SFDC Admin: Chapter 6 - Mastering Data and
Analytics Management
A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities
they have at any given time.
How should an administrator configure a report for each sales rep to see their own open opportunities?
A Create a reporting snapshot grouped by sales rep.
B. Create a report with a cross filter by My Opportunities.
C. Create a report filtered by My Opportunities.
D. Create a report schedule for each sales rep. - correct answer ✔✔C. Create a report filtered by My
Opportunities.
Which two of these report charts show how many leads are in the marketing pipeline based on lead
status and what percent each lead status represents?
A Grouped bar chart
B. Pie chart
C. Donut chart
D. Line chart - correct answer ✔✔B. Pie chart
C. Donut chart
A finance user with the View All Data permission enabled sees no opportunities when opening a sales
pipeline report. However, a sales rep sees opportunities as expected. Opportunities should be visible to
only those with permission.
Which two actions should the administrator perform to ensure that the finance user sees opportunities
in the pipeline report?
A Select Save Hierarchy Level on the pipeline report.
B. Create a new report formula on the pipeline report.
C. Update the report filter to show all opportunities.
D. Change the org-wide opportunity sharing default to Public Read. - correct answer ✔✔A Select Save
Hierarchy Level on the pipeline report.
, C. Update the report filter to show all opportunities.
What does the Save Hierarchy Level on a pipeline report do? - correct answer ✔✔Ensures that the
hierarchy level used when creating a report stays intact. If a user had permissions to see reports
originally the same applies with any subsequent report created.
What should an administrator configure to provide each sales rep a dashboard that shows their current
Opportunity pipeline?
A Set a dashboard filter to the current user.
B. Create a dashboard folder for each user.
C. Filter the dashboard with a dynamic view set to the VP of sales.
D. Set the dashboard running user to "the dashboard viewer." - correct answer ✔✔D. Set the dashboard
running user to "the dashboard viewer."
A sales user wants to add components to their dashboard. What is the maximum number of components
that can be added to a single dashboard?
A. 3
B. 15
C. 20
D. 50 - correct answer ✔✔C. 20
What should the system administrator do when users are unable to find a custom report type?
A. Make sure the new report type is deployed.
B. Make sure the user profile includes the report type.
C. Add the new report type to the related objects.
D. Add a button for the new report type to the Report Builder. - correct answer ✔✔A. Make sure the
new report type is deployed.
Ursa Major Solar uses a private data access model. Product managers and sales representatives are in
different branches of the role hierarchy.
What should an administrator do to ensure that product managers can report on opportunities in their
product line?
Analytics Management
A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities
they have at any given time.
How should an administrator configure a report for each sales rep to see their own open opportunities?
A Create a reporting snapshot grouped by sales rep.
B. Create a report with a cross filter by My Opportunities.
C. Create a report filtered by My Opportunities.
D. Create a report schedule for each sales rep. - correct answer ✔✔C. Create a report filtered by My
Opportunities.
Which two of these report charts show how many leads are in the marketing pipeline based on lead
status and what percent each lead status represents?
A Grouped bar chart
B. Pie chart
C. Donut chart
D. Line chart - correct answer ✔✔B. Pie chart
C. Donut chart
A finance user with the View All Data permission enabled sees no opportunities when opening a sales
pipeline report. However, a sales rep sees opportunities as expected. Opportunities should be visible to
only those with permission.
Which two actions should the administrator perform to ensure that the finance user sees opportunities
in the pipeline report?
A Select Save Hierarchy Level on the pipeline report.
B. Create a new report formula on the pipeline report.
C. Update the report filter to show all opportunities.
D. Change the org-wide opportunity sharing default to Public Read. - correct answer ✔✔A Select Save
Hierarchy Level on the pipeline report.
, C. Update the report filter to show all opportunities.
What does the Save Hierarchy Level on a pipeline report do? - correct answer ✔✔Ensures that the
hierarchy level used when creating a report stays intact. If a user had permissions to see reports
originally the same applies with any subsequent report created.
What should an administrator configure to provide each sales rep a dashboard that shows their current
Opportunity pipeline?
A Set a dashboard filter to the current user.
B. Create a dashboard folder for each user.
C. Filter the dashboard with a dynamic view set to the VP of sales.
D. Set the dashboard running user to "the dashboard viewer." - correct answer ✔✔D. Set the dashboard
running user to "the dashboard viewer."
A sales user wants to add components to their dashboard. What is the maximum number of components
that can be added to a single dashboard?
A. 3
B. 15
C. 20
D. 50 - correct answer ✔✔C. 20
What should the system administrator do when users are unable to find a custom report type?
A. Make sure the new report type is deployed.
B. Make sure the user profile includes the report type.
C. Add the new report type to the related objects.
D. Add a button for the new report type to the Report Builder. - correct answer ✔✔A. Make sure the
new report type is deployed.
Ursa Major Solar uses a private data access model. Product managers and sales representatives are in
different branches of the role hierarchy.
What should an administrator do to ensure that product managers can report on opportunities in their
product line?
