Exam #3

What set of steps must you follow to ask questions when creating a Custom Report? 1. Report Type 2. Scope 3. Columns 4. Grouping 5. Summaries 6. Filters 7. Highlights/Charts

1. Report Type What object & related objects do you want to report on? 2. Scope Whose records do you want to see and for what time frame? 3. Columns What columns do you want to see? 4. Grouping Which field(s) do you want to group by? 5. Summaries Which numerical field(s) do you want to display as group subtotals and grand totals? 6. Filters What additional filters do you want to limit the records to see? 7. Highlights/Charts Do you want to display summarized data with highlights or as charts?

What is an option when customizing a report? (choose 3 answers) A. Add a grouping. B. Add a filter. C. Add a gauge component. D. Schedule a refresh time. E. Summarize fields.

A. Add a grouping. B. Add a filter. E. Summarize fields.

Which statements about custom summary formulas in reports is true? (Choose 2 answers) A. Custom summary formulas can reference a formula field within a report B. Custom summary formulas can reference another custom summary formula C. Reports can be grouped by a custom summary formula result D. Custom summary formulas can be used in a report built from a custom report type

A. Custom summary formulas can reference a formula field within a report D. Custom summary formulas can be used in a report built from a custom report type

***What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object? A. Each account may or may not have related contacts B. Each account must have a related account C. Each contact may or may not have a related account D. each account must not have related contacts

A. Each account may or may not have related contacts

Which data can be highlighted in a report using conditional highlighting? (Choose 3 answers) A. Grand totals B. Summarized totals C. Data fields D. Grouped by field names E. Summary formulas

A. Grand totals B. Summarized totals E. Summary formulas

What is conditional highlighting for reports? A. Shows you visual highlights depending on a threshold B. You can set conditions C. Lets you make calculations on custom fields D. Users can highlight particularly interesting parts of a report

A. Shows you visual highlights depending on a threshold

Which chart type can be used to display summary values from two different levels of grouping in a report? (Choose 2 answers) A. Stacked bar chart B. Grouped line chart C. Donut chart D. Funnel chart

A. Stacked bar chart B. Grouped line chart

What does a custom report type determine? (Choose 2 answers) A. The objects that are available when building a report B. The report format of the result report C. The custom summary formulas displayed in a resulting report D. The fields that can be used as columns when building a report

A. The objects that are available when building a report D. The fields that can be used as columns when building a report

What is a bucket field? A. Used in reports to categorize and group report values B. A custom field that can be created to group values C. Used to group multiple workflows D. A custom field that can be created to store a finite amount of values

A. Used in reports to categorize and group report values

Case Teams: Pick 2 A. allow users to grant additional access to their cases and related records. B. Members can be users, contacts, or predefined case teams. C. Allow users to grant access to their cases and related records. B. Members can be predefined case teams.

A. allow users to grant additional access to their cases and related records. B. Members can be users, contacts, or predefined case teams.

Summary Reports

Allows users to group rows of data, view subtotals and create charts.

Matrix Reports

Allows you to group records both by row and column

Escalation Rule

Automatically re-routes a case and/or notifies a user if the case is not dealt with within a certain period of time.

What must you click to quickly change whose data you would like to see and which time frame should apply to a report? a. List View b. Filter-Symbol c. Create List View

B. Filter-Symbol

Where can conditional highlighting be used? (Choose 2 answers) A. Enhanced list views B. Matrix reports C. Summary reports D. Tabular reports

B. Matrix reports C. Summary reports

A 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: A. Summary B. Tabular C. Mailing D. Matrix

B. Tabular

Dashboard: A. a visual representation of data from one singe report. B. a visual representation of data from multiple reports. C. a visual representation of data

B. a visual representation of data from multiple reports.

Can you create a Joined Report format by: a. creating it in lightning by creating new reports b. converting existing unjoined reports into joined reports c. both

C. Both a. creating it in lightning by creating new reports b. converting existing unjoined reports into joined reports

Custom Reports are crated by: a. System administrator b. user with "manage custom report types" permission c. both

C. Both System Administrator & user with "manage custom report types" permission

A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meets this requirement: A. All Salesforce Reports B. Matrix C. Summary D. Tabular

C. Summary

What type of report cannot be used to populate a chart in a dashboard? A. Matrix B. Summary C. Tabular D. Joined

C. Tabular

Before Importing Files, what does the System Admin need to ensure? a. Clean B. Accurate C. all of the above

C. all of the above

Salesforce Data Loader A. an application for the bulk export of data b. An application for the bulk import of data c. An application for the bulk import or export of data.

C. is an application for the bulk import or export of data.

Cases with Case Teams: Who can add team members?

Case Owners

What is a case?

