ExamGecko
Question list
Search
Search

List of questions

Search

Related questions











Question 121 - Certified Administrator discussion

Report
Export

The administrator at Clod Kicks updated the custom object Event to include a lookup field to the primary contact for the event. When running an event report, They want to reference fields from the associated contact record.

What should the administrator do to pull contact fields into the Custom report?

A.
Configure formula fields on event to populate contact information
Answers
A.
Configure formula fields on event to populate contact information
B.
Edit the custom Event report type and add fields related via lookup.
Answers
B.
Edit the custom Event report type and add fields related via lookup.
C.
Create a new report type with event as the primary object and Contact as a related object.
Answers
C.
Create a new report type with event as the primary object and Contact as a related object.
D.
Use a dashboard with filters to show Event and Contact data as requested.
Answers
D.
Use a dashboard with filters to show Event and Contact data as requested.
Suggested answer: B

Explanation:

Report type is a tool that can be used to pull contact fields into the custom report for Event. Report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. To edit the custom Event report type and add fields related via lookup, go to Setup > Report Types and select the Event report type. Then click Edit Layout and drag the fields from the Contact object to the layout.

Reference: https://help.salesforce.com/s/articleView?id=sf.reports_builder_create_report_type.htm&type=5

asked 23/09/2024
Andrea Trivisonno
31 questions
User
Your answer:
0 comments
Sorted by

Leave a comment first