Salesforce Interview Questions:Reports & Dashboards


Reports & Dashboards

1. What are the different formats of reports available in Salesforce?

Answer: Tabular, Summary, Matrix, and Joined reports.

2. What all reports are supported on the dashboard? [Download these interview questions pdf]

Answer: Tabular, summary, and matrix reports.

3. Are newly created fields automatically included in your custom report types?

Answer: Yes, if you tick mark the option to include it in the report types while creating the field, you will have to add them manually.

4. What is a report type?

Answer: A report type is like a template which makes reporting more straightforward. The report type determines which fields and records are available for use when you are creating a report. This is based on the relationships between a primary object and its related objects. For example, with the 'Contacts and Accounts' report type, 'Contacts' is the primary object, and 'Accounts' is the related object. Contacts and Accounts is a standard report type that comes from OOTB.

5. What is the difference between custom report types and standard report types? (This may comes unders Scenario based question which frequently asked by interviewers.)

Answer: Standard report types are report types which Salesforce create itself when we create objects and relationships between them, for example, Contacts and Accounts.

Custom report types allow the admin to specify all fields available to the user while creating a report. Also, it provides functionality to associate up to 4 objects. It's like creating a template that tells Salesforce that I need these objects with these fields to be available to create the report.

6. Can you schedule reports in Salesforce?

Answer: Yes, you can schedule reports to run at specific intervals in Salesforce. This allows you to automate the generation and delivery of reports to specified recipients via email.

7. What is the purpose of report filters in Salesforce?

Answer: Report filters allow you to narrow down the data included in a report by specifying criteria. They help you focus on specific subsets of data and refine the results to meet your reporting needs.

8. How can you create a cross-filter in Salesforce reports?

Answer: Cross-filters in Salesforce reports enable you to add additional related records to your report results. You can create cross-filters by selecting the "Add Cross Filter" option in the report builder and specifying the relationship between objects.

9. What is bucketing in Salesforce reports?

Answer: Bucketing in Salesforce reports allows you to group data into customizable ranges or categories. It is useful for organizing data into meaningful segments, such as age ranges or revenue brackets, for better analysis and reporting.

10. How can you add a chart to a Salesforce dashboard?

Answer: To add a chart to a Salesforce dashboard, you can go to the dashboard editor, click on the "Add Chart" button, and select the report that contains the chart you want to add. You can then configure the chart settings and position it on the dashboard.

11. Can you drill down from a dashboard component to a report in Salesforce?

Answer: Yes, you can enable drill-down functionality on a Salesforce dashboard component. By configuring drill-down actions, you can specify which report to open and what parameters to pass when a user clicks on a specific data point or chart element on the dashboard.

12. How can you control access to reports and dashboards in Salesforce?

Answer: Access to reports and dashboards in Salesforce can be controlled through various means, such as sharing settings, folder permissions, and dashboard viewer access. You can define who can view, edit, or manage reports and dashboards based on user roles, profiles, or specific sharing rules.

13. What is a dynamic dashboard in Salesforce?

Answer: A dynamic dashboard in Salesforce is a dashboard that allows users to personalize the components and data displayed based on their preferences. Users can choose which reports to include

, apply filters, and customize the layout of the dashboard to suit their needs.

14. Can you schedule dashboards to refresh automatically in Salesforce?

Answer: Yes, you can schedule dashboards to refresh automatically at specific time intervals in Salesforce. This ensures that the data displayed on the dashboard is up to date without requiring manual intervention.

15. How can you export data from a Salesforce report or dashboard?

Answer: In Salesforce, you can export data from a report or dashboard by using the export options available within the report or dashboard. These options typically include formats like CSV, Excel, or PDF, allowing you to download and save the data locally.

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