Free Salesforce Plat-101 Actual Exam Questions - Question 12 Discussion
all the active accounts for the sales rep's territory.
Where should the associate go to create a new report for Accounts?
D imo, Setup is definitely out since it’s for admin settings. Between Accounts and Reports, the Reports tab is built for customized reporting, so that’s where you’d make a detailed report with specific filters.
C. The Reports tab is definitely where you'd create a proper report with filters like territory and active status. The Accounts tab just shows data and lets you create list views, but those aren’t full reports. Setup is for admin stuff, so that’s out. For this kind of request, the Reports tab gives you the most flexibility to customize exactly what the sales rep needs.
B imo, you can start from the Accounts tab and then use the "Create New View" option to filter active accounts by territory, which feels more direct for this task than jumping straight to Reports.
It’s C for sure. Setup is for config stuff, not reporting, and the Accounts tab just shows records but doesn’t let you create reports with filters. You need the Reports tab to build a custom report that can filter on active accounts and territory specifically.
Makes sense to use the Reports tab (C) because that’s where you can pull specific data like active accounts filtered by territory, unlike the Accounts tab which just lists accounts. C
C, Reports tab is where you actually build and customize reports.
Maybe C makes the most sense here since the Reports tab is designed for building and running reports. Starting from the Accounts tab might show data but doesn’t really offer the full reporting options. Setup is usually more for configuring things, not creating reports. So if they want a detailed report for active accounts in a territory, Reports tab would be the place to go.
C imo, Reports tab is the main place to build any report, not Accounts tab.
B imo, you can start from Accounts tab and then create a report directly.
Probably C here too. Reports are usually created and managed under the Reports tab, not directly from Accounts or Setup. Setup is more for configuration stuff, not day-to-day reports. The Accounts tab just lists accounts but doesn't handle report creation. So, going to Reports tab seems like the most straightforward place to create a new report for active accounts.
C makes the most sense since reports are created in the Reports tab.