Which of the following tools enable users to create visual representations of

Salesforce data from multiple report charts?

0 / 1 point

Chatter

Reports

Dashboards

Kanban boards
Incorrect

Sorry; Chatter does not enable users to create visual representations of data from
multiple reports. For more information, review the reading, “Salesforce for Sales
Managers” in Module 3.
2.
Question 2

The sales manager has asked for your help to create a report that shows Accounts
worth over $30,000. To do this, you should use a:
0 / 1 point

Summary Report

Field Filter

Standard Filter
Incorrect

Sorry, this is not correct. For more information, review the reading, “Applying
Filters” in Module 3.
3.
Question 3

Which of the Salesforce report formats is the most complex?

1 / 1 point

Tabular report

Matrix report

Summary report
Correct

Yes! A matrix report enables the user to group records by both row and column.
4.
Question 4

The sales manager is happy with a Salesforce report you recently helped her create.
She doesn’t want to remove any of the data currently contained within the report,
but she does want to be able to zoom in on certain pieces of the data. For example,
she wants to look at each account executive’s current opportunities, one at a time.
What report tool might she use to do this? Select all that apply.
1 / 1 point

Sort columns
Correct
Yes! By clicking a column header, a user can sort the report data by the content of
that column.

Apply temporary filters

Correct

Yes! Using a temporary filter on a report changes the user’s view, but it doesn’t
change or remove any of the data included in the report.

Run new reports so that there’s a separate report for each account executive’s
opportunities
5.
Question 5

True or False? Including a report chart in Salesforce tends to be distracting and

make it difficult for a sales manager to quickly gain insight into the data.
0 / 1 point

True

False
Incorrect

Sorry; this is not correct. For more information, review the reading, “Chart
Basics.”
6.
Question 6

Which of the following is NOT a type of report chart in Salesforce?

0 / 1 point

All of these are Salesforce report charts!

Stacked bar chart

Stacked donut chart

Stacked column chart

Incorrect

Sorry; this is a type of Salesforce report chart. For more information, review the
reading, “Chart Basics.”
7.
Question 7

True or False? A report in Salesforce allows you, as a sales ops specialist, to

include multiple data visualizations all in one location.
0 / 1 point

True

False
Incorrect

Sorry, but this is not correct. For more information, review the reading,
“Dashboard Basics.”
8.
Question 8
Which of the following is true about Salesforce dashboards? Select all that apply.
0.75 / 1 point

All dashboard components are connected to a Salesforce report.

Correct

Yes! All dashboards components are connected to and created from data contained in
a Salesforce report.

Salesforce dashboard components automatically update as report data changes.

Correct

Yes! Dashboards update automatically. As the data changes in a report, the

dashboard components connected to that report automatically update, too.

Salesforce dashboard components need to be updated manually by the user.

This should not be selected

Sorry, this is incorrect. For more information, review the guided project,
“Building Dashboards.”

Dashboard components do not need to be connected to a Salesforce report.

9.
Question 9

As a sales ops specialist, you’ve been asked to create a dashboard that shows a
variety of sales pipeline data. You’d like to include a component that shows the
number of current leads that are being handled by the sales team, grouped by lead
source. How can you add this component to the dashboard? Select all possible
options.
0.6666666666666666 / 1 point

From the dashboard you’re creating, click “+ Component.” Choose the Leads report
you’ve been working with, customize a new component using the available settings,
and add it to the dashboard.
Correct

Yes! This is one way to add a component to a Salesforce dashboard.

From the lead report, create a report chart that shows this information. Then from
the report chart menu, click “Add to Dashboard,” and choose the dashboard you’d
like to add it to.
Correct

Yes! This is one way to add a component to a Salesforce dashboard.

From the dashboard you’re creating, click “+ Component.” Choose the Leads report
you’ve been working with, and choose “Use chart settings from report” to add the
report chart you created earlier that shows the number of current leads.
You didn’t select all the correct answers
10.
Question 10

As a sales ops specialist, the sales manager has asked you to help her create a
Salesforce dashboard that she can use in her presentation to the executive team
next week. To start, you’d like to include the report chart that you added to the
Leads report for her. How can this report be added to the new dashboard?
1 / 1 point
Unfortunately, it cannot be added. Once a Salesforce report chart has been created,
it can only exist in that report; it cannot be added to a Salesforce dashboard.

From the Salesforce Dashboard tab, click “New Dashboard,” give it a name, and click
Create. Click “+ Component,” select the appropriate report, and check the “Use
chart settings from report” box. Click “Add” to add the previously created report
chart to the dashboard.

Open the Salesforce report in one browser window and the Salesforce dashboard in
another browser window. Then drag the report chart and drop it into the dashboard.
Correct

Yes! This is just one way that an existing report chart can be added to a
Salesforce dashboard.