A Salesforce Administrator at a renewable energy company is tasked with configuring an Opportunity report for regional sales directors. The report must satisfy the following business requirements:
1. Categorize deals into three distinct size tiers based on the Amount field: 'Small' (< 20,000 to 100,000).
2. Restrict the report results to show only Accounts that have at least one registered active installation record (a custom object related to Account via a lookup relationship).
Which TWO features should the administrator use to fulfill these report requirements?
- Create a Bucket Field on the Amount numeric field to define the size tier ranges.Cevap
- Add a Cross Filter on Accounts with Install Records and apply a secondary sub-filter where Active equals True.Cevap
- CCreate a Summary Formula field on the report to group individual opportunity records into text buckets.
- DCreate a Roll-Up Summary field on the Account object to count active installations and apply a standard report filter on that field.
Cevap
The administrator should create a Bucket Field on the Amount field to categorize opportunity sizes and add a Cross Filter on Accounts with Install Records (with a sub-filter for Active equals True) to filter by related records.
Bucket fields are designed specifically to categorize numeric, picklist, or text values into custom buckets without writing formulas or adding custom object fields. Cross filters enable filtering parent object report rows by evaluating related child records (including across lookup relationships) and applying sub-filters to those child records.
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Report Bucketing and Cross Filters