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Zorluk: ZorStandard/Custom Report Types and Formats

A system administrator is configuring a Custom Report Type to analyze Accounts and their assigned Assets for an executive audit. The report must include all Accounts regardless of whether they have associated Asset records. Additionally, management wants to include details from the User record of the Account Owner's Manager without creating redundant custom formula fields on the Account object. Which two administration steps should be performed on the Custom Report Type to fulfill these requirements? (Select 2 answers)

  1. Define the object relationship between Accounts (primary) and Assets (secondary) using the 'Each "A" record may or may not have related "B" records' join setting.Cevap
  2. Use the 'Add fields related via lookup' feature in the Custom Report Type field layout editor to reference and add fields from the Manager lookup relationship.Cevap
  3. C
    Define the object relationship between Accounts and Assets using the 'Each "A" record must have at least one related "B" record' setting, then apply a row-level formula to display missing Assets.
  4. D
    Create a Roll-Up Summary field on the Account object to count Assets, and use a Lookup relationship to automatically expose the Manager fields on standard reports.
  5. E
    Enable Feed Tracking on the Account object to automatically display cross-object User fields from the Manager hierarchy in report layouts.

Cevap

The correct steps are to set the object relationship between Accounts and Assets to 'Each "A" record may or may not have related "B" records' (outer join) and to use 'Add fields related via lookup' in the Custom Report Type layout editor to add the Account Owner's Manager fields.
To show parent records regardless of child record presence, a custom report type must use an outer join ('with or without' related records). Additionally, referencing fields from related objects across up to 4 lookup levels is supported directly in the Custom Report Type layout editor using the 'Add fields related via lookup' feature.

Adım Adım Çözüm

1
Determine the required object relationship setting for Custom Report Types.
Configuring Accounts as primary and Assets as secondary with 'Each "A" record may or may not have related "B" records' creates an outer join, allowing Accounts without Assets to display.
An inner join would exclude any Account that does not currently possess associated Asset records.
2
Determine how to access fields from related objects without custom formula fields.
In the Custom Report Type Field Layout page, click 'Add fields related via lookup' to traverse up to 4 relationship levels (Account -> Owner -> Manager).
This exposes fields from lookup objects directly into report sections for end users without cluttering the object schema with formula fields.

Anahtar Kavram

Custom Report Type Object Relationships and Layout Navigation via Lookup
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Konular

Standard/Custom Report Types and Formats

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