A Salesforce Administrator at an IT infrastructure recycling firm needs to build a report for account managers. Management requires the report to group accounts into three distinct revenue categories based on Annual Revenue (Standard: up to 100,001 to 500,000) without adding custom fields to the Account object. Additionally, the report must only list Accounts that currently have active Contracts, but do not have any open high-priority Cases. Which two steps should the administrator perform to satisfy these business requirements? (Select two.)
- Create a Bucket Field of type Text on the Annual Revenue field to define the Standard, Premium, and Enterprise ranges.Answer
- Add a Cross Filter for Accounts WITH Contracts (Status = Activated) and another Cross Filter for Accounts WITHOUT Cases (Status != Closed and Priority = High).Answer
- CDefine a Summary Formula field on the report to dynamically calculate and bucket the Annual Revenue into text groups.
- DUse standard field filter logic on the Account report to combine Account fields and related Case fields using nested OR statements.
Answer
The administrator should create a Bucket Field on the Annual Revenue field to group accounts into revenue categories, and apply Cross Filters to isolate Accounts WITH active Contracts and WITHOUT open high-priority Cases.
Creating a Bucket Field on the Annual Revenue field allows grouping numeric values into predefined categories directly within the report builder. Applying Cross Filters for 'Accounts WITH Contracts' and 'Accounts WITHOUT Cases' (with sub-filter criteria for open high-priority status) directly fulfills the requirement to include/exclude related child records without modifying the object structure.
Step-by-Step Solution
Key Concept
Report Bucketing and Cross Filters