A Salesforce Administrator is configuring a Custom Report Type to analyze Partner Accounts and their related Asset records for maintenance contract renewals. The business requires report builders to see all Partner Accounts, regardless of whether they currently have associated Asset records. Additionally, administrators need to make specific fields from the Account Owner's User object available by default in the report builder field layout without adding additional object blocks. Which TWO configuration steps should the administrator take to fulfill these requirements?
- Set the object relationship between Accounts and Assets to "Each 'A' record may or may not have related 'B' records".Answer
- Edit the Custom Report Type field layout and select "Add fields related via lookup" to include fields from the Account Owner object.Answer
- CDefine a summary formula on the report to evaluate record-by-record Asset field calculations across rows.
- DCreate a Roll-Up Summary field on the Account object to count Assets linked via a standard lookup relationship.
- ECreate a new custom Profile to grant additive permissions for accessing lookup fields on the User object.
Answer
The administrator must set the primary and secondary object relationship to 'Each A record may or may not have related B records' to include Accounts without Assets, and use the 'Add fields related via lookup' option within the Custom Report Type layout editor to make Account Owner User fields available to report builders.
Configuring the relationship as 'Each A record may or may not have related B records' performs a left outer join between Accounts and Assets, preserving Accounts that lack Assets. Using 'Add fields related via lookup' in the Custom Report Type field layout allows administrators to traverse lookup relationships up to 4 levels deep (such as Account Owner fields) and add them to the report field palette.
Step-by-Step Solution
Key Concept
Custom Report Type Object Relationships and Lookup Field Expansion