A Salesforce Administrator at a medical equipment supplier is building a custom report to analyze company assets. Management has specified two key requirements for this report:
1. Categorize asset records into three pricing tiers based on numeric value ranges without creating a new custom field on the object schema.
2. Limit the report display so it only includes Account records that currently have at least one related Service Contract.
Which two report configuration options should the administrator implement to satisfy these business requirements? (Select TWO)
- Add a Bucket Field based on the asset purchase price field to define custom numeric ranges.Cevap
- Add a Cross Filter to the report specifying Accounts with Service Contracts.Cevap
- CCreate a Summary Formula field on the report to group individual asset records into text categories.
- DModify Organization-Wide Defaults for Accounts to automatically exclude records without active contracts.
Cevap
The administrator should add a Bucket Field on the asset price field to group records into pricing tiers and apply a Cross Filter on Accounts with Service Contracts to isolate accounts with related contract records.
Creating a Bucket Field on the numeric asset price field fulfills the requirement of grouping values into custom tiers directly within the report editor without modifying the underlying database schema. Applying a Cross Filter set to 'Accounts with Service Contracts' enforces the requirement to include only account records that possess associated child service contract records.
Adım Adım Çözüm
Anahtar Kavram
Report Filtering, Filter Logic, and Bucketing