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Salesforce Plat-Admn-301 Exam - Topic 1 Question 13 Discussion

Ursa Major Solar (UMS) wants to identify customers that need to install a new solar panel monitor system it recently released. UMS tracks the installed products as Asset records that art related to the Account. Sales management has asked the administrator to create a report for users.What is the recommended method for the administrator to meet the requirement?
D) Use a Cross Filter with WITHOUT logic.
A) Use PREVGROUPVAL() in Report Builder.
B) Use Role Hierarchy filter to restrict related records.
C) Use a Summary report with Bucket Columns.

Salesforce Plat-Admn-301 Exam - Topic 1 Question 13 Discussion

Actual exam question for Salesforce's Plat-Admn-301 exam
Question #: 13
Topic #: 1
[All Plat-Admn-301 Questions]

Ursa Major Solar (UMS) wants to identify customers that need to install a new solar panel monitor system it recently released. UMS tracks the installed products as Asset records that art related to the Account. Sales management has asked the administrator to create a report for users.

What is the recommended method for the administrator to meet the requirement?

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Suggested Answer: D

A cross filter with WITHOUT logic is a method for creating a report that shows accounts that are missing certain related records. A cross filter is a filter that lets you include or exclude records in your report based on related objects and their fields. You can use cross filters to create reports on accounts with or without opportunities, contacts, cases, or other related objects. In this case, you can use a cross filter with WITHOUT logic to show accounts without assets that have a certain product name or code. This way, you can identify customers that need to install a new solar panel monitor system. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_cross_filters.htm&type=5


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Myong
4 days ago
I’m surprised they didn’t mention using dashboards for this!
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Joana
9 days ago
PREVGROUPVAL() could work too, but it might be overkill.
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Catalina
14 days ago
Wait, are we really using Bucket Columns for this? Sounds odd.
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Bernardo
19 days ago
I disagree, D seems more effective for filtering out unnecessary info.
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Johnetta
24 days ago
I think option C is the best choice for summarizing data.
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Dalene
30 days ago
I feel like the Role Hierarchy filter might limit the data too much; we need to see all customers who might need the new system.
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Penney
1 month ago
PREVGROUPVAL() sounds familiar, but I don't think it's what we need here since we're not calculating anything over groups.
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Zachary
1 month ago
I remember practicing with Cross Filters, and they seemed useful for excluding certain records, but I can't recall if they fit this scenario.
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Marsha
2 months ago
I think using a Summary report with Bucket Columns could help categorize the customers based on their needs, but I'm not entirely sure if that's the best approach.
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