Building Reports with Project and Opportunity Data

C

To build a report that contains data from both the Project and Opportunity objects in Salesforce, the Consultant can use the following approach:

C. Custom Report Types

Custom Report Types allow you to create reports that span multiple objects and define the relationship between them. By creating a Custom Report Type, you can establish a connection between the Project and Opportunity objects and access data from both objects in a single report.

Here's how you can create a Custom Report Type:

1. Navigate to the Setup menu in Salesforce.
2. In the Quick Find box, search for "Report Types" and select "Report Types" under the "App Setup" section.
3. Click on "New Custom Report Type."
4. Select the primary object for the report type. In this case, choose the "Projects" object.
5. Choose the relationship type. Since Projects has a Lookup relationship to the Opportunity object, select "Lookup" and then choose "Opportunity" as the related object.
6. Define the report type label and name.
7. Specify the report type category and visibility settings.
8. Click "Next."
9. Configure the report type layout by selecting the fields you want to include from both the Project and Opportunity objects.
10. Set the field-level security for the report type as per your requirements.
11. Save the custom report type.

Now that you have created the Custom Report Type, you can build a report using it. Follow these steps to create the report:

1. Navigate to the Reports tab in Salesforce.
2. Click on the "New Report" button.
3. Select the report format (e.g., Tabular, Summary, etc.) that suits your needs.
4. In the "Select a Report Type" section, choose the folder where you saved your Custom Report Type and select the desired report type.
5. Click "Create."
6. Customize the report by selecting the columns, grouping, and summarizing options based on the fields available from both the Project and Opportunity objects.
7. Apply filters, sorting, and other formatting options to refine the report as needed.
8. Save and run the report to view the data from both objects in a single report.

Therefore, the correct answer is C. Custom Report Types.