Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that...

Salesforce CRM-Analytics-and-Einstein-Discovery-Consultant Question Answer

Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that contains actions to open the records in Salesforce. Since the company has allowed several accounts to be

created with the same names, when users try to perform actions, they are prompted with only a record ID to select, leaving the users confused and unable to act.

How should the CRM Analytics consultant solve this problem?

Insert more fields in the dataset action "Display Fields" so the users know which account they are acting on.

Discuss with the stakeholders If the action Is really necessary for the table.

Ask the admin to start applying duplicate rules based on the account's Name field.

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Update on: Jul 28, 2025
Questions: 115

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Cloud Kicks has a dashboard that displays accounts and opportunities data in a table that...

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