Admin Cert Prep: Reporting and Automation

Practice Reports and Dashboards

Describe the options available when creating or customizing a report, including report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting. Demonstrate the impact of the sharing model on reports. Demonstrate the options available when creating and modifying dashboards, such as dashboard components, data sources, chart types, scheduling, and running user. Describe the capabilities of custom report types.
  • Report creation
  • Custom reports
  • Editing and customizing reports
  • Data sharing
  • Dashboard components
  • Report and dashboard filters
  • How should an admin configure a report for each sales rep to see their own open opportunities?
    • Create a report filtered by My Opportunities
  • Which three report charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents?
    • Pie chart, Donut chart, Funnel chart
  • Which two actions should the administrator perform to ensure that a user sees opportunities in the pipeline report, if they currently cannot and already have the View All Data permission enabled?
    • Select Save Hierarchy Level on the pipeline report - ensures that the hierarchy level that was used when creating a report stays intact for subsequent report refreshes
    • Update the report filter to show all opportunities
  • What should an admin configure to provide each sales rep a dashboard that shows their current Opportunity pipeline?
    • Set the dashboard running user to “the dashboard viewer”
  • What is the maximum number of components that can be added to single dashboard?
    • 20 components
  • What should the system admin do when users are unable to find a custom report type?
    • Make sure the new report type is deployed
  • What should an admin do to ensure that product managers can report on opportunities in their product line? Assume the org uses a private data access models and product managers and sales reps are in different branches of the role hierarchy.
    • Create a sharing rule based on criteria.
  • What report should an admin use to display the number of contacts related to an account?
    • Summary report with a report formula
  • What are three reports that can be used to display a list of the top 10 accounts on a dashboard?
    • Tabular report with Rows to Display set to 10, Summary report with a chart, Summary report without a chart
  • What should an admin do to organize the fields available on a report?
    • Create a custom report type
  • Tabular report
    • Simplest and fastest way to look at data. Conists of an ordered set of fields in columns, with each matching record listed in a row. Can’t be used to create groups of data or charts and can’t be used in dashboards unelss rows are limited.
  • Summary report
    • Similar to a tabular report, but allows users to group rows of data, view subtotals, and create charts. Can be used as the source report for dashboard components.
  • Matrix Reports
    • Allow you to group and summarize data by both rows and columns. Can be used as the source report for dashboard components.
  • Report Type
    • Standard report type: provides access to most Salesforce data.
    • Custom report type: gives access to custom objects, or custom views of standard objects.
  • Filter logic
    • Used to customize how existing filters apply to a report. Ex: (1 AND 2) OR 3

Study up on Workflow and Automation

Identify the appropriate automation solution based on the capabilities of workflow/process. Describe and demonstrate capabilities and use cases for the approval process.
  • Approval processes
  • Workflows
  • Time dependent workflows
  • Process Builder
  • A user isn’t receiving email alerts from a Process Builder but all other users are. The admin should:
    • Verify the user’s email address
  • What queue should an admin view to monitor pending actions? Assume the action sends a follow-up email to a customer two days after a case is closed.
    • Paused Flow Interviews
  • In which order tdoes Salesforce process the immediate actions associated with workflow rules and related business automations for a newly created record?
    • Validation rules, assignment rules, auto-response rules, workflow rules, escalation rules
  • What is the minimum number of workflows needed to send email alerts anytime an opportunity or case is created on accounts that they own?
    • Two workflow rules with one email alert each - each workflow rule applies to a single object.
  • What are two final approval actions in an approval process?
    • Add an email alert, Send an outbound message
  • A company wants to assign a task automatically to account managers when a customer’s agreement is about to expire. How should this be configured?
    • Create a time-based workflow on account with a rule criteria of Agreement End Date > TODAY()
  • How many non-Salesforce users can be added to a single email alert on a workflow rule?
    • Up to 5
  • Flow
    • Flow is an application that can execuate logic, interact with the Salesforce database, call Apex classes, and collect data from users
  • Quick Action
    • Can be object-specific or global actions. Only Create, Update, and Log a Call actions are supported. You can use actions in a process and can only set values for fields that are part of the action’s layout.
  • Process Trigger
    • Every process includes a trigger which tells the process when to start. How you configure that trigger depends on what type of process you’re creating - record change, event, invokable
  • Approval Process
    • Automates how records are approved in Salesforce. Specifies each stop of approval, including from whom to request approval and what to do at each point of the process.
  • Delete an Approval Process
    • Before you delete an approval process, ensure it’s inactive. Delete pending approval requests that are associated with it, and remove them from the recycle bin.
  • Activate an Approval Process
    • An approval process must have at least one step before you can activate it. After an approval process is activated, you can’t add, delete or change the order of the steps, or changes its reject or skip behavior, even if the process is inactive.