Given a Set of Desired Metrics (including Roles, Levels, Account Data Model), Determine the Appropriate Report, Dashboard, or Reporting Snapshot Solution. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 4)

Questions 16–18

1. 16application · medium

   A nonprofit's program team needs to see the current number of active volunteers per program. They also want to track how this number has changed over the last six months to identify trends. What is the best combination of reporting tools?

   • AA single report that shows the current count and a historical trend line
   • BA dashboard for the current count and a reporting snapshot for the six-month trend
   • CA dashboard with a historical trend component based on a standard report
   • DA reporting snapshot only, updated weekly
   Reveal Solution Discussion Select an answer first
2. 17application · medium

   The Director of Programs at a nonprofit wants to see a real-time summary of active program enrollments, total participants served this quarter, and the number of volunteers currently assigned to programs. The Director checks this information several times a day from her laptop and mobile phone. Which solution should the consultant recommend?

   • AA reporting snapshot scheduled to run daily and emailed to the Director
   • BA dashboard with multiple components showing the current enrollment, participation, and volunteer metrics
   • CA custom report type that combines program, participant, and volunteer objects into a single list view
   • DA tabular report listing all program enrollments, participants, and volunteer assignments
   Reveal Solution Discussion Select an answer first
3. 18expert · hard

   A nonprofit's data model has Accounts for donors and a separate custom object for program participants. The Development Director wants a report showing the total donations from accounts that are also program participants. The standard report types do not include a direct relationship between Opportunities and the custom participant object. What is the most effective way to build this report?

   • AUse a dashboard with two components, one for donations and one for participants
   • BAdd a formula field to the Opportunity to indicate if the account is a participant
   • CCreate a custom report type that joins Opportunities, Accounts, and the custom participant object
   • DCreate two separate reports and merge the data manually in a spreadsheet
   Reveal Solution Discussion Select an answer first