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Question

Difficulty: MediumSummary and Row-Level Report Formulas

A support manager at Apex Global Services wants to calculate the elapsed business days between the Created Date and Closed Date for each individual support case listed in a detail report. The manager also wants to display these case records grouped by Product Family to analyze average turnaround times. Which solution should the Salesforce administrator implement to calculate the elapsed time for each individual case record within the report?

  1. Add a row-level formula to the report that evaluates the date difference on every detail record.Answer
  2. B
    Add a summary formula to the report using PARENTGROUPVAL to calculate the date difference for each case row.
  3. C
    Create a roll-up summary field on the Case object to compute the elapsed days for each report line.
  4. D
    Create a summary formula using PREVGROUPVAL to compute the date difference for each detail record line.

Answer

Add a row-level formula to the report that evaluates the date difference on every detail record.
Row-level formulas evaluate logic for every individual detail record (row) in a report. Because the support manager needs to calculate the elapsed days for each individual case record, a row-level formula in the report builder is the correct solution.

Step-by-Step Solution

1
Identify the level of evaluation required by the business requirement.
The requirement specifies calculating elapsed time for each individual record (row) in the report.
Calculations applied directly to individual records require row-level logic rather than aggregated summary logic.
2
Select the appropriate Salesforce report formula type.
A row-level formula allows writing logic that executes across detail rows within the report builder.
Summary formulas evaluate aggregated data at summary levels, whereas row-level formulas execute on individual record rows.

Key Concept

Row-level formulas vs. Summary formulas in Salesforce Reports
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Topics

Summary and Row-Level Report Formulas

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