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Salesforce Plat-101 Exam - Topic 1 Question 10 Discussion

Actual exam question for Salesforce's Plat-101 exam
Question #: 10
Topic #: 1
[All Plat-101 Questions]

A sales rep at Get Cloudy Consulting asks the new Salesforce associate to give them a report showing all the active accounts for the sales rep's territory.

Where should the associate go to create a new report for Accounts?

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Suggested Answer: C

The Reports tab is where the associate should go to create a new report for Accounts. The Reports tab allows the user to create, view, edit, and run reports in Salesforce. The user can select a report type, such as Accounts, Accounts with Contacts, or Accounts with Opportunities, and then add filters, groupings, charts, and other features to customize the report. The Setup menu is where the user can configure the settings and customization of Salesforce, such as creating objects, fields, workflows, and security settings. The Accounts tab is where the user can view, create, edit, and delete account records in Salesforce.


Contribute your Thoughts:

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Maile
5 days ago
I remember practicing a similar question where we had to create a report. I think we might need to use the report builder to set the criteria.
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Reid
10 days ago
I think we need to go to the Reports tab, but I'm not entirely sure if there's a specific way to filter for active accounts.
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Lawana
15 days ago
I'm a little confused on the best way to approach this. I'll need to review my notes and maybe even ask the instructor for some guidance to make sure I'm doing this correctly.
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Nickolas
20 days ago
Easy peasy! I'd just head to the Reports section, click "New Report", and then select the Accounts object. Should be straightforward from there.
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Vincenza
25 days ago
Okay, for this type of request, I'd probably go to the Reports tab and see if I can create a new custom report from there. That seems like the most logical place to start.
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Earnestine
1 month ago
Hmm, I'm a bit unsure where exactly to go to create a new report. I'll need to check the Salesforce documentation to make sure I'm on the right track.
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Sina
1 month ago
I think I'd start by going to the Accounts object and seeing if there's a report template I can use as a starting point.
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