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Question 269 - Certified Platform App Builder discussion

Report
Export

A new field is being created on a custom object. However, the app builder does not want the field to show up on pre-existing custom report types.

What should the app builder do on the custom field setup to fulfill this requirement?

A.
Remove the new field from all page layouts.
Answers
A.
Remove the new field from all page layouts.
B.
Remove visibility to all report profiles.
Answers
B.
Remove visibility to all report profiles.
C.
Grant read-only access to all report profiles.
Answers
C.
Grant read-only access to all report profiles.
D.
Deselect auto add to custom report type.
Answers
D.
Deselect auto add to custom report type.
Suggested answer: D

Explanation:

When creating a new field, if an app builder does not want the field to be automatically added to pre-existing custom report types, the step to take is:

Deselect 'Add Field to Custom Report Types' (D). This option is available when creating or editing a custom field and ensures that the field is not automatically included in report types where 'Automatically add new custom fields to report type layouts' is enabled.

Removing the field from page layouts (A) affects the visibility on record pages but not reports. Adjusting visibility (B) or setting read-only access (C) for report profiles affects user permissions to see the field in reports, but does not remove the field from report types if it was previously added.

Reference for managing fields in custom report types:

Custom Report Types and Fields: https://help.salesforce.com/articleView?id=reports_report_type_layouts.htm&type=5

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asked 23/09/2024
Haleem SHITOU OGUNGBEMI
42 questions
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