Description of a customer's feedback, problem ,or question. Use cases to track and solve your customers' issues

T/F Standard Sample Reports cannot be customized and saved as custom reports

FALSE They can be customized and saved as custom reports

T/F You CANNOT reference formula fields, but to other summary formulas?

FALSE You CAN reference formula fields, but NOT other summary formulas.

T/F Standard Sample Reports can be overwritten and deleted

FALSE They cannot be overwritten or deted

What turns a Tabular Report into a summary report?

Grouping on a field

What is the Support Process?

It is the Support Process for Cases, in which they detail the values for the Status field on cases.

Joined Report

Let you create different views of data from multiple report types.

Can you create groups of data or graphs with Tabular Report?

NO

Tabular Report

Simplest & fastest way to look at your data Consists of ordered set of fields in columns, with each matching a record in a row

Who can create predefined case teams?

System Administrators

Can Data Loader delete records from your system?

TRUE

Can you edit the components and dashboard properties as needed directly through overlays at the top of the dashboard?

TRUE

Can you use Summary Reports in dashboards?

TRUE

Cases with Case Teams: T/F Administrators can create predefined case teams.

TRUE

Cases with Case Teams: T/F Administrators define member roles.

TRUE

Cases with Case Teams: T/F Case owners add team members

TRUE

Conditional highlighting can only apply to summary rows and to numerical analysis only

TRUE

Conditional highlighting works with summary or matrix report formats

TRUE

Dashboards: Components use the first summarized field in the source report. T/F you can edit chart components to change the grouping and field used

TRUE

Data Loader can work with up to 5,000,000 records.

TRUE

Import Wizard can work with up to 50,000 records

TRUE

Salesforce Data Loader can be used for both Standard & Custom Objects

TRUE

T.F Custom Reports must be saved in a custom, private or public fodler

TRUE

T/F Access to reports & dashboards is controlled through folders on each tab.

TRUE

T/F All full Salesforce license users can view articles without an add-on license.

TRUE

T/F Automation for Cases has a Limit: 5000 per 24 hour period

TRUE

T/F Case Owners can add team members but not create predefined case teams.

TRUE

T/F Conditional highlight can set up to five rules and define custom colors for each range

TRUE

T/F Custom Formulas are to create calculated summaries of your numerical fields.

TRUE

T/F Custom Formulas can only display on summary rows, not detail (record) rows.

TRUE

T/F Custom Report Types allow you to define a foundation of objects and fields

TRUE

T/F Custom Reports can be build from scratch using avialable report types

TRUE

T/F Custom Reports can be created from Standard Reports

TRUE

T/F Custom Reports can be over written or deleted

TRUE

T/F Dashboard built or edited in Lightning must forever be edited in Lightning.

TRUE

T/F Dashboards Displays data as the last time the dashboard was refreshed

TRUE

T/F Dashboards can be scheduled to be refreshed and emailed automatically

TRUE

T/F Dashboards can be scheduled to be refreshed and emailed automatically.

TRUE

T/F Dashboards can display data from custom source reports

TRUE

T/F Dashboards displays data as of the last time the dashboard was refreshed

TRUE

T/F Dashboards use a running user to determine what data is visible

TRUE

T/F Data Validation: If the import values don't meet the data validation criteria, import will fail on that one record.

TRUE

T/F Data will not display if dashboard has not been refreshed in 7 days.

TRUE

T/F Dataloader.io Create reusable tasks and schedule them to run hourly, weekly or monthly.

TRUE

T/F Different groups of users can given different access to the same folder (dashboards & reports)

TRUE

T/F Email to Case: Automatically creates a case from an inbound email.

TRUE

T/F Email to Case: Uses the sender's email address to associate a contact to the case.

TRUE

T/F Gauges and Metrics display the grand totals from the bottom of a report

TRUE

T/F Import Wizard does not delete

TRUE

T/F Lightning tables are not available in Salesforce Classic

TRUE

T/F Matrix Reports can have graphs and be used in dashboards

TRUE

T/F Standard Sample Reports are stored in Public Reports Folder

TRUE

T/F Standard Sample reports are built in and can be used as templates

TRUE

T/F Unmapped required fields will generate an error, stopping you from continuing

TRUE

T/F We cam schedule a custom report to run automatically and have it emailed to users who need it, when they need it.

TRUE

T/F We can use chart as defined in Source report AND add report to a dashboard right from the report (or reports tab)

TRUE

T/F When you create a custom report type, you specify what users can select for their reports for the following: Objects Relationships Fields

TRUE

T/F You can add components and reports at the same time to build dashboards in minutes.

TRUE

T/F You can add up to 5 reports blocks with Joined Reports & each block has its own independent filters

TRUE

T/F You can adjust the chart type without making changes to the report itself.

TRUE

T/F You can insert, update, delete, export or upsert Salesforce CRM records for both standard and custom objects for up to 5,000,000 records.

