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Zorluk: OrtaDashboard Design, Components, and Dynamic Filters

A Salesforce Administrator at a financial services enterprise is configuring a Lightning Experience dashboard to track wealth management portfolio performance across multiple business units. The executive team requests interactive dashboard filters to segment the components by Advisor Region, Account Tier, and Fiscal Quarter. The team then asks to add a fourth filter for Investment Product Type to further refine the metrics. Which restriction will the administrator encounter when attempting to fulfill this request?

  1. A Lightning dashboard supports a maximum of 3 filters, preventing the administrator from adding a fourth filter.Cevap
  2. B
    Dashboard filters can only be applied if all underlying source reports use the exact same custom report type.
  3. C
    Adding dashboard filters automatically converts the dashboard into a dynamic dashboard, consuming an organizational dynamic dashboard license.
  4. D
    Dashboard filters can only be applied to metric and gauge components, but not to charts or table components.

Cevap

A Lightning dashboard supports a maximum of 3 filters, preventing the administrator from adding a fourth filter.
In Salesforce Lightning Experience, each dashboard supports up to 3 interactive filters. Each filter can have up to 50 filter options, but the total number of distinct filter controls per dashboard cannot exceed 3.

Adım Adım Çözüm

1
Analyze the request for dashboard design requirements
The user wants to configure 4 interactive dashboard filters: Advisor Region, Account Tier, Fiscal Quarter, and Investment Product Type.
Understanding the number of requested dashboard filters is necessary to evaluate against Salesforce system limits.
2
Evaluate against Salesforce Lightning dashboard filter limits
Salesforce enforces a maximum limit of 3 dashboard filters per dashboard.
Attempting to add a 4th filter will result in a system restriction in the Dashboard Builder.
3
Identify the governing restriction and administrator action
The administrator must inform stakeholders of the 3-filter limitation and decide which 3 filters provide the highest business value.
System limits cannot be exceeded without modifying dashboard architecture or using separate dashboards.

Anahtar Kavram

Salesforce Dashboard Filter Limits
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