Definitions
What is multitenant?
A Salesforce associate frequently views multiple reports located in different folders. This is an efficient way to navigate to reports quickly.
What is Add the reports to My Favorites
The starting point for viewing, editing, and entering information for a particular object.
What is the Tab?
This is how you receive refreshed report results by email on a schedule.
What is Subscribe and Schedule Reports
Example: Opportunities worth more than $50,000, cases that mention the word "widgets" in the subject, or accounts located in California
What is Report Filters
Point-and-click customizations
What is declarative
A Salesforce associate wants to see a graphical view of where all open cases are in the support process. This is the view the associate should use.
What is Kanban?
This is where you view and restore records
What is the Recycle Bin?
This is how you load the latest data into a dashboard
What is Dashboard Refresh
This is what happens when a lead is converted
What is An account, contacted, and, optionally, opportunity are created
This view organizes a set of records into columns to track work at a glance
What is Kanban
An associate wants to limit their Global Search results to only the Account object. This is what the associate should do to accomplish this.
What is Utilize the filter on the global search to search only in Accounts?
A tool that lets admins access object management settings for both standards and custom objects
What is object manager?
This is how you apply different data perspectives to a single dashboard
What is Dashboard Filters?
A Salesforce associate wants to display the number of days until an opportunity closes on the Opportunity report. This is the field type they should use to create the field.
What is a Formula?
Includes details and links to other records
What is Related List
A sales manager at a company requests access to a report they needs to modify. This is how a Salesforce associate can give the sales manager access to the report
What is Share the report folder - the associate can share the report folder with users, groups, roles, or territories
A Salesforce associate currently uses a number of reports to help prioritize their work. This is the feature the associate should use to graphically display the information from multiple reports on a single screen
what is the Lightning Dashboards
The Salesforce associate receives a request to make the Priority field visible. It should only be visible when the Status of the custom object record is set to Negotiation. This is the approach the associate should use to fulfill this request
What is dynamic forms?
This is what Dynamic forms allow you to do
What is allow you to display fields and sections on a page layout individually like a component so that users only get what they need
An algorithm that derives its value from other fields, expressions, or values.
What is a Formula?
A Salesforce associate is using Report Builder to generate a list of open leads. The report has no filters. When previewing the data, not all of the expected results are showing up in Report Builder. This is the reason all of the data is not visible when previewing the report
What is only a limited number of records show in the Report Builder data preview - this will be a maximum of 20 rows for summary reports and a maximum of 50 for tabular reports
A tool that allows visualization and edits to the data model
what is a Schema Builder?
A company handles complaints via phone calls. To route cases to the correct department, support agents need to enter a category and subcategory that does not align with the category. This is what the company should do to ensure agents choose a valid subcategory
What is Use a dependent picklist to limit the subcategories available
These are out-of-the-box products and features that you can use to run your business
what is standard functionality