Salesforce Certified Advanced Administrator — Question 157

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?

Answer options

• A. Use a custom report type for Accounts with or without Opportunities.
• B. On the Opportunity components, change the equivalent field.
• C. Add a cross-filter to the Opportunity source reports.
• D. Create a Joined Accounts and Opportunities report for the components.

Correct answer: C

Explanation

The recommended solution is to add a cross-filter to the Opportunity source reports, as this allows for filtering based on related records, thereby ensuring that the necessary data is displayed. The other options do not directly address the issue of missing records when using the Account Owner filter and may complicate the reporting further without resolving the underlying problem.