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Difficulty: EasyDashboard Design, Components, and Dynamic Filters

A Salesforce Administrator is setting up a team dashboard to monitor sales operations. The administrator plans to add dashboard filters so team members can interactively filter the visual data by territory and industry. Which TWO statements accurately describe the capabilities and behavior of dashboard filters in Salesforce? (Select 2)

  1. Dashboard filters apply only to components whose underlying source reports contain equivalent fields to the filter criteria.Answer
  2. B
    Adding a dashboard filter automatically converts a static dashboard into a dynamic dashboard that runs as the logged-in user.
  3. A single dashboard filter allows administrators to define multiple filter options to categorize and group dataset results.Answer
  4. D
    Applying a dashboard filter grants viewing users access to underlying report records that are otherwise restricted by object sharing settings.

Answer

Dashboard filters apply to components whose source reports contain matching fields, and administrators can define multiple filter options within a filter definition to group data.
Dashboard filters work by mapping specified filter fields to corresponding fields in the source reports of each dashboard component. Additionally, administrators can define multiple filter options per filter to give users predefined choices for slicing the data.

Step-by-Step Solution

1
Evaluate field mapping requirements for dashboard filters.
Confirm that for a dashboard component to reflect a filter, its source report must include a compatible field mapped to that filter.
Filters interact directly with report data fields.
2
Analyze filter configuration capabilities.
Verify that administrators can configure multiple options (such as combinations of picklist values or date ranges) per filter.
This allows users to choose from predefined subsets when interacting with the dashboard.
3
Distinguish dashboard filter functionality from security and dynamic dashboard settings.
Recognize that adding filters does not alter the running user setting or override record visibility rules.
Dashboard security settings (running user) and interactive dynamic filters operate independently.

Key Concept

Dashboard Dynamic Filters Configuration and Mechanics
Estimated Time:1m 0s
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Topics

Dashboard Design, Components, and Dynamic Filters

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