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Salesforce ANC-201 Exam - Topic 4 Question 52 Discussion

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?
B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
A) Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
C) Create a dashboard, clone it and filter It for each account record, and embed them into the account's record pages accordingly.

Salesforce ANC-201 Exam - Topic 4 Question 52 Discussion

Actual exam question for Salesforce's ANC-201 exam
Question #: 52
Topic #: 4
[All ANC-201 Questions]

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?

Show Suggested Answer Hide Answer
Suggested Answer: B

by Frederica at Jan 09, 2025, 01:09 PM

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Isidra
6 months ago
Just to clarify, is filtering by account's Id really the best option?
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Carline
6 months ago
C sounds overly complicated for this task.
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Chun
7 months ago
Wait, why would you filter by opportunity's Id? That doesn't seem right.
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Lera
7 months ago
Totally agree with B, makes the most sense!
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Agustin
7 months ago
Option B is the way to go! Filter by account's Id.
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Ashleigh
7 months ago
I definitely recall that filtering by the account's Id is crucial for displaying relevant opportunity data. So, I’m leaning towards option B.
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Candida
8 months ago
I’m a bit confused about whether we need to create multiple dashboards or just one with the right filter. I feel like option C might be overkill.
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Alaine
8 months ago
I remember practicing a similar question where we had to filter data for specific records. I think option B sounds familiar.
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Kenneth
8 months ago
I think the key is to filter the dashboard based on the account's Id, but I'm not completely sure if that's the right approach.
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Nu
8 months ago
I think option B is the way to go here. Filtering the dashboard by the account's Id field makes the most sense to me, since we want to display only the opportunities related to the current account. Seems like the simplest and most direct solution.
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Ettie
8 months ago
Option C seems like overkill for this scenario. Creating a separate dashboard for each account and embedding them all seems unnecessarily complex. I'd stick with either option A or B, whichever one seems more efficient.
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Page
8 months ago
Hmm, I'm a bit unsure about this one. I'm not sure if filtering by account Id is the best approach, since the question specifically mentions "opportunity data". Maybe option A, filtering by opportunity Id, would be a better fit?
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Devorah
8 months ago
This seems straightforward - I'd go with option B and filter the dashboard based on the account's Id field. That way, the dashboard will only show opportunities related to the current account.
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Alfred
1 year ago
B is the way to go, folks. Filtering by the account's Id is the easiest and most efficient solution. Anything else would be like trying to hit a bullseye with a boomerang.
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Sharen
1 year ago
Option B all the way! Filtering by the account's Id is a no-brainer. Anything else would just be a waste of time.
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Natalie
1 year ago
Option B is definitely the most efficient way to go about it. Filtering by the account's Id makes perfect sense.
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Clemencia
1 year ago
B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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Talia
1 year ago
Option B is the way to go. Applying the filter based on the account's Id is the way to make sure the dashboard only shows data for the current account.
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Charlene
1 year ago
Option B is the correct choice. It ensures the dashboard only displays data related to the current account.
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Eleonora
1 year ago
B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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Laura
1 year ago
But wouldn't filtering based on the opportunity's Id field show only data related to the current account viewed?
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Amber
1 year ago
I disagree, I believe the correct answer is B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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Maxima
1 year ago
Option B is definitely the correct answer. Filtering by the account's Id is the logical choice here.
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Gearldine
1 year ago
Agreed, it's important to display only the opportunity data related to the current account viewed.
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Magnolia
1 year ago
That makes sense, filtering by the account's Id would ensure the dashboard only shows relevant data.
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Celestina
1 year ago
B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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Barney
1 year ago
I agree, Option B is the best solution. Filtering by the account's Id is the most straightforward approach.
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Carry
1 year ago
I agree, Option B is the best solution. Filtering by the account's Id is the most straightforward approach.
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Bok
1 year ago
C) Create a dashboard, clone it and filter it for each account record, and embed them into the account's record pages accordingly.
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Magda
1 year ago
B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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Leonor
1 year ago
A) Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
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Laura
1 year ago
I think the answer is A) Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
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William
1 year ago
Option B seems like the way to go. Applying a filter based on the account's Id field makes sense to me.
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Oren
1 year ago
Option B seems like the way to go. Applying a filter based on the account's Id field makes sense to me.
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Ethan
1 year ago
B) Create the dashboard, insert in the account's record page, and apply a filter based on the account's Id field.
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Shaun
1 year ago
A) Create the dashboard, insert in the account's record page, and apply a filter based on the opportunity's Id field.
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