A Salesforce Administrator at an agricultural machinery distributor is building a central performance dashboard in Lightning Experience to monitor opportunity sales pipelines and customer support cases across different territories. The administrator plans to add dashboard filters so regional managers can filter components by Region and Industry.
Which two considerations must the administrator keep in mind when configuring these dashboard components and dynamic filters? (Select 2)
- A maximum of 3 dashboard filters can be added to a single Lightning dashboard.Cevap
- Source reports must contain at least one grouping to be used as data sources for chart components.Cevap
- CApplying a dashboard filter temporarily grants users access to underlying records restricted by Organization-Wide Defaults.
- DDashboard filter criteria can only be mapped to summary formula fields created within the underlying source reports.
Cevap
The correct statements are that a maximum of 3 dashboard filters can be added to a single Lightning dashboard, and that source reports must contain at least one grouping to be used as data sources for chart components.
The options specifying that a single Lightning dashboard supports a maximum of 3 filters and that source reports require at least one grouping for chart components are correct. Salesforce limits each dashboard to 3 dynamic filters. Furthermore, dashboard charts require grouped report data (Summary, Matrix, or Joined reports) to render categories and metrics.
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Dashboard design component requirements and dynamic filter limits