BY POO THAT HAVE A TITLE OF CFO, FUNCTIONAL ROLE OF CFO, OR REPORTS TO THE CFO?"
1) TITLE EQUALS CFO
2) FUNCTIONAL ROLE EQUALS CFO
3) REPORTS TO EQUALS CFO
4) CONTACT OWNER CONTAINS POO

Wähle eine der folgenden:

  • (1 OR 2 OR 3) AND 4

  • (4 AND (2 OR 3)) OR 1

  • (1 OR 2 OR (3 AND 4)

  • (1 AND (2 OR 3)) OR 4

Erklärung

Frage 50 von 54

1

Jim is a sales manager for an internal products company. He has asked sales operations to provide a report that groups leads by company size:

Small (Less than 50)
Medium (Between 51 and 500)
Enterprise (501 and More)

This data is currently captured in the standard numeric lead field "No. of Employees".

What feature of Salesforce.com can you leverage to generate this report?

Wähle eine der folgenden:

  • Custom Summary Formulas

  • Bucketing

  • Cross Filters

  • Dashboards

Erklärung

Frage 51 von 54

1

Julie is a sales manager for ABC Products, Inc. She would like to run a report that shows the total value of won opportunities summarized by sales rep (opportunity owner).

What is the least complicated report format that would meet this need?

Wähle eine der folgenden:

  • Matrix

  • Joined

  • Tabular

  • Summary

Erklärung

Frage 52 von 54

1

You are the Salesforce administrator for your organization, and you have been asked to evaluate the distribution of account records among the sales staff.

The sales operations manager would like to start by seeing a report that displays account ownership per sales rep as a percentage of the total number of accounts.

For example:
100 Accounts Total
Rep A - 9 Records / 9%
Rep B - 14 Records / 14%
Rep C - Etc.

What feature of Salesforce.com can be leverage to perform this type of analytics?

Wähle eine der folgenden:

  • Custom Formula Fields

  • Bucketing

  • Custom Summary Formulas

  • Matrix Report

Erklärung

Frage 53 von 54

1

A group of executives within your organization would like a variety of summary-level information emailed to them on a weekly basis. Examples of the type of information they are looking for include the following:

Number of opportunities created this week, summarized by sales rep
Amount of opportunities closed/won this week, summarized by sales rep
Total current sales pipeline in USD, summarized by stage
What would be the best way to meet this need for the executive staff?

Wähle eine der folgenden:

  • Create a dashboard with the required metrics and schedule it for weekly delivery to the appropriate users.

  • Create several reports and schedule them for email delivery to the appropriate users.

  • Create a dashboard and manually refresh and email the dashboard to the appropriate users on a weekly basis.

  • Create a custom report type and schedule it for weekly email delivery.

Erklärung

Frage 54 von 54

1

What relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?

Wähle eine der folgenden:

  • Each contact must have a related account

  • Each account may or may not have related contacts

  • Each account must not have related contacts

  • Each contact may or may not have a related account

Erklärung

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