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The CRM Analytics consultant at Cloud Kicks is asked to a dashboard displaying Opportunities data on the account's record page. The dashboard should display only opportunity data related to the current account viewed.
How should the consultant accomplish this?
Suggested Answer: B
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6 comments · newest first
AY
Ayesha
10 hours ago
I think A might work too, but not as well.
LO
Lon
6 days ago
Option B is definitely the way to go!
CA
Casie
11 days ago
I definitely recall that filtering by the account's Id is crucial, so I lean towards option B, but I hope I’m not missing something important!
GE
Gerald
16 days ago
I'm a bit confused about whether we should create multiple dashboards for each account or just one with a filter. I feel like option C might be overcomplicating things.
TA
Talia
21 days ago
I remember practicing a similar question where we had to filter data for specific records, and I think option B sounds right for this scenario.
OC
Octavio
26 days ago
I think we need to filter the dashboard based on the account's Id, but I'm not entirely sure if that's the only step we need to take.