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Practice Reports and Dashboards

Learning Objectives

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.

Key Topic Areas

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.

Download the Guide

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.

Note

Note

For more information on the Salesforce Administrator Certification exam prep, logistics and policies, and maintenance, see the Get Started with Administrator Certification Prep unit in the Administrator Certification Prep: Setup and Objects module.

Exam Practice Questions

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.

Exam Topic Flashcards

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.

Related Badges

Looking for more information? Explore these related badges.

Badge Content Type
Create Reports and Dashboards for Sales and Marketing Managers badge
Create Reports and Dashboards
for Sales and Marketing Managers

Project
Reports & Dashboards for Lightning Experience badge
Reports & Dashboards
for Lightning Experience

Module
Sales Reports for Lightning Experience badge
Sales Reports for
Lightning Experience

Module
Lightning Experience Reports & Dashboards Specialist badge
Lightning Experience Reports
& Dashboards Specialist

Superbadge

Congratulations! You’ve studied up on analytics—reports and dashboards. Up next, dive into the exam section on workflow and automation. Let’s go!