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Difficulty: MediumStandard/Custom Report Types and Formats

A Customer Success Lead wants report creators to easily analyze Customer Satisfaction (CSAT) Survey records alongside attributes from the related Account and the Account Owner's User profile. The administrator is tasked with updating the existing Custom Report Type so that reporting users can access these related fields in a dedicated section with clear, business-friendly display names without creating redundant fields on the object. Which TWO actions should the administrator take within the Custom Report Type layout editor to meet these requirements?

  1. Use the 'Add fields related via lookup' feature to traverse object relationships and bring Account Owner User fields onto the report layout.Answer
  2. B
    Create custom formula fields on the CSAT Survey object to duplicate the Account Owner User attributes for report availability.
  3. Create a new section on the report layout and edit field properties to rename display labels for reporting clarity.Answer
  4. D
    Convert the report format to a Joined Report layout to automatically inherit unlinked User object fields across blocks.
  5. E
    Configure a row-level formula directly within individual reports to dynamically reference and rename the lookup fields.

Answer

The administrator should use the 'Add fields related via lookup' functionality to bring related Account Owner User fields into the Custom Report Type layout, and create custom sections while editing field display labels within the layout editor for reporting clarity.
Using the 'Add fields related via lookup' feature in the Custom Report Type field layout editor allows administrators to traverse lookup relationships up to four levels deep to expose related object attributes. Additionally, creating custom sections and editing field properties inside the layout editor enables logical field grouping and customization of report display labels without changing actual field names on the underlying objects.

Step-by-Step Solution

1
Navigate to Setup > Custom Report Types and select the CSAT Survey Custom Report Type.
Access the report type configuration page and click Edit Layout.
The field layout editor controls which fields are available to report creators and how they are organized.
2
Click 'Add fields related via lookup' in the right-hand panel, traverse from Account to Account Owner (User), select required fields, and add them to the layout.
The related User fields are made available for reports based on this report type without creating custom fields on the object.
Salesforce Custom Report Types allow referencing fields up to 4 lookup levels away.
3
Create a new section (e.g., 'Account Owner Details'), drag the newly added lookup fields into this section, double-click the fields, and modify their display labels.
Fields are logically organized under a custom section and display user-friendly names in the report builder.
Renaming field display labels in the Custom Report Type layout changes how fields appear in reports without altering object schema labels.

Key Concept

Custom Report Type Layout Customization and Lookup Traversal
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Topics

Standard/Custom Report Types and Formats

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