The objects you’re allowed to select as secondary objects are defined by relationships built into the platform and your organization’s unique Salesforce configuration. If you look at the “ Opportunities with Contact Roles” Report Type, your primary output will be Opportunities.Īfter you’ve selected your Primary object, you can then select up to three additional objects (for a maximum total of four). If you use the “ Contacts & Accounts” Report Type, your primary output will be Contacts. If you’re looking at the name of the Report Type, the Primary Object will be the first object listed. Think of the primary object as the key output of your report. Report Types allow you to select which objects a Report Type looks at, starting with the Primary Object. To get started, click the gear icon and go to Setup > search for “Report Types” in the Quick Find box > click the “New Custom Report Type” button. You can, however, create a Custom Report Type where you not only get to define what you want to see object and field-wise, you can edit it any time changes are needed. As these predefined fields need to be maintained across all orgs, you can’t edit Salesforce’s predefined Report Types. Salesforce comes with numerous predefined Report Types, which is great, but sometimes they don’t give you quite what you need. Fields checked by default: Which fields will appear on your new report automatically.Object Relationships: The overlap between the selected objects.Objects: what Objects the report can see (e.g.In Salesforce, a Report Type acts as a template. Don’t get Report Types confused with Object Record Types. It gets harder if you’re only kinda sorta not really sure what Report Types are and what they do. One of the things that tend to trip up Salesforce users when it comes to creating reports is selecting the correct Report Type.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
January 2023
Categories |