A Salesforce administrator is designing an Opportunity report to evaluate sales cycle duration. The sales director requires calculating the elapsed days between the Created Date and Close Date for each individual opportunity record, as well as displaying the average elapsed duration grouped by Opportunity Owner. Which two statements accurately describe how the administrator can fulfill these reporting requirements?
- A row-level formula can be added to the report to calculate the difference between CloseDate and DATEVALUE(CreatedDate) for each individual record.Cevap
- The custom row-level formula column can be summarized using the Average function across report groupings without requiring a summary formula.Cevap
- CA summary formula using the PARENTGROUPVAL function must be created to calculate the elapsed days for each individual opportunity record.
- DA roll-up summary field must be configured on the Opportunity object schema to calculate the elapsed days for report rows.
Cevap
The administrator should create a row-level formula evaluating the date difference for each individual record, and leverage standard summary aggregation (Average) on that formula column for the grouping levels.
Row-level formulas evaluate calculations on a record-by-record basis, which satisfies the requirement to find elapsed days between Created Date and Close Date for each opportunity. Additionally, row-level formula results can automatically be summarized (such as calculating the Average) at any grouping level in the report without creating a separate custom summary formula.
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Summary vs. Row-Level Report Formulas and Summarization
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