A Salesforce Administrator at a commercial real estate firm is configuring an Opportunity report to evaluate client accounts for an upcoming portfolio review. The report must satisfy two specific requirements:
1. Categorize Accounts into three distinct tiers based on their Annual Revenue field values ( 1,000,000 for Tier 3; 10,000,000 for Tier 2; > $10,000,000 for Tier 1) without creating custom fields on the Account object.
2. Filter the report results to show only Accounts that have associated Opportunities with a stage of Closed Won, while explicitly excluding Accounts that have open Support Cases.
Which TWO report building features or configurations should the administrator use to meet these requirements? (Select TWO.)
- Add a Bucket Field on the Account Annual Revenue field and define the revenue ranges for each tier.Cevap
- BCreate a Summary Formula field on the report using nested IF statements to calculate the revenue tiers based on record values.
- Add a Cross Filter for Accounts with Opportunities filtered by Stage equals Closed Won, and a second Cross Filter for Accounts without Cases filtered by Status not equal to Closed.Cevap
- DApply custom Filter Logic using OR statements to combine the Opportunity stage conditions and Case status conditions within standard field filters.
Cevap
The administrator should add a Bucket Field on the Annual Revenue field to categorize accounts into tiers without custom fields, and apply two Cross Filters (Accounts with Opportunities filtered by Stage, and Accounts without Cases filtered by Status) to restrict the related object records.
The solution requires bucketing the Annual Revenue field to meet the zero-schema modification requirement for categorization, and utilizing Cross Filters ('with Opportunities' and 'without Cases') with secondary sub-filters to filter parent Accounts based on child object record criteria.
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Report Bucketing and Cross Filtering