A Salesforce administrator is configuring a standard Opportunity report to help the sales leadership team analyze pipeline data. The administrator plans to use report bucket fields and cross filters. Which TWO statements correctly describe the capabilities and rules for report filtering and bucketing in Salesforce? (Select TWO answers.)
- Bucket fields can be created on Picklist, Text, and Numeric field types to group report records without creating custom fields.Answer
- Cross filters can be added to filter the primary object based on whether related child records exist or do not exist.Answer
- CBucket fields can evaluate custom summary formulas to perform record-by-record row calculations.
- DCreating a report filter or bucket field automatically grants users access to underlying fields hidden by field-level security.
Answer
Bucket fields can be created on Picklist, Text, and Numeric fields, and Cross Filters allow filtering records based on the presence or absence of related child records.
The statements confirming that bucket fields support Picklist, Text, and Numeric fields and that cross filters allow filtering by related objects using WITH or WITHOUT conditions are both correct. Bucketing provides inline grouping on supported data types without requiring custom fields, while cross filters isolate parent records based on child record relationships.
Step-by-Step Solution
Key Concept
Report Bucketing and Cross Filter Behavior