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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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?
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!!
KR,
ag3991
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
FYI, There are 73 questions on the 201 now.
13 are likely beta questions that don’t count on your exam results – there’s an explanation for this in the registration process
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!
Yeah it would be refreshed immediately prior to send… def wouldn’t want to send outdated info 🙂
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
thanks.
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
Q4 answer is bit confusing, from efforts perspective and having to need manual intervention emailing users individual reports sound better.
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…?
John:
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.
Thanks
I don’t see the option in my DE org either- it seems like the “Schedule Dashboard” permission is not available on the system admin profile. According to the doc below it is not available in DE… there we go!
https://help.salesforce.com/articleView?id=dashboards_schedule_refresh.htm&type=0&language=en_US&release=206.9
Hi John, for Q3, why can’t the 4th option Matrix be selected?
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/
PARENTGROUPVAL(RowCount, GRAND_SUMMARY)
Q4) Just an fyi – the ‘Schedule a Dashboard Refresh’ permission isn’t available in Developer Edition:
https://help.salesforce.com/HTViewHelpDoc?id=dashboards_schedule_refresh.htm&language=en_US
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
Yep def nuanced but spot on- updated.
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.
Mani
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
Thanks,
Dev
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.
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
Thanks,
Dev
One more grammar nits: the plural of axis is axes. Really.
Where did I use axis?
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?
Thanks,
Swanand
Nevermind, found it!
Could you please mention which link covers dashboards since you said you found it.
Throughout: http://classic.certifiedondemand.com/analytics/
More questions, especially about report types, would be very nice.