A Salesforce Administrator at an automotive dealership group is configuring a central sales and service performance dashboard in Lightning Experience. The dashboard incorporates components based on both Lead and Service Appointment custom reports. To allow regional managers to refine the dashboard metrics by geographic territory and timeframe, the administrator plans to add dynamic dashboard filters. Which two requirements and capabilities must the administrator consider when implementing these dashboard filters? (Select 2)
- A maximum of 3 filters can be added to a single Lightning dashboard.Answer
- BApplying a dashboard filter automatically expands a user's record-level access to match the running user's visibility for filtered components.
- Fields used for filtering must be explicitly mapped for each source report if the equivalent fields differ across objects.Answer
- DSource reports can evaluate row-level formulas as summary filters to bypass grouping requirements when adding chart components.
Answer
The correct requirements are that a maximum of 3 filters can be added to a single Lightning dashboard, and fields used for filtering must be explicitly mapped for each source report when the objects differ.
Salesforce enforces a standard limit of 3 dynamic filters per Lightning dashboard. Additionally, when dashboard components rely on source reports built from different objects, the administrator must map the filter to equivalent fields on each object so the filter applies correctly across all components.
Step-by-Step Solution
Key Concept
Lightning Dashboard Filters and Field Mapping