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Question 209 - Certified Advanced Administrator (CRT-211) discussion

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Ursa Major Solar (UMS) wants to identify customers that need to install a new solar panel monitor system it recently released. UMS tracks the installed products as Asset records that art related to the Account. Sales management has asked the administrator to create a report for users.

What is the recommended method for the administrator to meet the requirement?

A.
Use PREVGROUPVAL() in Report Builder.
Answers
A.
Use PREVGROUPVAL() in Report Builder.
B.
Use Role Hierarchy filter to restrict related records.
Answers
B.
Use Role Hierarchy filter to restrict related records.
C.
Use a Summary report with Bucket Columns.
Answers
C.
Use a Summary report with Bucket Columns.
D.
Use a Cross Filter with WITHOUT logic.
Answers
D.
Use a Cross Filter with WITHOUT logic.
Suggested answer: D

Explanation:

A cross filter with WITHOUT logic is a method for creating a report that shows accounts that are missing certain related records. A cross filter is a filter that lets you include or exclude records in your report based on related objects and their fields. You can use cross filters to create reports on accounts with or without opportunities, contacts, cases, or other related objects. In this case, you can use a cross filter with WITHOUT logic to show accounts without assets that have a certain product name or code. This way, you can identify customers that need to install a new solar panel monitor system.

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

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asked 23/09/2024
Ibrahim mazou Ismael
45 questions
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