A Salesforce administrator is designing a Custom Report Type with 'Volunteer Projects' as the primary object and 'Volunteer Assignments' as the secondary object. The business requirement states that reports using this report type must display all Volunteer Projects regardless of whether they have related Volunteer Assignments. Additionally, report builders need access to fields from the related Contact object linked via lookup on Volunteer Assignments. Which TWO setup steps must the administrator perform within the Custom Report Type configuration? (Select 2 options)
- Select the object relationship setting where 'A' records may or may not have related 'B' records.Answer
- Edit the field layout of the custom report type and use 'Add fields related via lookup' to reference Contact fields.Answer
- CCreate a roll-up summary field on Volunteer Projects to aggregate Volunteer Assignments across a lookup relationship prior to layout design.
- DCreate a summary formula directly inside the custom report type designer to calculate record-level Contact attributes.
- ESet the dynamic running user in the report type properties to expand field-level visibility across secondary objects.
Answer
The administrator must select the object relationship where primary records ('A') may or may not have secondary records ('B'), and edit the field layout to add fields related via lookup.
To include primary object records without secondary records, the administrator must choose the 'with or without' outer join relationship. To include fields from a lookup object (Contact) on a report type, the administrator uses the 'Add fields related via lookup' option in the custom report type field layout editor.
Step-by-Step Solution
Key Concept
Custom Report Type Layout & Relationship Definitions