A Salesforce administrator is configuring a new Custom Report Type to analyze Accounts and their associated Contacts, ensuring that Accounts without any associated Contacts are also displayed in reports. Which two steps must the administrator take during setup to fulfill this requirement? (Select TWO answers.)
- Select Accounts as the primary object for the custom report type.Cevap
- Configure the object relationship so that primary object records may or may not have related secondary object records.Cevap
- CWrite a row-level formula in the report builder to evaluate record-by-record whether Contact records exist.
- DCreate a roll-up summary field on the Contact object to count the number of related parent Accounts.
- ESet the dashboard running user security settings to dynamic to expose unlinked Contact records.
Cevap
The administrator must select Accounts as the primary object and configure the object relationship such that primary object records ('A') may or may not have related secondary object records ('B').
To include primary object records regardless of whether related child records exist, the primary object must be defined as Accounts, and the relationship setting must be set to 'Each "A" record may or may not have related "B" records' (outer join).
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Anahtar Kavram
Custom Report Type Object Relationships (Inner vs. Outer Joins)