Custom Report Types for Master-Detail and Lookup Relationships | Salesforce Exam ADX-201

Create Custom Report Types for Advanced Data Analysis

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Based on existing Master-Detail and Lookup relationships between objects, Sys Admins can create Custom Report Types to:

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Custom Report Types are an essential tool for creating custom reports in Salesforce. They allow Sys Admins to create customized reports by selecting specific objects, fields, and filters that are not available in standard reports. Custom Report Types are based on the relationships between objects, including Master-Detail and Lookup relationships.

A Master-Detail relationship is a relationship between two objects where the child object can't exist without a parent object. The child object inherits certain characteristics from the parent, including record ownership and sharing. A Lookup relationship, on the other hand, is a relationship between two objects where the child object can exist without a parent object. The child object does not inherit record ownership or sharing from the parent.

When creating a Custom Report Type, Sys Admins can choose which standard and custom objects to display in the report. They can also select which fields can be used as columns in the report. This means that they can choose specific fields from each object that they want to include in the report.

Additionally, Sys Admins can define both inner and outer joins between objects. Inner joins only include records that have a match in both objects, while outer joins include all records from one object and only matching records from the other object. This allows for more flexibility and customization when creating reports.

In summary, Custom Report Types are an important tool for creating customized reports in Salesforce. Sys Admins can use them to select specific objects, fields, and filters, and define inner and outer joins between objects. This allows for more flexibility and customization when creating reports to meet specific business needs.