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Platform Administrator practice questions: Data and Analytics Management

Data and Analytics Management is 17% of the Salesforce Certified Platform Administrator exam. It covers data import, duplicates, reports and dashboards. Try these 13 free questions, then open each answer to see why every option is right or wrong.

01

Complete the statement: Dynamic dashboards...

  1. ...let every viewer see the data that their own access allows.
  2. ...refresh themselves automatically at fixed intervals.
  3. ...resize automatically to fill the screen width.
  4. ...can display data without an underlying report.
  5. None of these.
Show answer

Answer: A

A. ...let every viewer see the data that their own access allows. ✓Correct. The dashboard runs in the context of whoever is viewing it.
B. ...refresh themselves automatically at fixed intervals.Refresh scheduling is a separate option and not what defines a dynamic dashboard.
C. ...resize automatically to fill the screen width.Screen-width behavior is a layout matter, unrelated to dynamic dashboards.
D. ...can display data without an underlying report.Dashboards always get their data from reports.
E. None of these.Incorrect because option A is correct.

Why: A dynamic dashboard runs as the viewing user, so each person sees only the data they have permission to see. One dashboard replaces a separate one per access level.

02

Which report feature lets you group records into categories quickly without a formula or custom field?

  1. Joined report
  2. Matrix report
  3. Bucketing
  4. Export
  5. Schedule
Show answer

Answer: C

A. Joined reportJoined reports combine blocks and do not categorize values.
B. Matrix reportMatrix reports group by rows and columns but do not create categories.
C. Bucketing ✓Correct. Bucketing categorizes in the report itself.
D. ExportExport saves report data to a file.
E. ScheduleScheduling runs the report at set times.

Why: Bucket fields group values, such as employee counts into Small, Medium and Large, without a formula or custom field.

03

You run Data Loader from an IP outside your trusted range and logins fail even though your credentials are right and the browser login works. What is a valid reason?

  1. Your Data Loader license expired.
  2. Your Data Loader is outdated and needs a newer API version.
  3. You did not append your security token to the password.
  4. Your user account is locked.
  5. You cannot log in from outside trusted IP ranges.
Show answer

Answer: C

A. Your Data Loader license expired.Data Loader is free and has no license.
B. Your Data Loader is outdated and needs a newer API version.An outdated version would give a different error.
C. You did not append your security token to the password. ✓Correct. The token must be appended from untrusted IPs.
D. Your user account is locked.The browser login shows the account is not locked.
E. You cannot log in from outside trusted IP ranges.Logins from other IPs are allowed with the token.

Why: Logins from untrusted IPs via API clients need the security token appended to the password. Data Loader is free and needs no license, and the browser login proves the account is unlocked.

04

Which two things control a user's access to a dashboard? (select 2)

Choose two.

  1. Access to the source report folder
  2. Sharing rules
  3. Dashboard properties
  4. Access to the dashboard folder
Show answer

Answer: A, D

A. Access to the source report folder ✓Correct.
B. Sharing rulesSharing rules grant record access, not dashboards.
C. Dashboard propertiesProperties define the dashboard itself, not who can view it.
D. Access to the dashboard folder ✓Correct.

Why: Users need access to the dashboard's folder and to the folder holding its source reports.

05

Which is not a dashboard component type?

  1. Visualforce page
  2. Metric
  3. Gauge
  4. Chart
  5. Snapshot
Show answer

Answer: E

A. Visualforce pageValid component.
B. MetricValid component.
C. GaugeValid component.
D. ChartValid component.
E. Snapshot ✓Correct. Not a dashboard component.

Why: Visualforce pages, metrics, gauges and charts are dashboard components. Snapshot is not.

06

Nova Tech executives want to post individual dashboard charts to Chatter, but the option is missing. What should the admin enable?

  1. Analytics folder viewer sharing
  2. Dashboard feed tracking
  3. Reporting snapshot subscriptions
  4. Dynamic dashboard running user permissions
Show answer

Answer: B

A. Analytics folder viewer sharingFolder sharing controls who can open dashboards.
B. Dashboard feed tracking ✓Correct.
C. Reporting snapshot subscriptionsSnapshot subscriptions are unrelated to Chatter posts.
D. Dynamic dashboard running user permissionsRunning user permissions control data visibility.

Why: Enabling Dashboard Feed Tracking lets users post dashboard components to Chatter feeds.

07

Metric Solutions needs one pipeline dashboard shared with executives and regional managers, each seeing only data they are allowed to see, without separate dashboards. How?

