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Zorluk: OrtaDashboard Design, Components, and Dynamic Filters

A Salesforce Administrator is configuring a global partner management dashboard to monitor channel partner performance across different regions and business sectors. The Vice President of Channel Sales requests interactive filtering capabilities on the dashboard so account directors can slice visual metrics by Partner Region and Partner Industry. Which two considerations or technical constraints must the administrator keep in mind when setting up dashboard dynamic filters? (Select 2)

  1. A maximum of 3 dashboard filters can be added to a single dashboard, with up to 50 filter values per filter.Cevap
  2. Each dashboard filter field must map to equivalent fields available in the source reports powering the dashboard components.Cevap
  3. C
    Configuring dashboard filters dynamically grants dashboard viewers view-all access to underlying source report records regardless of Organization-Wide Defaults.
  4. D
    Dashboard filter options can only be generated from summary formulas defined inside the source reports.

Cevap

The administrator must remember that a maximum of 3 dashboard filters can be added per dashboard (with up to 50 option values each) and that each filter must map to equivalent fields present in the source reports.
Salesforce allows administrators to add up to 3 filters per dashboard, with each filter supporting up to 50 filter options. Additionally, for a dashboard component to reflect a filter correctly, the underlying source report must contain a field that maps to the selected dashboard filter field.

Adım Adım Çözüm

1
Review platform limits for dashboard dynamic filters.
Identify that Salesforce allows a maximum of 3 dashboard filters per dashboard, and each filter supports up to 50 values.
Understanding system limits ensures the dashboard design complies with platform capabilities.
2
Evaluate field mapping requirements across source reports.
Confirm that each dashboard filter field must map to equivalent fields in the source reports of the dashboard components.
If a source report lacks a mapped field, the dynamic filter will not apply to that component.

Anahtar Kavram

Dashboard Dynamic Filters Limits and Field Mapping
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