SALESFORCE-ASSOCIATE Question #64: Real Exam Question with Answer & Explanation

Question

A VP of sales is requesting an easy-to-understand visual representation of accounts and opportunities that have been worked on by the sales agents in the current quarter in order to identify trends, sort data, and measure the impact of their activities. What is recommended to meet these requirements?

Options

• ACreate a list views.
• BCreate a dashboard.
• CCreate a custom tab.

Explanation

Creating a dashboard is the recommended way to meet the requirements of displaying an easy- to- understand visual representation of accounts and opportunities that have been worked on by the sales agents in the current quarter. A dashboard is a collection of components that display data from one or more reports in a graphical format, such as charts, gauges, metrics, and tables. A dashboard allows the user to identify trends, sort data, and measure the impact of their activities. For example, a dashboard could show the number of accounts and opportunities by sales agent, the total amount of closed won opportunities by month, and the average deal size by industry. Creating a list view would not work, because a list view is a filtered set of records that display data in a tabular format, not a graphical format. A list view does not allow the user to identify trends, sort data, or measure the impact of their activities. Creating a custom tab would not work, because a custom tab is a user interface element that allows the user to access a custom object, a web page, or a Lightning page. A custom tab does not display data in a graphical format, but in a record detail or page layout format.

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