Data & Analytics Management

An administrator for Ursa Major Solar wants to allow internal users to view a dashboard as a Sales Manager within a given sales region. How can this be configured?

• Create a dashboard to run as the logged-in user.

• Create a dashboard with multiple components.

• Create a dashboard to run as a specified user.

• Create a dashboard for all opportunities in the region.

Answer explanation

Ver el panel como el usuario loggueado no necesariamente nos va a permitir ver la misma información que ve el Sales Manager.

Crear varios componentes no es una opción mantenible, ya que tenemos un límites de componentes para agregar al panel (el máximo es 20 por panel).

Mostrar todas las oportunidades de la región mostraría más información de la que queremos. La idea es limitarnos a solo lo que ve el Sales Manager.

At Ursa Major Solar, Sales representatives use a custom report type for Account reports. New fields have been created on the Account Object. An administrator needs to report on the newly created fields.  What should the administrator do to achieve this goal?

• Create a new account report and add the new fields from the Report Builder.

• From the Custom Report Type, Edit Object Relationships, then add the new fields to the report.

• Create a new account report folder, go to share, and then add the new fields.

• From the Custom Report Type, Edit Layout, then add the new fields to the report.

Answer explanation

Existen dos tipos de reportes: Los estandar que son automáticamente generados, y los custom donde nosotros podemos elegir cómo relacionar los objetos entre sí. Para los reportes custom cada vez que se agreguen campos nuevos vamos a tener que agregarlos al layout, con los estandar no hace falta ya que se agregan automáticamente.

Universal Containers uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy. What should an Administrator do to ensure that product managers can report on opportunities in their product line?

• Create a new role for product managers and sales representatives.

• Move all product managers to a role below the sales representatives.

• Save all opportunity reports in a public folder.

• Create a sharing rule based on criteria.

Ursa Major Solar has a million new Account records to upload into Salesforce. What is the recommended method for uploading this data?

• Utilize an AppExchange app.

• Request help from Salesforce.

• Utilize the Data Loader.

• Utilize the Data Import Wizard.

Answer explanation

El límite de archivos a importar de Data Loader es de 5 millones, mientras que el límite del Data Import Wizard es de 50.000. En el caso que tengamos que importar una mayor cantidad de registros, debemos buscar una aplicación en el App Exchange

Ursa Major Solar has selected report folders that are shared with a small group of users who are on Lightning Experience. The administrator needs to prevent these users from customizing the information in the reports.  What should the administrator do to achieve this goal?

• Run the report as a specified user.

• Lock report filters.

• Change Field Level Security.

• Utilize Custom Report Types.

Ursa Major Solar is adding objects to a custom report type.  How many objects, maximum, can be added to this report type?

• One as long as the object has a master-child relationship

• Unlimited as long as the objects have associations

• Four as long as the objects have associations

• Two as long as the objects have associations

Which set of Salesforce records is exported by choosing the Export All" option instead of "Export" in Data Loader?"

• Records for all standard objects in the org.

• Records for a specified object and its child records.

• Records for a specified object and its parent records.

• Records for a specified object including records in the recycle bin.