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Salesforce Reports Dashboard Interview Questions

The document provides a series of interview questions and answers related to Salesforce reports and dashboards. It covers topics such as types of reports, dashboard components, scheduling, and access control. Key concepts include the differences between report types, the use of dynamic dashboards, and limitations in report functionalities.

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pilla teja
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77 views2 pages

Salesforce Reports Dashboard Interview Questions

The document provides a series of interview questions and answers related to Salesforce reports and dashboards. It covers topics such as types of reports, dashboard components, scheduling, and access control. Key concepts include the differences between report types, the use of dynamic dashboards, and limitations in report functionalities.

Uploaded by

pilla teja
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce Reports and Dashboards Interview Questions

Q: What is a report in Salesforce?

A: A report is a list of records that meet the criteria you define.

Q: What are the different types of reports in Salesforce?

A: Tabular, Summary, Matrix, Joined

Q: What is the difference between Tabular, Summary, and Matrix reports?

A: Tabular: Simple spreadsheet view.

Summary: Grouped by rows with subtotals.

Matrix: Grouped by rows and columns.

Joined: Combine multiple reports.

Q: What is a dashboard in Salesforce?

A: A visual display of key metrics and trends using charts and graphs based on report data.

Q: What are the different types of dashboard components?

A: Chart, Gauge, Metric, Table, Lightning Table

Q: Can we use Tabular reports for dashboards?

A: Only if they have a row limit (max 2000 rows).

Q: What are bucket fields in Salesforce reports?

A: Fields that let you group values without a formula or custom field.

Q: What is a joined report? When would you use it?

A: Used to view different report types in one place, like Opportunities and Cases for the same

account.

Q: Can we schedule reports and dashboards in Salesforce?

A: Yes, reports and dashboards can be scheduled to run and be emailed automatically.

Q: What are dynamic dashboards?


A: Dashboards that run as the logged-in user, showing personalized data.

Q: Who can create reports and dashboards in Salesforce?

A: Users with 'Create and Customize Reports' or 'Manage Dashboards' permissions.

Q: How can we control access to dashboards?

A: Using folder-level access control: Viewer, Editor, Manager.

Q: What are limitations of reports in Salesforce?

A: Max 2,000 rows in export, joined reports can't be used in dashboards, dashboard filters limited to

3.

Q: What's the maximum number of dashboard components allowed in a single dashboard?

A: 20 components.

Q: How would you show total sales by region and product?

A: Use a Matrix report grouped by Region and Product.

Q: How do you handle a requirement to show pipeline stages across different teams?

A: Use a Summary report grouped by Stage and Owner, then a stacked bar chart dashboard.

Q: What steps would you follow to troubleshoot a dashboard not showing expected data?

A: Check report filters, dashboard filter settings, report row limits, and user access.

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