Salesforce Platform App Builder Certification Training - Demo one - Creating Dashboards

The video tutorial discusses the importance of data empowerment for executives and the challenges in managing data. It highlights the capabilities of dashboards, particularly in Salesforce, and their integration with Tableau and AI. The tutorial provides practical applications of dashboards in sales and guides on creating and customizing them for better data visualization and decision-making.

What is one of the main benefits of using dashboards for executives?

• They eliminate the need for any reports.

• They provide a static view of data.

• They help focus teams by providing targeted views.

• They replace the need for team meetings.

How do dashboards differ from reports in terms of data updates?

• Reports and dashboards update in the same way.

• Dashboards need refreshing to show updated data.

• Reports require manual updates, while dashboards do not.

• Dashboards update automatically with every data entry.

What advanced feature does Salesforce offer through its acquisition of Tableau?

• Manual data entry

• Advanced analytics and AI integration

• Basic reporting tools

• Static data visualization

What is a recommended practice for learning more about dashboards?

• Avoid using online tutorials

• Stop learning after the initial setup

• Rely solely on pre-built templates

• Explore additional resources like Salesforce Trailhead

What is a key advantage of using pre-built dashboard templates?

• They are limited to executive use only.

• They are only available for purchase.

• They come with sample data for quick setup.

• They require extensive customization before use.

How can dashboards be customized to meet specific needs?

• By using only default settings

• By limiting access to one user

• By adding and rearranging components

• By changing the color scheme only

What can be done to make dashboards more engaging for team members?

• Limit the number of components to five.

• Avoid using any visual elements.

• Include interactive elements like filters.

• Use only text-based components.

What is a benefit of sharing dashboards with team members?

• It limits the use of dashboards to one department.

• It allows for collaborative strategic planning.

• It restricts data access to executives only.

• It prevents data from being updated.

How can dashboards help in team meetings?

• By replacing the need for any discussion

• By providing a detailed agenda for the meeting

• By offering a quick overview of key metrics

• By focusing only on past performance

What is a potential outcome of using dashboards effectively?

• Decreased need for data analysis

• Limited access to data insights

• Enhanced focus and productivity

• Increased confusion among team members