TRUE

T/F You can subscribe to a dashboard and share it with multiple users

TRUE

T/F a dashboard displays data from custom source reprots

TRUE

T/F dashboards use a running user to determine what data is visible

TRUE

T/F when building dashboards you can drag, resize and see the components displayed as you go.

TRUE

T/F when exporting we create a .csv or .xls file?

TRUE

T/F when importing, if a field is left blank, then the user doing the importing become the default owner.

TRUE

T/F when you Run a report, you can run up to 2000 records?

TRUE

T/F when you build a report you do a sample only of your records?

TRUE

T/F Import Wizard does not work with all objects.

TRUE It doesn't work with opportunities, products and price books.

T/F You can add up to 5 Custom Formula to Summary and Matrix reports in addition to the Standard Summaries.

TRUE You can add up to 5 Custom Formulas to Summary and Matrix reports to create calculated summaries of your numerical fields, in addition to the standard summaries.

T/F a Dashboard build or edited in Lightning can be viewed in Classic but CANNOT be edited in Classic?

TRUE Instead of editing a Salesforce Classic dashboard in Lightning Experience, consider cloning the dashboard and editing the clone, that way you can still edit the original dashboard in Salesforce Classic.

T/F You can add up to 20 additional filters to a report directly in the filters pane.

TRUE SG pg. 193

T/F with a summary report, you can summarize fields/columns

TRUE Summarize Columns by adding a SUM

T/F Import Wizard is not able to export

TRUE, it's only able to import, not export, that's why it's called the import wizard

T.F Best practice is to consider enabling early triggers in Support Settings

True

Bucket Fields in Reports

Use to categorize reports records without creating formula or custom field. You define multiple buckets (categories) used to group report values.

When should you escalate a case?

When case has reached its maturation.

Can we subscribe to dashboards and share with multiple users?

YES

Do Reports & Dashboards have their own TABS in Lightning?

YES, from each tab you can find existing reports and dashboards as well as create new ones.

Dataloader.io

a 100% cloud solution used to manage bulk data updates.

How many records and columns can show up in Lightning tables? a. 200 records; 10 columns b. 100 records; 10 columns c. 200 records; 20 columns d. 100 records; 20 columns

a. 200 records; 10 columns

Dashboard in Lightning can create: a. 9-12 column leaderboards with conditional highlighting and chatter photos. b. 9-12 column leaderboards with conditional highlighting c .9-12 column leaderboards with chatter photos.

a. 9-12 column leaderboards with conditional highlighting and chatter photos.

What operations can you use to link multiple filters to create sophisticated conditions? a. AND b. OR c. NOT d. a & b e. a, b & c

a. AND b. OR c. NOT

Gauges & Metrics: Component editor allows you to set: Pick 2 . a. Breakpoints and range colors in gauges to determine the required thresholds b. Conditional highlighting for summarized fields c. conditional highlighting in metrics to apply to a specified highlight color depending on the grand total value d. summarized fields and grand totals

a. Breakpoints and range colors in gauges to determine the required thresholds c. conditional highlighting in metrics to apply to a specified highlight color depending on the grand total value

What is true about Chart Components: Pick 2 a. Components use the first summarized field in the source report. b. You can edit chart components to change the grouping and field used. c. Components use multiple reports

a. Components use the first summarized field in the source report. b. You can edit chart components to change the grouping and field used.

What does CTI stand for? a. Computer Telephony Integration b. Call Telephony Integration c. Computer Telephone Integration

a. Computer Telephony Integration

Dashboard component snapshots: a. It allows users to share dashboard component snapshots b. allows users to post a static image of a dashboard component to the dashboard feed & mention users or groups

a. It allows users to share dashboard component snapshots b. allows users to post a static image of a dashboard component to the dashboard feed & mention users or groups

How many Report Types are available? a. Many Types b. 4 Types c. 10 Types

a. Many Types

In Classic, where can you find the Dashboard List? a. Reports Tab b. Dashboard Tab c. Reports & Dashboard Tab

a. Reports Tab

What features does the Service Cloud License contains? a. Service Console b. Omni Channel c. Entitlements with milestones d. Service Contracts e. CTI/Softphone f. Importing Leads

a. Service Console b. Omni Channel c. Entitlements with milestones d. Service Contracts e. CTI/Softphone

Match the Format with their definitions: a. Tabular Report b. Summary Report c. Matrix Report d. Joined Report 1. Group rows & columns into sections 2. Rows & columns 3. let you combine multiple views, or blocks, of related information in a single report. Each block can display data from the same report or from a different report type. 4. grouping rows but also on columns that creates a grid

a. Tabular Report 2. Rows & Columns b. Summary Report 1. Group rows & columns into sections c. Matrix Report 4. grouping rows but also columns that creates a grid d. Joined Report 3. let you combine multiple views, or blocks, of related information in a single report. Each block can display data from the same report or from a different report type.

