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Difficulty: MediumDashboard Design, Components, and Dynamic Filters

A Salesforce Administrator is designing a new Customer Success Health Dashboard in Lightning Experience to display account renewal metrics and support ticket volumes across different customer tiers. The administrator plans to implement dashboard filters and visual components fed by custom reports. Which two statements accurately describe the design constraints and component requirements for this dashboard? (Select 2)

  1. A maximum of 3 dashboard filters can be added to a single Lightning dashboard.Answer
  2. Chart components require their underlying source reports to be grouped by at least one row or column.Answer
  3. C
    Setting a dynamic running user automatically grants viewing users full record access to underlying source report data regardless of Organization-Wide Defaults.
  4. D
    Summary formulas can be used in place of row-level formulas on tabular source reports without adding any report groupings.

Answer

The correct statements are that a maximum of 3 dashboard filters can be added to a single Lightning dashboard, and chart components require their underlying source reports to be grouped by at least one row or column.
The correct statements reflect core Salesforce dashboard constraints: a Lightning dashboard supports a maximum of 3 filters, and visual chart components require source reports formatted with at least one grouping (Summary or Matrix) to render data metrics.

Step-by-Step Solution

1
Evaluate dashboard filter limits in Lightning Experience.
Salesforce enforces a strict platform governor limit allowing up to 3 interactive dashboard filters per dashboard.
This maintains performance and user interface integrity when dynamically re-querying underlying report components.
2
Evaluate source report format requirements for chart components.
Chart components (bar, line, donut, funnel, pie) require grouped data (Summary or Matrix report formats).
A tabular report without groupings cannot aggregate values into data series needed to generate visual chart axes or segments.
3
Analyze security implications of dynamic dashboards and report formula types.
Dynamic running users enforce individual security access for dashboard views and underlying record drill-downs. Summary formulas cannot evaluate ungrouped tabular reports.
Security and report calculation rules follow strict platform models.

Key Concept

Dashboard Design, Components, and Dynamic Filters
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Topics

Dashboard Design, Components, and Dynamic Filters

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