Salesforce App Builder Practice Exam

What is the recommended first step when a user requests a report?

1. Ask follow-up questions, to get all the requirements.

2. Document the user's requirements.

3. Map the users requirements to report criteria.

4. All of the above.

The correct answer is: All of the above.

The recommended first step when a user requests a report is to engage thoroughly with the user to gather complete requirements. This involves asking follow-up questions to clarify their needs, documenting the user's requirements for future reference and accuracy, and mapping those requirements to the specific criteria that will dictate how the report is structured and what data it includes. By taking the comprehensive approach outlined in the correct answer, you ensure that the final report meets the user's expectations and serves its intended purpose. Collecting detailed information initially helps prevent misunderstandings and reduces the likelihood of needing extensive revisions later on. The process of documenting and mapping is integral to creating an effective reporting framework that aligns with the user’s goals. The other steps referenced are indeed part of the overall process, but they are most effective when preceded by the initial step of asking questions to gather comprehensive information. This integrated approach not only enhances the quality of the report but also strengthens communication and collaboration between the user and the developer.