Salesforce Certified Data Architecture Practice Test

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What steps are involved in creating a custom report in Salesforce?

Selecting a report type and configuring email settings

Choosing report types, dragging in fields, applying filters, and saving the layout

The process of creating a custom report in Salesforce primarily involves choosing the appropriate report types, which determine the data that will be included in the report. After selecting the report type, users can drag in relevant fields to the report layout, which allows for customization of the data presentation as per the user's requirements. Additionally, applying filters is crucial for refining the data being reported, ensuring that only the most relevant information is displayed. Finally, saving the layout ensures that the report can be accessed later without needing to recreate the configurations.

This sequence of steps highlights the user-centric approach in Salesforce reporting, allowing for tailored data insights that meet specific business needs. The emphasis on these steps reflects the core functionalities of Salesforce reporting tools, thus making option B the best illustration of the custom report creation process.

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Entering user data, creating custom dashboards, and launching reports

Defining data objects, naming reports, and assigning permissions

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