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Question 14 - Certified Advanced Administrator (CRT-211) discussion

Report
Export

AW Computing wants to embed a report chart on the Account record page that shows the value of closed sales for that account. The chart should be limited to users in the Sales Manager role on the Account record pages.

how should this be accomplished?

A.
Create a new report and assign it to the component.
Answers
A.
Create a new report and assign it to the component.
B.
Create a new page layout for the Sales Manager role.
Answers
B.
Create a new page layout for the Sales Manager role.
C.
Filter component visibility for the Account ID.
Answers
C.
Filter component visibility for the Account ID.
D.
Filter component visibility for the Sales Manager role.
Answers
D.
Filter component visibility for the Sales Manager role.
Suggested answer: C

Explanation:

To embed a report chart on a record page, you need to use a lightning component that displays report charts. You can filter the component visibility by setting conditions based on record fields, user attributes, or device type. In this case, you can filter the component visibility by matching the Account ID field on the report chart with the Account ID field on the record page. This will ensure that only the relevant data for that account is shown on the chart.

Reference: https://help.salesforce.com/s/articleView?id=sf.reports_embed_chart_lightning.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.app_builder_set_component_visibility.htm&type=5

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asked 23/09/2024
ALOUAT EKRAM
45 questions
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