Salesforce Platform App Builder Certification Training - Reports

The video tutorial explains the concept of reports, highlighting the differences between standard and custom reports. It covers the creation and organization of report folders, emphasizing access control and customization. The tutorial also discusses collaboration through reports and list views, and the importance of setting accessibility and hierarchy for report folders. Finally, it provides a step-by-step guide on creating report folders.

What is a key requirement for viewing data in a report?

• Admin access to the system

• Edit permission on the report

• Read permission on the record

• Write permission on the report

Which of the following is true about standard reports?

• They can be edited or deleted

• They are stored in custom folders

• They are built from scratch

• They cannot be searched

Where can custom reports be stored?

• Only in the recycle bin

• Standard folders

• Personal, custom, or public folders

• Only in private folders

What is the first step in creating a new report folder?

• Click the save button

• Press the unique name button

• Click on the reports tab

• Enter the folder label

How can reports be customized for specific needs?

• By deleting unnecessary reports

• By editing standard reports

• By using the clone and save as feature

• By changing the report type

What is a key difference between reports and list views?

• List views are stored in public folders

• List views can combine multiple objects

• Reports are more collaborative

• Reports are for individual tasks

How can report folders be organized for accessibility?

• By making them visible to all users

• By restricting them to specific departments

• By deleting unused folders

• By renaming them frequently