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Question 218 - Certified Advanced Administrator (CRT-211) discussion

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Cloud Kicks uses a dashboard with multiple components based on Account, Case, and Opportunity reports. The system administrator adds a dashboard filter on Account Owner. When filtering the dashboard by Account Owner, records are now missing from several Opportunity components.

What is the recommended way for the system administrator to resolve this issue?

A.
Add a cross-filter to the Opportunity source reports.
Answers
A.
Add a cross-filter to the Opportunity source reports.
B.
Use a custom report type for Accounts with or without Opportunities.
Answers
B.
Use a custom report type for Accounts with or without Opportunities.
C.
On the Opportunity components, change the equivalent field.
Answers
C.
On the Opportunity components, change the equivalent field.
D.
Create a joined Accounts and Opportunities report for the components.
Answers
D.
Create a joined Accounts and Opportunities report for the components.
Suggested answer: C

Explanation:

The equivalent field is the field that matches the dashboard filter field on the source report object. For example, if the dashboard filter is on Account Owner, then the equivalent field on the Opportunity object is Opportunity Owner. Changing the equivalent field ensures that the dashboard filter applies correctly to the Opportunity components.

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

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asked 23/09/2024
Gerrit Struik
54 questions
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