Drag-and-Drop Dashboards: Enhancing Salesforce Administration Efficiencies

Capabilities of Drag-and-Drop Dashboards

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Question

Which is a capability of drag-and-drop dashboards? Choose 2 answers:

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Explanations

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A. B. C. D.

CD.

Sure, I'd be happy to explain the capabilities of drag-and-drop dashboards!

Drag-and-drop dashboards are a feature in Salesforce that allow users to quickly and easily create customized dashboards using a simple, intuitive interface. With drag-and-drop dashboards, users can drag and drop various components onto their dashboard, such as charts, tables, gauges, and more, to create a visual representation of their data.

Of the options you provided, the two correct answers are C and D.

C. Drag and Drop reports onto a dashboard as the data source of the component This capability allows users to select a report as the data source for a dashboard component. By dragging and dropping a report onto the dashboard, users can quickly create a new component that displays the data in the report. This is a powerful feature that allows users to create customized visualizations of their data without having to manually enter the data into the dashboard.

D. Drag and Drop chart types onto a dashboard to create a component. This capability allows users to select from a variety of pre-built chart types and drag them onto the dashboard to create a new component. Users can then configure the component to display the data they want, such as data from a report or a custom data source. This makes it easy for users to create dynamic, interactive charts that help them visualize their data in new ways.

A. Drag and Drop a dashboard onto any page in Salesforce This capability is not correct. While it is possible to add a dashboard to a page in Salesforce, it cannot be done by dragging and dropping the dashboard onto the page. Instead, users must use the Page Layout Editor to add the dashboard component to the page.

B. Drag and Drop records onto a dashboard This capability is also not correct. While it is possible to add records to a dashboard component, it cannot be done by dragging and dropping the records onto the dashboard. Instead, users must create a report that includes the records they want to display and then use the report as the data source for the dashboard component.