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Platform Foundations practice questions: Reports and Dashboards

Reports and Dashboards is 15% of the Salesforce Certified Platform Foundations exam. It covers report types, filters and dashboards. Try these 4 free questions, then open each answer to see why every option is right or wrong.

01

A company wants to count how many times each customer has reported a problem. Which Case relationship should the report use?

  1. Case Contact
  2. Case Opportunity
  3. Case Account
Show answer

Answer: A

A. Case Contact ✓Correct. Reporting on Cases by Case Contact shows how many cases each customer (the contact who raised the issue) has opened.
B. Case OpportunityIncorrect. Cases have no link to Opportunities, so this relationship cannot answer the question.
C. Case AccountIncorrect. Case Account groups cases by company rather than by the individual who reported each issue.

Why: Although a case is tied to an account, the case contact identifies the individual customer who raised it. Cases have no relationship to opportunities.

02

To display one key value against a custom range, which chart type should be chosen?

  1. Gauge
  2. Pie Chart
  3. Chart
Show answer

Answer: A

A. Gauge ✓Correct. A gauge plots one key value against ranges you define, such as red, yellow and green bands.
B. Pie ChartIncorrect. A pie chart shows how parts make up a whole, not a value inside a custom range.
C. ChartIncorrect. 'Chart' is too broad; the gauge is the component designed for this.

Why: A Gauge component lets you define the custom range a key value falls within. A pie chart is fixed to 0-100 percent of a whole, and the general chart options do not do exactly what a gauge does.

03

How can a dashboard be made to show only the data that meets certain criteria?

  1. Search Filters
  2. Dashboard Filters
  3. Report Filters
Show answer

Answer: B

A. Search FiltersIncorrect. Search filters do not apply to dashboards.
B. Dashboard Filters ✓Correct. Dashboard filters let viewers narrow the data across every component on the dashboard.
C. Report FiltersIncorrect. Report filters change the source report, not the dashboard view users see.

Why: Dashboard Filters narrow the data across all reports behind the dashboard. Report Filters change one underlying source report used by a component, and Search Filters are not used with dashboards.

04

An admin at a logistics company wants to understand how a static dashboard differs from one where every user automatically sees their own data. Which two statements describe the difference correctly? (Choose 2)

  1. A dynamic dashboard needs a separate folder for every viewer
  2. A dynamic dashboard shows each user whatever data their own security settings permit
  3. A static dashboard relies on one running user, so every viewer sees identical data
  4. A static dashboard can't contain any chart or gauge components
Show answer

Answer: B, C

A. A dynamic dashboard needs a separate folder for every viewerIncorrect. Everyone views the same dynamic dashboard from the same folder.
B. A dynamic dashboard shows each user whatever data their own security settings permit ✓Correct. A dynamic dashboard runs as the logged-in user, so each person sees what their own access allows.
C. A static dashboard relies on one running user, so every viewer sees identical data ✓Correct. A static dashboard runs as one user, so all viewers see the same data.
D. A static dashboard can't contain any chart or gauge componentsIncorrect. Static dashboards support every component type, charts and gauges included.

Why: A static dashboard uses one running user whose security determines the data, so all viewers see the same results. A dynamic dashboard runs as the logged-in user, so each person sees data based on their own access with no need for separate dashboards. Static dashboards support every standard component, charts and gauges included, and dynamic dashboards are shared from a single folder rather than one folder per viewer.

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