Salesforce interview Question
What are dynamic dashboards? Can dynamic dashboards be scheduled?
Before we understand dynamic dashboards, let us first understand static dashboards. Static dashboards are the basic dashboard types that will be visible to any user who has made a report out of his data. An example of this is what a Sales manager/ Marketing manager would be able to see on his Salesforce org. In other words, a normal dashboard shows data only from a single user’s perspective. Now comes the concept of dynamic dashboards.
Dynamic dashboards are used to display information which is tailored to a specific user. Let us consider the same example as above. In case the Sales manager wants to view the report generated specific to only one of his team members, then he can use dynamic dashboards.
What are the different types of reports available in Salesforce? Can we mass delete reports in Salesforce?
Salesforce Report Types
| 1. Tabular reports | Simple Excel type tables which provide a list of items with the grand total |
| 2. Summary reports | Similar to Tabular reports, but also have functionality of grouping rows, viewing subtotals & creating charts |
| 3. Matrix reports | Two-dimensional reports which allow you to group records both by row and column |
| 4. Joined reports | Multiple blocks showing data from different reports based on same or different report types |
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