Salesforce User Experience Designer Practice Exam

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What should you avoid when downloading an AppExchange dashboard?

  1. Informal training sessions to learn how to use the dashboards

  2. Installing the dashboard in a dev org

  3. Deleting dashboards if they don't fit your needs

  4. Installing the dashboard immediately into your production instance

The correct answer is: Installing the dashboard immediately into your production instance

When downloading an AppExchange dashboard, it is crucial to avoid installing the dashboard immediately into your production instance because this can lead to unexpected consequences. Production environments contain live data and are critical to business operations. If the downloaded dashboard has compatibility issues, bugs, or does not align with your organization’s specific requirements, it could disrupt daily functions or undermine data integrity. Testing and evaluating the dashboard in a safe environment, such as a development org, allows you to thoroughly assess its performance and applicability, ensuring that any potential issues are identified and resolved before the dashboard goes live in the production system. Additionally, this approach helps in customizing and understanding how the dashboard can best serve your organization's needs without risking the stability of your operational environment.