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Zorluk: Çok zorDashboard Design, Components, and Dynamic Filters

A Salesforce Administrator at a software subscription company is building an executive dashboard in Lightning Experience that combines metrics from three distinct source reports: Opportunity Pipeline (Accounts with Opportunities), Support Tickets (Accounts with Cases), and Lead Generation (Leads). The administrator adds a dynamic dashboard filter based on the 'Account Industry' field. The filter successfully updates the Opportunity and Support Ticket components when a user selects an industry, but the Lead Generation component shows unfiltered totals and fails to respond to filter selections. What step must the administrator take to ensure the Lead Generation component filters correctly when an Industry is selected?

  1. Configure the dashboard filter properties by explicitly setting the field mapping for the Lead Generation source report to the Industry field on the Lead object.Cevap
  2. B
    Update the dashboard security settings to run as the logged-in user so that Lead record access and field visibility are dynamically evaluated for each viewer.
  3. C
    Modify the Lead Conversion field mapping configuration in Setup to map the Lead Industry custom field to the Account Industry standard picklist.
  4. D
    Add a row-level formula column to the Lead Generation source report and reference it as a summary formula before adding the component back to the dashboard.

Cevap

Configure the dashboard filter properties by explicitly setting the field mapping for the Lead Generation source report to the Industry field on the Lead object.
When a dynamic dashboard filter is defined using a field from one object (e.g., Account Industry), Salesforce automatically maps components whose source reports include that field. For components built on different primary objects (e.g., Leads), the administrator must manually edit the dashboard filter properties and select the corresponding field (e.g., Lead Industry) for that source report.

Adım Adım Çözüm

1
Identify why the dashboard component is not responding to the filter.
The dashboard filter uses 'Account Industry' as its filtering field. Components based on Account report types map automatically, but components based on the Lead object do not contain the Account object field.
Salesforce dynamic dashboard filters require every source report type to have a mapped equivalent field if that component is expected to react to the filter selection.
2
Edit the dashboard filter properties in the Lightning Dashboard Builder.
Access the field mapping configuration panel for the specific filter.
Field mappings determine which field in each source report corresponds to the master filter criteria.
3
Set the field mapping for the Lead report component to the 'Industry' field on Leads.
The Lead Generation component now successfully filters Lead records when users select an Account Industry filter value.
Mapping the equivalent object field enables multi-object dynamic filtering across heterogeneous report types on a single dashboard.

Anahtar Kavram

Dashboard Filter Field Mapping Across Multiple Report Types
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Konular

Dashboard Design, Components, and Dynamic Filters

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