What are the 4 different Report Formats? a. Tabular Report b. Summary Report c. Matrix Report d. Joined Report e. Joined Matrix Report

a. Tabular Report b. Summary Report c. Matrix Report d. Joined Report

What are two elements that we need to take into account when Enabling On-Demand Service? a. There's an attachment limit of 25 mb b. No attachment limit c. No Need for a Firewall d. Need a Firewall

a. There's an attachment limit of 25 mb c. No Need for a Firewall

What are matching type you select for an import used for? a. To identify duplicates when you add new records or match records when you update existing ones. b. To identify duplicates when you add new records c. To identify duplicates when you match records when you update existing ones

a. To identify duplicates when you add new records or match records when you update existing ones.

You can share dashboards & reports with the following groups of users: a. Users, Roles, Roles & Subordinates, Public Groups b. Public Groups, Private Groups c. Public Groups, Roles, Roles & Subordinates

a. Users, Roles & Public Groups

What does the Component Editor allow you select? Pick 2 a. Which groups and summarized fields to display in charts. b. which charts to display c. how to display values d. which groups to summarized fields not to display in charts

a. Which groups and summarized fields to display in charts. c. how to display values

Dashboard a. a visual representation of data from multiple reports b. a visual representation of data from a couple of reports c. A visual representation of data from a single report

a. a visual representation of data from multiple reports

Chart Component: a. charts display the groups and summarized fields from a report b. charts display rows and columns from a report c. chart displays summarized fields from a report d. chart display the groups from a report.

a. charts display the groups and summarized fields from a report

What is a Running User? a. determines whose data is visible on the report or dashboard. b. running user must have access to the folder in which the report or dashboard is saved. c. running user must have access to the report d. determines what folders we can report on

a. determines whose data is visible on the report or dashboard. b. running user must have access to the folder in which the report or dashboard is saved.

CTI a. enables the call information from the phone system, along with matching account and contact information, to automatically display within Salesforce in Robin's browser. b. enables the call information from the phone system c. enables the call information from the phone system, along with matching account and contact information d. automatically display within Salesforce in Robin's browser.

a. enables the call information from the phone system, along with matching account and contact information, to automatically display within Salesforce in Robin's browser.

What's a Report Type? a. predetermined combinations of related objects and their fields that you use as starting points when building new custom reports. b. 4 different types of formats that are predetermined combinations of related objects and their fields that you use as starting points when building new custom reports. c. a set of combinations of related objects and their fields that you create when creating a record.

a. predetermined combinations of related objects and their fields that you use as starting points when building new custom reports.

How many Report Formats are available? a. Many b. 4 c. 10

b. 4

Is Data Loader? a. A built in Salesforce Application b. Client based application that requires installation and authentication. c. all of the above

b. Client based application that requires installation and authentication.

What software do we export to when we want to export the report details? a. Tableau b. Excel c. Google Sheets

b. Excel

CHARTS: a. graphical representations b. graphical representations of the data in the summary rows or columns of a report c. graphical representations of the data only in the summary rows. d. graphical representations of the data only in the columns of a report.

b. graphical representations of the data in the summary rows or columns of a report

Reports a. lists that allow you to aggregate and analyze your data in different ways. b. lists or summaries that allow you to aggregate and analyze your data in different ways. c. lists or summaries that allow you to analyze your data in different ways.

b. lists or summaries that allow you to aggregate and analyze your data in different ways.

what can you use to offset priority conditions? a. parentheses b. nested parentheses c. All of the above

c. All of the above Parentheses & Nested Parentheses

What kind of permission can you give different group of users for dashboards & reports? a. view b. Edit c. Manage Permissions d. All of the above

d. All of the above View - View, Refresh & Run Edit - View, Edit, Move, Save & Delete Manage Permissions - Editor Plus Share & Rename Folder.

CTI Capabilities Administrators can: a. Customize Open CTI layouts for inbound, outbound, and internal calls. b. Define which record pops for an inbound call. c. Assign Open CTI layouts to users. d. Add phone numbers to call center directories. e. All of the above

e. All of the above

CTI Capabilities Support agents can: a. Receive a screen pop-up on incoming calls. b. Use integrated call control features. c. Click to dial for outbound calling. d. View automatic call logging notes and times. e. All of the above

e. All of the above

Case Queue

is a location where case records can be routed to await processing by a support agent.

Import Wizard

provides a unified interface through which you can import data for accounts and contacts, leads, solutions, campaign members and custom objects.

Relative Date Values

use it in filters to create dynamic date ranges, based on the report run date: Yesterday Last Week Today This Month Tomorrow Next Quarter