Salesforce Report and Dashboard Interview Questions and Answers in 2021

Salesforce is the world’s largest cloud-based CRM platform. If you are preparing for Salesforce Admin Certification or any other Salesforce Interview, you need to learn the basics of the Salesforce Report and Dashboard section. In this article “Salesforce Report and Dashboard Interview Questions and Answers”, we will discuss various Salesforce Report and Dashboard interview questions and answers asked in different organizations recently. This article will help you out to successfully crack the Salesforce Report and Dashboard section of your interview. Let’s have a look at our Salesforce Report and Dashboard Interview Questions and Answers article to crack your interview.

Salesforce Report and Dashboard Interview Questions and Answers in 2021
Salesforce Report and Dashboard Interview Questions and Answers in 2021

QuestionDefine Reports in simple words?

Answer- Reports is defined as a list of records in form of rows and column. Further, in other words, we can say that to summarize the information of an object we use Reports in Salesforce.

Question- What are various types of Reports in Salesforce?

Answer- There are mainly four types of Reports that exist on the Salesforce platform.

  • Tabular Report
  • Summary Report
  • Matrix Report
  • Joined Report

Question- What do you mean by Tabular Report?

Answer- Tabular report is the most basic report type in Salesforce like Excel. These are the reports that display the data in a list or rows or table format including grand total.

Note: Dashboard can’t be generating by using tabular reports.

Question- What do you mean by Summary Report?

Answer- This is the most commonly used report type in Salesforce. It helps to display data in summary format or allows the grouping of rows of data.

Salesforce provides the functionality of Sorting and Subtotal in the Summary report.

Question- What do you mean by Matrix reports in Salesforce?

Answer- Matrix Report is one of the most complex report formats in Salesforce. It helps to create reports in form of a grid and also allows the grouping of rows and columns of data.

Question- What do you mean by Joined reports in Salesforce?

Answer- Joined report helps to create multiple report blocks where each block behaves like a sub-report having its own fields, columns, sorting, and filtering. It provides the functionality of different views of your data.

Note: A joined report can contain data from other report types such as tabular, summary, and matrix.

Question- What do you mean by Standard Reports in Salesforce?

Answer- These are the reports provided by Salesforce itself. Standard Reports can’t be deleted and used primarily for creating custom reports.

Question- What do you mean by Custom Reports in Salesforce?

Answer- These are the reports created by users with specific criteria within Salesforce. Unlike standard reports, we can delete, edit and store custom reports in a personal folder.

Question- What do you mean by Trend Reports in Salesforce?

Answer- These reports are used to display the historical data in Salesforce. It can be used to analyze which field contains data and we want to leave out.

Question- What do you mean by Standard Report Type in Salesforce?

Answer- Standard report types are created by Salesforce itself when creating objects and relationships between them such as Master-Detail Relationship, Lookup Relationship, and Junction Relationship.

Question- What do you mean by Custom Report Type in Salesforce?

Answer- It helps to build a framework in the report wizard when creating custom reports. These are the reports that allow admin to choose the desired fields for the user and also allow adding up to 4 objects in the report.

Question- Which report can be used to generate dashboards in Salesforce?

Answer- Summary and Matrix Reports can be used to generate dashboards in Salesforce. Further, Tabular and joined reports can’t be used to generate dashboards.

Question- List the all things that are not supported in Joined Reports?

Answer- There are the following things that a joined report not supports:

  • Bucket Field
  • Cross filters
  • The rows to display filter

Question- Who can run reports in Salesforce?

Answer- Mostly Salesforce provides the facility to run reports automatically when clicking on any report name. Further, in some cases, we can run reports by clicking the “Run Report” button on your screen.

Question- What do you mean by Bucket Field in reports?

Answer- The term Bucketing or Bucket fields are used to quickly categorize the report records in Salesforce. Further, it doesn’t require formula creation and custom fields.

We can add a maximum of five bucket fields per report and each may contain up to 20 buckets.

Question- What data types are supported in the Bucket field?

Answer- There is the following data types that support bucketing in reports:

  • Numeric
  • Picklist
  • Text field

Question- How many bucket fields can be added to the report?

Answer- Up to 5

Question- Which reports do not support Formula type?

Answer- Tabular Report does not support formula type in Salesforce. Further, all other reports such as Summary, Matrix and Joined support formula type with a number, percent, and currency format.

Question- What do you understand by Analytical snapshot?

Answer- Reporting snapshots allow users to run reports and save the report results as records on custom objects. Unlike reports, users can schedule reporting snapshots to summarize data at specific times and work with the summarized data similarly to how they work with other records in Salesforce.

Analytical snapshots are used to perform historical analysis in Salesforce. Further, it allows reports to run at the scheduled time to be stored as objects.

Question- How to set up an Analytical snapshot?

Answer- Analytical snapshot can be found under Report and Dashboard tab on the sidebar menu. You can take an analytical snapshot for the source reports like tabular or summary, etc.

Set up an Analytical snapshot: Report and Dashboard
Set up an Analytical snapshot: Report and Dashboard

There are few steps to setup Analytical Snapshots as follows:

  1. Select source report
  2. Select custom object
  3. Map source report fields to custom object fields
  4. Schedule the frequency for taking the snapshots

Question- What are the various benefits of Analytical snapshots in the report?

Answer- The benefits of using snapshots in reports are as follows:

  • Running faster reports by reporting on data that is already summarized
  • Creating dashboards that refresh quickly by associating them with pre-summarized data
  • Sorting and filtering specific data summaries via list views
  • Viewing trends in data via custom object records

Question- Which tab is used to create Report and Dashboard in Salesforce?

Answer- To create both Report and Dashboard we use the New Report tab on the User Interface while to view the dashboard we need to click the New Dashboard tab.

Create and view Report and Dashboard in Salesforce
Create and view Report and Dashboard in Salesforce

However, we can also view Dashboard on the home page of the UI.

Question- What do you mean by Dashboard?

Answer- Dashboards are the graphical representation of the report created in Salesforce. If a user wants a quick view of the report through visualization, Dashboards is the best way to represent the report.

Dashboard
Dashboard

A Dashboard can support a maximum of 20 components with drag and drop functionality.

Question- What are the different chart types available to create a Dashboard?

Answer- There are various chart types available to create a Dashboard in Salesforce:

Different chart types available to create a Dashboard
Different chart types available to create a Dashboard
  • Horizontal Bar Chart
  • Vertical Bar Chart
  • Line Chart
  • Pie Chart
  • Donut Chart
  • Funnel Chart
  • Scatter Chart
  • Gauge
  • Metric
  • Table
  • Visualforce page

Question- Which report format not supported by Dashboard?

Answer- Tabular report

Question- How Many Records We Can Display On Page For a Report?

Answer- You can display up to 2000 records on a page for a report.

Export Report data in Excel format
Export Report data in Excel format

However, if you need more than 2000 records on a page, you need to export records in an excel sheet by using the export option available on the user interface.

Question- What do you mean by scheduling a report?

Answer- Salesforce provides functionality to schedule a report for an upcoming date or timestamp whatever you need.

Question- What do you mean by the limitations of a report?

Answer- There is various limitations for creating a report in Salesforce as follows:

  • We can’t import data for a report from outside sources.
  • Salesforce doesn’t provide the facility of the pixel-perfect reports which means the user interface of Report and Dashboard is fixed in Salesforce.
  • We can’t display reports for more than one related list together.

 

Scheduling a Report
Scheduling a Report

Sometimes, your manager asks to send a report on specific weekdays, and then you can schedule a report to send automatically at a given time.

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