Data and Analytics Management

A funnel chart component in a Salesforce dashboard is designed to display data as a series of progressively smaller segments representing stages in a process. This visualization is particularly useful for showing how data flows through sequential stages, such as a sales pipeline or lead conversion process.

Funnel charts are ideal for illustrating:
- Sales opportunity stages (from initial contact to closed deal)
- Lead conversion rates through different qualification stages
- Any process where you want to visualize drop-off or conversion between stages

The funnel shape naturally conveys the concept of narrowing down, making it intuitive to understand how many records progress from one stage to the next.

The other options describe different chart types:

• Displaying data as circular segments where each slice represents a proportion of the whole describes a pie chart or donut chart, which is used to show parts of a whole rather than progressive stages.

• Visualizing data points connected by lines across time periods describes a line chart, which is used for trend analysis over time rather than showing stages in a process.

• Representing values as horizontal bars from a central axis describes a bar chart or horizontal bar chart, which is used to compare discrete categories rather than sequential process stages.

The correct answer is 'To define the criteria used to compare records and identify potential duplicates.'

Matching rules in Salesforce duplicate management serve a specific purpose: they define the criteria that Salesforce uses to compare records and determine whether they might be duplicates. Matching rules specify which fields should be compared and how they should be matched (exact match, fuzzy match, etc.) to identify potential duplicate records.

The other answers are incorrect for the following reasons:

• Automatically merging duplicate records is not the function of matching rules. Matching rules only identify potential duplicates; the actual merging of records is a separate action that users or administrators must perform manually or through other processes. Matching rules work alongside duplicate rules, which determine what happens when duplicates are found (alert, block, or allow).

• Deleting duplicate records is not a function of matching rules. Matching rules do not delete any records - they simply identify potential matches. Record deletion would require separate administrative action.

• Specifying user permissions for creating records has nothing to do with matching rules. User permissions are controlled through profiles, permission sets, and sharing settings, which are completely separate features from duplicate management.

The correct answer is to convert the dashboard to run as a specified user and use report chart components with filters on the Lightning page for personalized data.

This is the most appropriate solution because dynamic dashboards (dashboards that run as the logged-in user) cannot be embedded on Lightning App pages. This is a known Salesforce limitation. When you try to add a dashboard component to a Lightning App page, only dashboards that run as a specified user are supported.

To work around this limitation while still providing personalized data views, Chen should:
1. Change the dashboard to run as a specified user (which allows it to be embedded)
2. Use individual report chart components on the Lightning page with appropriate filters

Report chart components on Lightning pages can display data relevant to the logged-in user when the underlying reports use relative date filters, owner fields filtered by 'Current User', or other dynamic filtering mechanisms.

The option suggesting multiple static dashboards for each user group is impractical and doesn't scale well with 24 Account Executives and 6 Sales Managers, creating maintenance overhead.

The option about enabling a 'dynamic dashboard embedding feature' in Setup is incorrect because this feature does not exist in Salesforce. There is no setting that enables dynamic dashboards to be embedded on Lightning App pages.

The option about configuring the Lightning App page to inherit logged-in user context is also incorrect. Lightning App pages do not have a setting to inherit user context that would allow dynamic dashboards to be embedded. The standard dashboard component on Lightning pages simply does not support dynamic dashboards regardless of page configuration.