A Salesforce Administrator is configuring a new Custom Report Type to evaluate Cases and their associated Work Orders. The business requires that Cases without any associated Work Orders must still be displayed in report results. Additionally, any new custom fields created on the Work Order object in the future must automatically be included in the report layout for reports using this report type.
Which two configuration settings must the administrator implement within the Custom Report Type definition to satisfy these requirements? (Select TWO)
- Define the object relationship hierarchy such that Each "A" record (Cases) may or may not have related "B" records (Work Orders).Cevap
- Edit the report type layout and select the option to auto-add new custom fields to the report type upon creation.Cevap
- CCreate a summary formula column in the report builder to calculate record-level completion time for each Work Order row.
- DCreate a roll-up summary field on the Case object over a lookup relationship to calculate total Work Order count prior to report generation.
- ESet the dashboard running user to 'View All Data' to bypass sharing rules and expose unlinked Work Orders to end users.
Cevap
To satisfy the requirements, the administrator must set the object relationship join to 'Each "A" record may or may not have related "B" records' (outer join) and enable the layout option to automatically add new custom fields to the report type.
The requirement specifies that Cases must appear whether or not they have related Work Orders, which requires an outer join ('Each A record may or may not have related B records'). Furthermore, to avoid manual maintenance when new custom fields are added to objects in the report type, the administrator must enable the setting in the report type layout that automatically adds new custom fields.
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Anahtar Kavram
Custom Report Type Object Relationships and Layout Field Management