SALESFORCE ADMIN FINAL LATEST QUESTIONS
AND ANSWERS SET A+
✔✔Reports - ✔✔Summaries of the data that's stored in an app. They consist primarily
of a table of data, but can also include data filters, groupings, and a customized graph.
✔✔Report Formats - ✔✔Tabular reports: Ordered set of fields in columns, with each
matching record listed in a row. Cannot be used to create groups of data or graphs.
Best for tasks like generating a mailing list.
Summary reports: Similar to tabular reports, but allow users to group rows of data, view
subtotals and create charts. Can be used in dashboards. Most reports tend to be this
format.
Matrix reports: Allow you to group records both by row and column. Can have graphs
and be used in dashboards. Use when you want to see data by two different dimensions
that aren't related, such as data and product.
Join reports: let you create different views of data from multiple report types. Charts can
be added. Use to group and show data from multiple report types in different views.
✔✔Report Type - ✔✔defines the set of records and fields available to a report based on
the relationships between a primary object and its related objects. Reports display only
records that meet the criteria defined in the report type.
Once a report is created you cannot change the report type.
✔✔Report filters - ✔✔Define the set of records to be included in the report, e.g. you can
include only records created this month or only records that belong to a certain user.
Standard filter: quickly filter by record owner and date field.
Field Filter: you can filter on any field in the report.
, Cross filter: let you filter on a report's child objects using a straightforward WITH or
WITHOUT condition.
✔✔Combination Chart - ✔✔Plots multiple sets of data on a single chart.
✔✔Dashboard - ✔✔shows data from source reports as visual components, which can
be charts, gauges, tables, metrics, or Visualforce pages. These components provide a
snapshot of key metrics and performance indicators for your organization.
Each dashboard can have up to 20 components.
✔✔Dashboard running user - ✔✔each dashboard has a running user, whose security
settings determine which data to display in a dashboard. All users with access to the
folder see the same data, regardless of their own personal security settings.
The running user's security settings only apply to the dashboard view. Once a user drills
down into a source report or detail page off the dashboard, the user will view the data
based on his or her normal security settings.
✔✔Dynamic Dashboards - ✔✔Dynamic dashboard shows users data according to their
own security settings.
✔✔Dashboard Components - ✔✔Tables - displays a table that contains values and
totals from columns in the report.
Metrics - displays the grand total from a report, along with a label that you enter.
Gauges - shows the grand total of a report as a point on a "fuel-tank" type of scale.
Charts - Displays a bar, column, line, pie, donut, or funnel chart - or any chart contained
in a report.
Visualforce page - displays any visualforce dashboard component in your organization.
✔✔Custom Report Type - ✔✔define the criteria from which your users can run and
create reports. When you create a report type, you specify the objects, relationships,
and fields that users can select for their reports.
✔✔Web Services - ✔✔is a mechanism by which two applications that run on different
platforms, that were written in different languages, and that are geographically remote
from each other, can exchange data using the internet.
Web services makes data exchange between two such applications as straightforward
as two processes exchanging data on a single computer.
AND ANSWERS SET A+
✔✔Reports - ✔✔Summaries of the data that's stored in an app. They consist primarily
of a table of data, but can also include data filters, groupings, and a customized graph.
✔✔Report Formats - ✔✔Tabular reports: Ordered set of fields in columns, with each
matching record listed in a row. Cannot be used to create groups of data or graphs.
Best for tasks like generating a mailing list.
Summary reports: Similar to tabular reports, but allow users to group rows of data, view
subtotals and create charts. Can be used in dashboards. Most reports tend to be this
format.
Matrix reports: Allow you to group records both by row and column. Can have graphs
and be used in dashboards. Use when you want to see data by two different dimensions
that aren't related, such as data and product.
Join reports: let you create different views of data from multiple report types. Charts can
be added. Use to group and show data from multiple report types in different views.
✔✔Report Type - ✔✔defines the set of records and fields available to a report based on
the relationships between a primary object and its related objects. Reports display only
records that meet the criteria defined in the report type.
Once a report is created you cannot change the report type.
✔✔Report filters - ✔✔Define the set of records to be included in the report, e.g. you can
include only records created this month or only records that belong to a certain user.
Standard filter: quickly filter by record owner and date field.
Field Filter: you can filter on any field in the report.
, Cross filter: let you filter on a report's child objects using a straightforward WITH or
WITHOUT condition.
✔✔Combination Chart - ✔✔Plots multiple sets of data on a single chart.
✔✔Dashboard - ✔✔shows data from source reports as visual components, which can
be charts, gauges, tables, metrics, or Visualforce pages. These components provide a
snapshot of key metrics and performance indicators for your organization.
Each dashboard can have up to 20 components.
✔✔Dashboard running user - ✔✔each dashboard has a running user, whose security
settings determine which data to display in a dashboard. All users with access to the
folder see the same data, regardless of their own personal security settings.
The running user's security settings only apply to the dashboard view. Once a user drills
down into a source report or detail page off the dashboard, the user will view the data
based on his or her normal security settings.
✔✔Dynamic Dashboards - ✔✔Dynamic dashboard shows users data according to their
own security settings.
✔✔Dashboard Components - ✔✔Tables - displays a table that contains values and
totals from columns in the report.
Metrics - displays the grand total from a report, along with a label that you enter.
Gauges - shows the grand total of a report as a point on a "fuel-tank" type of scale.
Charts - Displays a bar, column, line, pie, donut, or funnel chart - or any chart contained
in a report.
Visualforce page - displays any visualforce dashboard component in your organization.
✔✔Custom Report Type - ✔✔define the criteria from which your users can run and
create reports. When you create a report type, you specify the objects, relationships,
and fields that users can select for their reports.
✔✔Web Services - ✔✔is a mechanism by which two applications that run on different
platforms, that were written in different languages, and that are geographically remote
from each other, can exchange data using the internet.
Web services makes data exchange between two such applications as straightforward
as two processes exchanging data on a single computer.
