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PLAT-ADMN-201 · Question #68

The call center manager at Ursa Major Solar wants to provide agents with a case dashboard that can be drilled down by case origin, status, and owner. What should a Platform Administrator add to the…

The correct answer is A. Dashboard Filter. To provide a single dashboard that allows users to "drill down" or toggle between different data subsets, the administrator should add Dashboard Filters. A dashboard filter allows the manager or agent to select a value (e.g., "Origin = Phone" or "Status = New"), and all…

Submitted by cyberguy42· Apr 18, 2026Data and Analytics Management

Question

The call center manager at Ursa Major Solar wants to provide agents with a case dashboard that can be drilled down by case origin, status, and owner. What should a Platform Administrator add to the dashboard to fulfill the request?

Options

  • ADashboard Filter
  • BDashboard Widget
  • CCombination Chart
  • DBucket Column

How the community answered

(32 responses)
  • A
    91% (29)
  • B
    3% (1)
  • C
    6% (2)

Explanation

To provide a single dashboard that allows users to "drill down" or toggle between different data subsets, the administrator should add Dashboard Filters. A dashboard filter allows the manager or agent to select a value (e.g., "Origin = Phone" or "Status = New"), and all components on the dashboard will instantly refresh to show only the data matching that criteria. Salesforce allows up to three filters per dashboard, which perfectly accommodates the request for origin, status, and owner. While a Bucket Column (Option D) can group data within a report, it does not provide the interactive "drill down" capability on the dashboard itself. Widgets (Option B) are the components themselves, and Combination Charts (Option C) display multiple data sets in one visual but do not offer filtering functionality.

Topics

#Dashboard Filters#Reports and Dashboards#Data Filtering#Analytics

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