Practice Reports and Dashboards
After completing this unit, you will be able to:
- Describe the options available when creating or customizing a report, including report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting.
- Demonstrate the impact of the sharing model on reports.
- Demonstrate the options available when creating and modifying dashboards, such as dashboard components, data sources, chart types, scheduling, and running user.
- Describe the capabilities of custom report types.
This unit prepares you for the analytics section of the Salesforce administrator exam, which makes up 10% of the overall exam. This section of the exam tests these topics.
- Report creation
- Custom reports
- Editing and customizing reports
- Dashboard components
- Data sharing
- Report and dashboard filters
This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you'll encounter as a Salesforce administrator. Looking at these scenarios helps prepare you to take the analytics section of the Salesforce administrator exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).
You can also find interactive flashcards to help you prepare for the analytics section of the exam.
Would you like a hard copy of the contents in these modules? Each module includes a link to a printable version you can download. Download the Administrator Certification Prep: Reporting and Automation guide.
Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click on the answer you think is correct. Some questions may have more than one correct answer. Click submit, and you get a pop-up telling you whether the answer you chose is correct or incorrect, and why. When you reach the end, you can review the answers or retake the questions.
The following flashcards cover reports, dashboards, and data sharing. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam.
Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card.
Looking for more information? Explore these related badges.
Create Reports and Dashboards
for Sales and Marketing Managers
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for Lightning Experience
Sales Reports for
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Congratulations! You’ve studied up on analytics—reports and dashboards. Up next, dive into the exam section on workflow and automation. Let’s go!