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Difficulty: Very hardStandard/Custom Report Types and Formats

A Salesforce Administrator at a financial services firm is building a multi-tier Custom Report Type linking Accounts (Primary), Financial Accounts (Child), and Investment Transactions (Grandchild) to support wealth management analytics. During the configuration of the report type layout and object relationships, which two statements correctly describe the behavior and administration of Custom Report Types? (Select 2 options)

  1. Fields from objects up to four levels away via lookup relationships can be added directly to the report layout section without adding those objects as main entity nodes in the object hierarchy.Answer
  2. Custom fields created on the Financial Account object after the Custom Report Type has been deployed are not automatically included in the report layout and must be added manually.Answer
  3. C
    Changing the object relationship join from 'with or without related records' to 'with related records' enables row-level formula fields to convert into summary calculations automatically.
  4. D
    Roll-up summary fields defined on the Account object using lookup relationships to Financial Accounts will automatically generate new object nodes in the Custom Report Type.
  5. E
    Setting the Custom Report Type deployment status to 'In Development' allows standard end users to run reports generated from it while preventing layout edits.

Answer

The two correct statements are that fields from objects up to four levels away via lookup relationships can be added directly to the report layout section without adding those objects as main entity nodes, and custom fields created on an object after the Custom Report Type has been deployed are not automatically included in the report layout.
Custom Report Types allow administrators to pull fields from related lookup objects up to 4 levels away via the 'Add fields related via lookup' button on the field layout editor. Furthermore, when new custom fields are created on an object after a Custom Report Type has been created, Salesforce does not automatically append those fields to the CRT layout; they must be added manually.

Step-by-Step Solution

1
Analyze Custom Report Type lookup field capabilities
Confirm that the 'Add fields related via lookup' feature permits referencing fields up to 4 relationship levels away without expanding the core object structure.
This enables administrative flexibility when reporting on referenced lookup data like Owner or Parent Account fields.
2
Evaluate field lifecycle management in existing Custom Report Types
Identify that newly added custom fields on an object are omitted from existing Custom Report Type layouts by default.
Administrators must edit the Custom Report Type layout to explicitly add new fields to report sections for user access.
3
Verify Deployment Status permissions and distractor claims
Disprove distractor options regarding formula conversions, lookup roll-up summary creation, and 'In Development' visibility.
'In Development' hides the report type from non-admin end users, roll-ups require master-detail relationships, and row-level formulas operate independently of record join logic.

Key Concept

Custom Report Type Layout Customization & Field Inheritance Rules
Estimated Time:2m 30s
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Topics

Standard/Custom Report Types and Formats

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