Discuss Salesforce CRT-101 Exam Topic 1 Question 78

The administrator at Clod Kicks updated the custom object Event to include a lookup field to the

primary contact for the event. When running an event report, They want to reference fields from the

associated contact record.

What should the administrator do to pull contact fields into the Custom report?

AConfigure formula fields on event to populate contact information

BEdit the custom Event report type and add fields related via lookup.

CCreate a new report type with event as the primary object and Contact as a related object.

DUse a dashboard with filters to show Event and Contact data as requested.

Suggested Answer: B

To ensure extra steps only appear when creating open house records for condominiums, an administrator can use two methods: create two page layouts; and use business processes and record types to display appropriate picklist values. A page layout is a feature that allows administrators to control how fields, related lists, buttons, etc., are arranged on a record detail or edit page for each object. An administrator can create two page layouts for open house records - one for houses and one for condominiums - and include different fields or sections for each page layout based on their requirements. A business process is a feature that allows administrators to define and enforce stages that records must go through based on their record type such as lead status or opportunity stage. A record type is a feature that allows administrators to offer different business processes, picklist values, page layouts etc., to different users based on their profile or role. An administrator can create two record types for open house records - one for houses and one for condominiums - and assign different business processes and picklist values for each record type based on their requirements. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_pagelayouts_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5

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37 comments · newest first

Celia 11 months ago

Totally agree with B, it’s straightforward and effective!

Christiane 11 months ago

Wait, can you really pull in contact fields like that? Sounds too simple!

Markus 12 months ago

A seems unnecessary, just edit the report type!

Virgie 12 months ago

I think C could work too, but it might be overkill for this.

Lynda 1 year ago

Definitely go with B, that's the easiest way to pull in those fields.

Brianne 1 year ago

I remember discussing dashboards, but I don't think option D is the best choice here since we need to pull fields directly into the report, not just filter data.

Hubert 1 year ago

I keep getting confused about formula fields. I thought option A might be a solution, but it seems more complicated than just editing the report type.

Bernardo 1 year ago

I'm not entirely sure, but I feel like creating a new report type, like in option C, could also work. We did a similar question in class.

Jerry 1 year ago

I think option B sounds right because I remember we talked about editing report types to include related fields during our practice sessions.

Carmela 1 year ago

I've got this! The answer is definitely B. Editing the existing report type is the most efficient way to pull in the contact fields that the administrator needs.

Junita 1 year ago

Okay, let me think this through. I'm leaning towards B, since the question mentions wanting to reference contact fields in the event report. Editing the existing report type seems like the logical approach.

Merilyn 1 year ago

Hmm, I'm not sure about this one. I'm thinking it might be C, creating a new report type with Event as the primary object and Contact as the related object.

Aide 1 year ago

This looks straightforward - I think the answer is B, editing the custom Event report type to add the lookup fields.

Joanne 1 year ago

I'm a bit confused on this one. The options all seem plausible, but I'm not sure which one is the best approach. I'll have to think it through carefully.

Yaeko 1 year ago

Hmm, the use of `find_first_of()` is throwing me off a bit. I'll need to review how that function works and what it's doing in this context.

Kanisha 1 year ago

This looks like a tricky one. I'll need to carefully consider the requirements around scanning attachments for malware and delivering messages quickly without compromising security.

Ashley 1 year ago

B) Edit the custom Event report type and add fields related via lookup? More like 'Edit the custom Event report type and add fields related to the Galactic Federation of Light.' Gotta keep it out of this world, you know?

Brinda 1 year ago

↳ replying to Ashley

D) Use a dashboard with filters to show Event and Contact data as requested.

Cherelle 1 year ago

↳ replying to Ashley

C) Create a new report type with event as the primary object and Contact as a related object.

Marya 1 year ago

↳ replying to Ashley

B) Edit the custom Event report type and add fields related via lookup.

Miles 1 year ago

↳ replying to Ashley

A) Configure formula fields on event to populate contact information

Louis 1 year ago

D) Use a dashboard with filters to show Event and Contact data as requested. Nice and simple, just the way I like it. Plus, I hear dashboards are the new black.

Carin 1 year ago

A) Configure formula fields on event to populate contact information? Really? That's just more work for the admin. I'd rather let the reporting do the heavy lifting.

Freida 1 year ago

↳ replying to Carin

B) Edit the custom Event report type and add fields related via lookup.

Gretchen 1 year ago

↳ replying to Carin

C) Create a new report type with event as the primary object and Contact as a related object.

Stanford 1 year ago

↳ replying to Carin

B) Edit the custom Event report type and add fields related via lookup.

Shawnee 2 years ago

C) Create a new report type with event as the primary object and Contact as a related object. This will give me the most flexibility to pull in all the contact fields I need.

Alva 1 year ago

↳ replying to Shawnee

A) Configure formula fields on event to populate contact information

Benton 1 year ago

↳ replying to Shawnee

C) Create a new report type with event as the primary object and Contact as a related object.

Cristal 1 year ago

↳ replying to Shawnee

B) Edit the custom Event report type and add fields related via lookup.

Sonia 2 years ago

B) Edit the custom Event report type and add fields related via lookup sounds like the way to go. No need to reinvent the wheel with a new report type.

Wilburn 1 year ago

↳ replying to Sonia

User 3: Definitely, no need to create a new report type when we can just edit the existing one.

Raymon 1 year ago

↳ replying to Sonia

User 2: Agreed, it's the most efficient way to pull contact fields into the custom report.

Whitley 2 years ago

↳ replying to Sonia

User 1: I think B) Edit the custom Event report type and add fields related via lookup is the best option.

Kimberlie 2 years ago

I'm not sure, but creating a new report type with event as the primary object and Contact as a related object could also work.

Tarra 2 years ago

I agree with Darell. Editing the report type seems like the best option to pull contact fields into the custom report.

Darell 2 years ago

I think the administrator should edit the custom Event report type and add fields related via lookup.

Salesforce CRT-101 Exam - Topic 1 Question 78 Discussion