A Salesforce Administrator is designing a Custom Report Type with 'Patient Programs' as the primary object and 'Program Enrollments' as the secondary object. The business requires reports to display all Patient Programs regardless of whether they have associated enrollment records. Additionally, users need access to fields from the related Account object (such as Primary Care Physician) when building reports. Which TWO actions should the administrator take to fulfill these requirements?
- Set the object relationship so that 'A' records may or may not have related 'B' records.Cevap
- Edit the report layout and use the 'Add fields related via lookup' option to include Account fields.Cevap
- CSet the object relationship so that each 'A' record must have at least one related 'B' record.
- DCreate a summary formula column in the report builder to dynamically retrieve Account lookup fields.
- EConfigure duplicate matching rules on Program Enrollments to automatically pull in Account fields.
Cevap
The administrator should set the object relationship to allow 'A' records to exist with or without related 'B' records, and use the 'Add fields related via lookup' feature in the Custom Report Type layout editor to add the required Account fields.
To show parent records regardless of whether child records exist, the Custom Report Type object relationship must be set to 'with or without' (outer join). To include fields from related objects referenced via lookup without adding them as separate report objects, the administrator must edit the report layout and use 'Add fields related via lookup'.
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Anahtar Kavram
Custom Report Type Object Relationships and Lookup Field Expansion