Judith Gräve
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Test sobre Analytics - Reports and Dashboards, creado por Judith Gräve el 13/01/2018.

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Judith Gräve
Creado por Judith Gräve hace más de 6 años
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Analytics - Reports and Dashboards

Pregunta 1 de 54

1

What is true about dynamic dashboards?

Selecciona una de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 2 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • 20

  • 10

  • 50

  • 5

Explicación

Pregunta 3 de 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:

Selecciona una de las siguientes respuestas posibles:

  • All Salesforce Reports

  • Summary

  • Tabular

  • Matrix

Explicación

Pregunta 4 de 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:

Selecciona una de las siguientes respuestas posibles:

  • Matrix

  • Tabular

  • Mailing

  • Summary

Explicación

Pregunta 5 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • Summary

  • Matrix

  • Tabular

  • Tabular with Row Limit specified

  • None of the above

Explicación

Pregunta 6 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • Gauge

  • Funnel

  • Stacked Bar Chart

  • Line Chart

Explicación

Pregunta 7 de 54

1

What is determined by the running user of the dashboard?

Selecciona una de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 8 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • Metric

  • Gauge

  • Table

  • Chart

Explicación

Pregunta 9 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • Tabular

  • Summary

  • Matrix

  • Joined

Explicación

Pregunta 10 de 54

1

Can a custom summary formula reference other summary formulas?

Selecciona uno de los siguientes:

  • VERDADERO
  • FALSO

Explicación

Pregunta 11 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • Tabular

  • Summary

  • Matrix

  • Joined

Explicación

Pregunta 12 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • Add a filter

  • Schedule a refresh time

  • Add a gauge component

  • Add a grouping

  • Summarize fields

Explicación

Pregunta 13 de 54

1

Which of the following is not a report format?

Selecciona una de las siguientes respuestas posibles:

  • Tabular

  • Mixed

  • Joined

  • Summary

  • Matrix

Explicación

Pregunta 14 de 54

1

How many custom summary formulas can you have per report?

Selecciona una de las siguientes respuestas posibles:

  • 1

  • 5

  • 10

  • 25

  • 50

Explicación

Pregunta 15 de 54

1

Salesforce supports the following report formats except which one?

Selecciona una de las siguientes respuestas posibles:

  • Joined

  • Tabular

  • Custom

  • Matrix

Explicación

Pregunta 16 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • Groupings

  • Data Sorting Parameters

  • Graphs

  • Data filters

Explicación

Pregunta 17 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 18 de 54

1

What is true regarding the refresh of dashboards?

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 19 de 54

1

What is true about the running user for a dashboard?

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 20 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • Charts

  • Gauges

  • Visual Force pages

  • Custom Report Type

Explicación

Pregunta 21 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 22 de 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?

Selecciona una de las siguientes respuestas posibles:

  • Gauge

  • Bar

  • Funnel

  • Donut

Explicación

Pregunta 23 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 24 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 25 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • Share folders with Public Groups

  • Share folders with roles

  • Create and share data categories

  • Designate running users

Explicación

Pregunta 26 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • Grand Totals

  • Summarized Totals

  • Date Fields

  • Grouped by field names

  • Summary Formulas

Explicación

Pregunta 27 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 28 de 54

1

Where can conditional highlighting be used? (Choose 2)

Selecciona una o más de las siguientes respuestas posibles:

  • Matrix Reports

  • Tabular Reports

  • Summary Reports

  • Enhanced List Views

Explicación

Pregunta 29 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 30 de 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?

Selecciona una de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 31 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • Table

  • Chart

  • Metric

  • Gauge

Explicación

Pregunta 32 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 33 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 34 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • Funnel chart

  • Donut chart

  • Grouped line chart

  • Stacked bar chart

Explicación

Pregunta 35 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 36 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 37 de 54

1

The following are true about scheduling and emailing reports

Selecciona una de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 38 de 54

1

What is capability of joined reports? (Choose 2)

Selecciona una o más de las siguientes respuestas posibles:

  • Add joined report to Dashboard

  • Schedule and email report

  • Add conditional highlighting to the Data

  • Export the data to spreadsheet

Explicación

Pregunta 39 de 54

1

What is true about the running user? Choose 3

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 40 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • 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.

Explicación

Pregunta 41 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • TABULAR REPORTS

  • SUMMARY REPORTS

  • MATRIX REPORTS

  • ALL CAN BE USED

Explicación

Pregunta 42 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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.

Explicación

Pregunta 43 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 44 de 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)

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 45 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 46 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • Chart

  • Table

  • Gauge

  • Metric

Explicación

Pregunta 47 de 54

1

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

Selecciona una o más de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 48 de 54

1

Folders are used to manage

Selecciona una de las siguientes respuestas posibles:

  • 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

Explicación

Pregunta 49 de 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

Selecciona una de las siguientes respuestas posibles:

  • (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

Explicación

Pregunta 50 de 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?

Selecciona una de las siguientes respuestas posibles:

  • Custom Summary Formulas

  • Bucketing

  • Cross Filters

  • Dashboards

Explicación

Pregunta 51 de 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?

Selecciona una de las siguientes respuestas posibles:

  • Matrix

  • Joined

  • Tabular

  • Summary

Explicación

Pregunta 52 de 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?

Selecciona una de las siguientes respuestas posibles:

  • Custom Formula Fields

  • Bucketing

  • Custom Summary Formulas

  • Matrix Report

Explicación

Pregunta 53 de 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?

Selecciona una de las siguientes respuestas posibles:

  • 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.

Explicación

Pregunta 54 de 54

1

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

Selecciona una de las siguientes respuestas posibles:

  • 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

Explicación

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