A Salesforce Administrator is building a support operations dashboard in Lightning Experience to monitor case resolution metrics across various product lines. The Support Director requests a dynamic dashboard filter based on the custom field 'Case Product Family' so team leads can filter the entire dashboard by product. While configuring the filter options, the administrator discovers that one specific chart component cannot be mapped to the 'Case Product Family' filter.
What is the cause of this mapping issue?
- The underlying source report does not include the 'Case Product Family' field or an equivalent compatible field in its report layout.Answer
- BThe dashboard running user lacks Field-Level Security access to the 'Case Product Family' field on the Case object.
- CThe source report contains a summary formula, which automatically disables dashboard filter mapping for that component.
- DThe source report is stored in a folder that has not enabled access propagation through the role hierarchy.
Answer
The underlying source report does not include the required field (or an equivalent compatible field) in its report layout.
When configuring dashboard filters in Salesforce Lightning Experience, each dashboard component must map the filter to a specific field present in its underlying source report. If the source report does not include the target field (or an equivalent field of a compatible data type), that component cannot participate in the filter until the field is added to the report.
Step-by-Step Solution
Key Concept
Dashboard Filter Field Mapping Requirements