Analytics: Quiz

These questions are designed to be similar to ones that will be asked on certification exams.  Aim to get most of these questions correct on the first attempt.

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29 Responses to “Analytics: Quiz”

  1. MichaelMoeller September 13, 2017 at 1:06 am #

    Could you do number 4 as a joined report too, or would that not be possible due to the third criteria, as its not being summarized by Rep?

  2. ag3991 June 17, 2017 at 5:17 pm #

    Hi John,

    In general, if a business wanted weekly summaries of the progress of the firm, are there an advantages over having a weekly Reporting / Analytical Snapshot rather than a Dashboard being e-mail to you..? As in, is there a significant difference?

    Thank you again!!



    • JohnCoppedge June 19, 2017 at 1:58 pm #

      Snapshot creates more data and historical referenceable data that you could go back and reference later (e.g. show me pipeline at x point in history), while a dashboard weekly would only allow you to see/compare that data if you kept a copy of all of the emails that were sent to you

  3. v_hoehne April 27, 2017 at 11:41 pm #

    FYI, There are 73 questions on the 201 now.

    • JohnCoppedge May 12, 2017 at 6:17 pm #

      13 are likely beta questions that don’t count on your exam results – there’s an explanation for this in the registration process

  4. Sallyburns March 7, 2017 at 1:31 am #

    on Q4, I chose to email separate reports, rather than a dashboard because I did not think a dashboard was automatically updated. Is it updated when emailed? I would not want to manually run it prior to emailing.
    thanks for all of this!

    • JohnCoppedge March 13, 2017 at 2:18 pm #

      Yeah it would be refreshed immediately prior to send… def wouldn’t want to send outdated info 🙂

  5. Robardlynda February 1, 2017 at 1:44 am #

    hi. can you share the difference between a custom summary field and a custom formula field. I get the obvious difference, but struggling with answer to number 3

    • JohnCoppedge February 15, 2017 at 2:42 am #

      A custom formula field adds a field to the object.

      A custom summary in the report allows you to summarize grouping of data within the context of only that report.

      Formula field = calculations within that record
      Custom summary = calculations of summarizations within that report

      I’ll look at expanding this content out… custom summaries to me are one of the hardest things to understand

  6. nk005347 October 20, 2016 at 2:05 pm #

    Q4 answer is bit confusing, from efforts perspective and having to need manual intervention emailing users individual reports sound better.

    • JohnCoppedge February 15, 2017 at 2:43 am #

      Manually emailing individual users reports sounds better than having the system automatically send a summary-level dashboard? I might not be interpreting this comment correctly…?

  7. CarlosSiqueira June 22, 2016 at 7:32 pm #


    On my DE I can hover to the top right of any dashboard component and share it as “Snapshot to the Dashboard feed” or “Snapshot to to User or Group Feed”, however on my Unlimited edition, I can’t see this option either on Production or Sandbox, even after I had enabled “Enable Dashboard Components Snapshots” under Report and Dashboard settings.
    I am logged as Admin and already checked the permissions under profile and all seems to be checked.


  8. Christine Wong March 30, 2015 at 3:29 am #

    Hi John, for Q3, why can’t the 4th option Matrix be selected?

    • JohnCoppedge March 30, 2015 at 2:49 pm #

      Matrix/summary reports would give you the record count but would not display this as a percentage of the whole – to do this you would need to use a custom summary formula, e.g. RowCount/

  9. Keith Ellis March 14, 2015 at 10:57 pm #

    Q4) Just an fyi – the ‘Schedule a Dashboard Refresh’ permission isn’t available in Developer Edition:

  10. Kevin Brown March 11, 2015 at 12:29 am #

    RE: Question 2 explanation: Needs editing (though one can’t get more nit-picky than this):

    as information can be summarized along both axis

    …should read

    as information can be summarized along both axes

  11. Mani vajrala December 24, 2014 at 3:27 am #

    Hi John,
    It would be helpful, if you could provide a back button to the quiz so that we can review the quiz questions/answers before the final submit.


  12. Devdatt Chudasama June 10, 2014 at 8:46 pm #

    Hi John,

    As per the topic coverage in examination from below topics 88% AND 52.8 (53) questions will be raised.

    It would be really great if I can have more questions on this topics mainly scenario based.

    Standard and Custom Objects
    Security and Access
    Analytics – Reports and Dashboards
    Data Management
    User Setup
    Sales Cloud Applications
    Workflow Automation
    Service Cloud Applications


    • JohnCoppedge June 12, 2014 at 2:30 am #

      Hi Dev,

      I will take this under advisement as I add new content. Keep in mind the goal of this guide is to provide a lesson plan for you to learn SFDC; the questions are there simply to validate that you’ve learned the concepts.

  13. Devdatt Chudasama June 10, 2014 at 8:45 pm #

    Hi John,

    As per the topic coverage in examination from below topics 52 questions will be raised.

    It would be really great if I can have more questions on this topics mainly scenario based.

    SL No Topics % Out of 60 Q
    1 Standard and Custom Objects 18 10.8
    2 Security and Access 15 9.0
    3 Analytics – Reports and Dashboards 13 7.8
    4 Data Management 11 6.6
    5 User Setup 9 5.4
    6 Sales Cloud Applications 9 5.4
    7 Workflow Automation 7 4.2
    8 Service Cloud Applications 6 3.6
    TOTAL 88 52.8


  14. Grant Garrigan May 16, 2014 at 3:49 am #

    One more grammar nits: the plural of axis is axes. Really.

  15. Swanand patil March 24, 2014 at 7:49 pm #

    Most of the quiz questions refer to study material that is not covered in Analytics like types of reports and dashboards. which section covers these topics?


  16. Kaira Bergstra January 20, 2014 at 1:30 am #

    More questions, especially about report types, would be very nice.

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