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Difficulty: MediumStandard/Custom Report Types and Formats

A Salesforce Administrator creates a new custom field on the Position object. HR managers report that the new field is missing when they create reports using an existing Custom Report Type titled 'Positions with Job Applications'. Additionally, the HR team wants to display the Hiring Manager's Email (a field on the User object referenced via a lookup field on Position) in reports without creating a duplicate custom field. Which TWO actions should the administrator take in the Custom Report Type setup to satisfy these requirements? (Select 2 answers)

  1. Edit the field layout of the Custom Report Type and drag the newly created custom field from the field palette into a report section.Answer
  2. B
    Update the Deployment Status of the Custom Report Type from 'In Development' to 'Deployed' to automatically expose newly added object fields.
  3. C
    Modify the object relationship on the Custom Report Type from 'Each record must have at least one related record' to 'Primary record may or may not have related records'.
  4. Click 'Add fields related via lookup' in the Custom Report Type layout editor, traverse the Hiring Manager lookup, and select the Email field.Answer
  5. E
    Enable Field-Level Security for the Hiring Manager Email field on the Position page layout so it inherits visibility in reports.

Answer

To resolve both requirements, the administrator must edit the field layout of the Custom Report Type to add the new custom field from the palette, and use the 'Add fields related via lookup' feature to include the Hiring Manager's Email field from the related User object.
When new custom fields are added to an object, Salesforce automatically includes them in standard report types, but existing Custom Report Types must be manually updated by editing the report type layout and dragging the field from the palette. Additionally, Salesforce allows admins to include fields from lookup-related objects (up to 4 levels) in a Custom Report Type layout using the 'Add fields related via lookup' option, avoiding the need for redundant custom formula fields.

Step-by-Step Solution

1
Address missing custom field on existing Custom Report Type
Recognize that creating a custom field on an object automatically adds it only to standard report types, not existing Custom Report Types.
Existing Custom Report Types require manual layout editing to add new fields.
2
Access Custom Report Type layout editor
Navigate to Setup > Custom Report Types > 'Positions with Job Applications' > Edit Layout.
This is where field inclusion, section grouping, and display names are managed.
3
Add the new custom field and the lookup field
Drag the new field from the right-hand field palette into the layout section, and click 'Add fields related via lookup' to traverse to the User object and select Email.
Lookup traversal avoids creating redundant formula fields on the primary object while making related data available for reporting.

Key Concept

Custom Report Type Layout Customization and Lookup Field Traversal
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Topics

Standard/Custom Report Types and Formats

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