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What is a Dashboard in Salesforce and how does it differ from a report?
Suggested answer
A Report is a detailed data set with filtering and grouping. A Dashboard is a visual snapshot of report data displayed through charts, gauges, metrics, tables, and funnels. Key differences:
1. A dashboard component must be sourced from a report (Summary, Matrix, or Joined — not Tabular).
2. Dashboards have a "running user" — data is shown as if that user is viewing it. Dynamic dashboards show data based on the logged-in viewer's own access.
3. Dashboards can contain up to 20 components.
4. Dashboards refresh on demand or on a schedule. Use dashboards for executive-level KPIs; use reports for detailed data analysis.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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