The app builder at Northern Trail Outfitters created a report type For opportunities with or without shipments. The operations team wants to See the account rating information on the report. What should the app builder do to fulfill this request?
A.
Use add fields related via lookup with the view set to opportunities.
B.
Change the account/opportunity relationship to a master/detail relationship.
C.
Change the primary object of the custom report type to the Account object.
D.
Add the Account Rating field to the opportunity record page.
omprehensive and Detailed Explanation with all Platform App Builder documents: =
The correct answer is A. The report type is already based on Opportunities with or without Shipments, so the app builder should not change the report type’s primary object. To expose Account Rating, the app builder should edit the custom report type layout and use Add fields related via lookup from the Opportunity view, because Opportunity has a relationship to Account. Salesforce documentation confirms that custom report types allow fields from objects not directly included in the report type structure by using Add fields related via lookup.
Why others are incorrect:
B is incorrect because the standard Account–Opportunity relationship cannot simply be changed to master-detail.
C is incorrect because changing the primary object to Account would change the report purpose.
D is incorrect because adding a field to a record page does not make it available in a report type.
===========
Contribute your Thoughts:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit