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Zorluk: OrtaDashboard Design, Components, and Dynamic Filters

An administrator at a renewable energy company builds an executive dashboard containing components based on both Account reports and Opportunity reports. The administrator configures a dashboard filter using the Account Industry field. During testing, selecting an industry value filters the Account-based components, but the Opportunity-based components continue displaying unfiltered data. What action should the administrator take to resolve this issue?

  1. A
    Update the dashboard security configuration to set the running user as 'View dashboard as the logged-in user'.
  2. B
    Recreate the Opportunity source report as a summary report using a row-level formula to enable dynamic dashboard filtering.
  3. Edit the dashboard filter properties and manually map the filter to the Account Industry field for the Opportunity source report.Cevap
  4. D
    Create a custom matching rule on the Opportunity object to synchronize Account filter criteria across report types.

Cevap

The administrator must edit the dashboard filter properties and manually map the filter to the Account Industry field for the Opportunity source report.
Dashboard filters apply criteria to components based on mapped fields. When dashboard components rely on reports built from different objects (such as Accounts and Opportunities), Salesforce may not automatically detect which field in the Opportunity report corresponds to the Account Industry filter. Manually editing the dashboard filter settings to map the filter to the Account Industry field available on the Opportunity object ensures all components update correctly when the filter is applied.

Adım Adım Çözüm

1
Identify the cause of unfiltered components on a dashboard.
Recognize that dashboard filters require each source report to specify which field corresponds to the dashboard filter.
When source reports use different primary objects (e.g., Accounts vs. Opportunities), automatic mapping may fail if the field relationship is not automatically detected.
2
Navigate to the dashboard filter settings in the Lightning Dashboard Builder.
Access the field mapping configuration for each component using a source report.
Each dashboard filter allows explicit selection of equivalent fields across all underlying source reports.
3
Select the Account Industry field (via the related Account object) for the Opportunity source report component.
All components dynamically update when a user selects an industry filter value.
Manual field mapping ensures the filter criteria are passed correctly to all report types.

Anahtar Kavram

Dashboard Filter Field Mapping Across Multiple Source Reports
Tahmini Süre:1m 30s
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Dashboard Design, Components, and Dynamic Filters

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