A Salesforce Administrator at Ursa Major Solar is creating an Account report to target key clients for an upcoming marketing campaign. The report must satisfy the following business requirements:
1. Include Accounts where the Type is either 'Customer - Direct' or 'Customer - Channel'.
2. Include Accounts that have at least one Closed Won Opportunity with an Amount exceeding $50,000.
3. Exclude any Accounts that currently have open Cases with a Priority of 'High'.
The administrator has created the following initial standard field filters on the Account report:
1. Account Type equals 'Customer - Direct'
2. Account Type equals 'Customer - Channel'
Which combination of filter logic and cross filters should the administrator configure to meet these requirements?
- Set Filter Logic to '1 OR 2'. Add a Cross Filter for Accounts WITH Opportunities, filtered by Stage equals 'Closed Won' and Amount greater than '50000'. Add a second Cross Filter for Accounts WITHOUT Cases, filtered by Priority equals 'High'.Answer
- BSet Filter Logic to '1 OR 2'. Add standard field filters for Opportunity Stage, Opportunity Amount, and Case Priority, then define a Summary Formula to calculate cross-object record counts.
- CSet Filter Logic to '(1 OR 2) AND 3 AND 4', assigning filter numbers 3 and 4 to the Cross Filters directly within the main report filter logic line.
- DSet Filter Logic to '1 OR 2'. Add a Cross Filter for Accounts WITH Opportunities, filtered by Stage equals 'Closed Won', and create a Roll-up Summary field on Account to filter out High Priority Cases.