Salesforce Exam CRT-211 Topic 7 Question 83 Discussion

Actual exam question for Salesforce's CRT-211 exam

Question #: 83
Topic #: 7

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?

AAdd a cross-filter to the Opportunity source reports.

BUse a custom report type for Accounts with or without Opportunities.

COn the Opportunity components, change the equivalent field.

DCreate a joined Accounts and Opportunities report for the components.

Show Suggested Answer

Suggested Answer: C

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

by Dorothy at Feb 09, 2024, 03:22 AM

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Paz

10 months ago

Personally, I'm leaning towards option A. Cross-filtering is a classic solution for this kind of issue. Plus, it's the most '90s-sounding option, and we all know the '90s were the golden age of dashboard design.

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Mary

9 months ago

Yeah, I agree. It's a classic solution and it sounds like it would work well in this situation.

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Maxima

9 months ago

I think option A is the way to go. Cross-filtering should fix the missing records.

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Selma

10 months ago

Creating a joined Accounts and Opportunities report for the components could also be a good way to resolve the issue.

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Elsa

10 months ago

I believe changing the equivalent field on the Opportunity components might be the best solution.

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Nina

10 months ago

But wouldn't using a custom report type for Accounts with or without Opportunities also work?

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Kimbery

10 months ago

I think the system administrator should add a cross-filter to the Opportunity source reports.

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Jennie

10 months ago

Hold up, why not just create a joined Accounts and Opportunities report for the components like in option D? Seems like that would do the trick.

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Levi

10 months ago

I agree, let's go with option D.

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Glory

10 months ago

Yeah, that sounds like a good solution.

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Colton

10 months ago

I think creating a joined Accounts and Opportunities report could work.

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Eura

11 months ago

I agree with Glory, adding a cross-filter seems like the best option here.

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Daisy

11 months ago

Using a custom report type for Accounts with or without Opportunities in option B seems like a clever workaround. I might give that a shot.

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Jacklyn

11 months ago

Hmm, I'm not sure about that. Changing the equivalent field on the Opportunity components in option C sounds like it could be worth a try.

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Brigette

10 months ago

Creating a joined Accounts and Opportunities report for the components in option D might be the best solution.

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Devora

10 months ago

Maybe adding a cross-filter to the Opportunity source reports in option A could also help.

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Carmelina

11 months ago

Maybe adding a cross-filter to the Opportunity source reports in option A could also help.

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Detra

11 months ago

I think option C could work, changing the equivalent field on the Opportunity components.

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Tess

11 months ago

I think option C could work, changing the equivalent field on the Opportunity components.

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Delsie

11 months ago

I think B) Use a custom report type for Accounts with or without Opportunities might work too.

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Kattie

11 months ago

I think option A is the way to go. Adding a cross-filter to the Opportunity source reports seems like the most straightforward solution.

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Ezekiel

10 months ago

D) Create a joined Accounts and Opportunities report for the components.

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Delmy

11 months ago

C) On the Opportunity components, change the equivalent field.

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Sherrell

11 months ago

A) Add a cross-filter to the Opportunity source reports.

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Phillip

11 months ago

That makes sense, it's a direct solution to the problem.

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Nieves

11 months ago

I agree, adding a cross-filter to the Opportunity source reports should fix the issue.

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Marica

12 months ago

I disagree, I believe the solution is D) Create a joined Accounts and Opportunities report for the components.

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Glory

1 years ago

I think the answer is A) Add a cross-filter to the Opportunity source reports.

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