The Director of Sales wants a report that meets the following criteria:
All accounts in NY, MA, PA and NJ Account rating of "Hot" or Annual Rev over $8M .The report must meet
the state criteria but can optionally meet the account rating or the annual revenue.
Which report format would you use to create this custom report?
A. The Tabular Report
B. The Summary Report
C. Matrix Report.
Define the Matrix Report.
A. Summarizes data in a grid against horizontal and vertical criteria. Matrix reports provide totals for both rows and columns. Matrix reports may also be used to support dashboard components.
Define the Summary Report.
A. Provides a listing of data, plus sorting and subtotaling of data. May be used to support dashboard components.
Which takes precedence: User's language setting or Company profile default language?
A. User's language setting.
Custom Summary Formulas are based on hard record values but used to create a temporary formula for custom reporting needs.
A. True
B. False
Define the Tabular Report.
A. Provides a simple listing of your data without subtotals. The only format that has a floating report header.
Standard Reports May be used as a starting point for Custom Reports
A. True
B. False
Standard Reports can be deleted?
A. True
B. False
What are Standard Reports?
A. Out of the box reports from SF
When is it appropriate to use the Import Wizard versus the Data Loader?
A. Need to prevent duplicates and when the Admin needs to choose whether to trigger Workflow rules (or not)
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