  1. A static dashboard with an admin running user.
  2. Private custom report folders.
  3. Dashboard feed tracking with drilling disabled.
  4. A dynamic dashboard that runs as the logged-in user.
Show answer

Answer: D

A. A static dashboard with an admin running user.That would show everyone admin-level data.
B. Private custom report folders.Folders control who opens it, not what data appears.
C. Dashboard feed tracking with drilling disabled.Feed tracking is unrelated to data visibility.
D. A dynamic dashboard that runs as the logged-in user. ✓Correct.

Why: Dynamic dashboards show each viewer data per their own permissions.

08

Apex Health has three intake teams in a custom Intake Team field on Cases. The manager wants one dashboard filterable by team. How?

  1. Enable dashboard feed tracking for team groups.
  2. Add a dashboard filter on the Intake Team field.
  3. Create three duplicate dashboards.
  4. Add cross filters to the source reports.
Show answer

Answer: B

A. Enable dashboard feed tracking for team groups.Feed tracking posts to Chatter.
B. Add a dashboard filter on the Intake Team field. ✓Correct.
C. Create three duplicate dashboards.Duplicates are hard to maintain.
D. Add cross filters to the source reports.Cross filters are fixed in the report, not chosen on the dashboard.

Why: Dashboard filters let viewers filter all components of one dashboard by a field value.

09

Starlight Media wants one report where each account manager sees only the contracts they own, without a report per manager. What filter should be added?

  1. Set the Contract OWD to Public Read-Only.
  2. Add a cross filter linking Contracts to active users.
  3. Filter where Contract Owner equals $USER.
  4. Store the report in a private folder per manager.
Show answer

Answer: C

A. Set the Contract OWD to Public Read-Only.Sharing defaults do not filter reports.
B. Add a cross filter linking Contracts to active users.Cross filters do not match the viewer.
C. Filter where Contract Owner equals $USER. ✓Correct.
D. Store the report in a private folder per manager.A folder per manager defeats the single-report goal.

Why: The dynamic $USER value in a filter matches the logged-in user.

10

A CSV import loaded the value Unassigned into the PriorityTier picklist even though it is not an active value. Why no error?

  1. Administrator profiles skip picklist validation on imports.
  2. The value came from a global value set.
  3. The import added it to all record type assignments.
  4. The field has Restrict picklist to the values defined in the value set deselected.
Show answer

Answer: D

A. Administrator profiles skip picklist validation on imports.Admins are not exempt.
B. The value came from a global value set.Global value sets do not explain this.
C. The import added it to all record type assignments.Imports do not do that.
D. The field has Restrict picklist to the values defined in the value set deselected. ✓Correct.

Why: If the restriction is off, imports and API calls can store values outside the defined list.

11

A senior account executive left. The admin must reassign all their Accounts and Opportunities to a replacement while preserving account and opportunity team assignments. Which tool?

  1. Dataloader.io
  2. Data Loader
  3. Data Import Wizard
  4. Mass Transfer Records tool
Show answer

Answer: D

A. Dataloader.ioExternal loader, not the dedicated tool.
B. Data LoaderData Loader can change owners but does not offer the transfer options.
C. Data Import WizardThe wizard imports.
D. Mass Transfer Records tool ✓Correct.

Why: Mass Transfer Records reassigns ownership of accounts and related records with options for teams.

12

A lookup from Asset__c to Vendor__c exists, and the admin wants vendor address and support phone in an Asset report. What should be done?

  1. Create a custom report type with Asset__c primary and Vendor__c related.
  2. Enable history tracking on the lookup.
  3. Build cross-object formulas on Vendor.
  4. Add a dashboard filter to join the objects.
Show answer

Answer: A

A. Create a custom report type with Asset__c primary and Vendor__c related. ✓Correct.
B. Enable history tracking on the lookup.History tracking does not expose fields.
C. Build cross-object formulas on Vendor.Formulas do not join objects for reports.
D. Add a dashboard filter to join the objects.Dashboards do not join objects.

Why: A custom report type exposes related object fields in reports.

13

Vantage Energy wants regular automated account updates from data warehouse dumps. How should records be matched correctly?

  1. Define an external ID field holding the warehouse system key.
  2. Use a formula field combining account name and billing zip.
  3. Create a junction object to map records manually.
  4. Use the Salesforce record ID from the export.
Show answer

Answer: A

A. Define an external ID field holding the warehouse system key. ✓Correct.
B. Use a formula field combining account name and billing zip.Formula fields are not unique keys.
C. Create a junction object to map records manually.Junction objects do not match records.
D. Use the Salesforce record ID from the export.Warehouse records do not have Salesforce IDs.

Why: An external ID field lets loads match records on the external key.

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