Be able to map a reporting or retention requirement to the right Salesforce feature: custom report types, cross filters, Field History Tracking, Field Audit Trail, Data Export Service, or Data Loader. The single most important thing is identifying the correct data source and access context before choosing a tool.
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Domain overview
This domain covers how administrators report on, secure, and preserve Salesforce data. Questions present a business need and ask you to choose the correct reporting feature, field history option, dashboard behavior, or backup tool. Expect scenario-based items on report types, cross filters, field history tracking, and data export versus third-party backup services.
Exam objectives
Selecting custom report types and cross filters to expose converted Lead and Opportunity data
Enabling Field History Tracking and Field Audit Trail to retain changes to key fields like Amount
Using Data Loader, Data Export Service, and scheduled backups for enterprise data and attachments
Diagnosing dashboard component results by checking running user, filters, and report source
Assuming standard Campaign report types already include converted Lead detail; they require a custom report type or cross filter.
Confusing Field History Tracking retention with Field Audit Trail, which is needed for longer historical retention.
Forgetting that a dashboard shows data as the running user, not the viewing user, causing unexpected totals.
Click any question to see the full explanation and answer options, or start a focused practice session above.
A user receives the error shown in the exhibit when trying to export a specific report. What should the administrator check first?
2Which tool should an administrator use to ensure that the data structure of the 'Account' object remains consistent across all business units while allowing for specialized fields in specific regions?
3An administrator needs to track changes to the value of the 'Amount' field on Opportunities over time. Which feature is most appropriate for this requirement?
4An administrator needs to schedule a weekly backup of all Salesforce enterprise data, including attachments, documents, and standard object records. Which tool is officially recommended and supported by Salesforce for this recurring automated export requirement?
5An administrator has created a custom report type on Accounts with Contacts. Sales users complain that when they run this report, many important accounts are missing from the results. Upon investigation, the administrator discovers that the missing accounts have no related contact records. How should the administrator resolve this issue?
6Refer to the exhibit. A user cannot access a report, despite having 'Read' access to the underlying object. What is the most likely cause?
7A Marketing user needs to analyze campaign performance. They want to see which leads were converted into opportunities, but the standard 'Campaigns' report type does not show converted lead details. What should the administrator do?
8Which report format allows a user to group records by both rows and columns?
9A user is complaining that a dashboard component is not showing the expected data. The user has access to the report, but the dashboard shows a different total. What is the most likely cause?
10Refer to the exhibit. An administrator is trying to run a report, but the CLI debug output indicates it stopped at 2,000 rows. What is the cause of this limitation?
11A company wants to track the number of new leads generated by each campaign. What is the best way to visualize this data?
12Which of the following is a limitation of a joined report?
13A manager needs a dashboard that shows the total number of open cases for each support agent. What is the first step in creating this?
14An administrator wants to display a grand total of closed-won opportunities on the company homepage. Which component should they add to the dashboard?
15Universal Containers needs to prevent sales users from viewing sensitive financial fields on the Opportunity object while ensuring managers retain full access. What is the most efficient way to implement this?
16Refer to the exhibit. An administrator is analyzing data consistency. Which Salesforce reporting feature uses this logic to display only records where the Opportunity stage is Closed Won?
17Universal Containers stores order history in a custom object called Order__c, and the analytics team runs a report that groups revenue by Billing Country. The administrator notices the report shows a row labeled 'Others' that contains 45% of the revenue. The team needs the countries to be listed individually. What should the administrator do first?
18Universal Containers' administrator is asked to build a report that shows only Opportunities whose Amount is greater than $100,000. The administrator must ensure that the filter uses the Amount field, which is a currency field. Which report filter option should the administrator use?
19Universal Containers is preparing to load 50,000 new Lead records into Salesforce using the Data Import Wizard. Before loading, the administrator must ensure that the Lead Source field is populated with one of the existing picklist values. What should the administrator do to meet this requirement?
20A sales operations analyst at Universal Containers needs to see the total amount of all Opportunities related to each Account, displayed directly on the Account record page, without opening each Opportunity. Which feature should the administrator configure?
21Universal Containers has a custom object 'Project__c' with a lookup relationship to Account. The administrator needs to create a report that shows all Accounts that have at least one related Project with a status of 'Active'. Which type of report should be used?
22Universal Containers' administrator needs to create a report that shows the total amount of all closed won Opportunities for each Account. The administrator wants to ensure that the report displays the Account Name, the total Amount, and the number of Opportunities. Which report format should the administrator use?
23Universal Containers has a large number of leads that need to be imported. The administrator must ensure that duplicate leads are not created during the import process. Which feature should be used to prevent duplicates?
24A sales manager at Universal Containers wants to see the total amount of all closed won opportunities for the current fiscal year, grouped by sales representative. The administrator needs to create a report that shows this information and allows the manager to easily identify the top performers. Which report format should the administrator use?
25Universal Containers has a custom object 'Project__c' that has a lookup relationship to Account. The administrator needs to create a formula field on Project__c that displays the Account's Industry. However, when viewing a Project record, the Industry field is blank even though the related Account has an Industry value. What is the most likely cause?
Be able to map a reporting or retention requirement to the right Salesforce feature: custom report types, cross filters, Field History Tracking, Field Audit Trail, Data Export Service, or Data Loader. The single most important thing is identifying the correct data source and access context before choosing a tool.
The Courseiva SF-Admin question bank contains 25 questions in the Data and Analytics Management domain. Click any question to see the full explanation and answer breakdown.
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