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Salesforce Exam CRT-211 Topic 3 Question 90 Discussion

Actual exam question for Salesforce's CRT-211 exam
Question #: 90
Topic #: 3
[All CRT-211 Questions]

Management at Ursa Major Solar wants to understand how many accounts have opportunities in the overall pipeline.

What should the administrator use to create a report showing all open opportunities and the total number of accounts represented?

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Suggested Answer: B

A joined report is a type of report that allows you to create multiple report blocks that provide different views of your data. Each report block can have its own fields, columns, sorting, and filtering. A joined report can only be created from summary or matrix reports. You can use a joined report to show data from different report types or data sources on a single report. In this case, you can use a joined report to show Accounts with Open Cases by creating two report blocks: one for accounts and one for cases with a filter for open status. You can then join the two blocks by a common field such as Account ID or Account Name. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_joined_format.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_joined.htm&type=5


by Jennifer at May 22, 2024, 09:57 AM

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Suzan
16 days ago
The row count on a summary report grouped by account name seems like the easiest way to get the information they're looking for.
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Kattie
17 days ago
I would go with option B, a Cross Filter selecting opportunities with accounts, to get a more specific view of the data.
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Phillip
22 days ago
I agree with Merissa, option C makes the most sense because it directly shows opportunities with accounts.
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Merissa
25 days ago
I think the administrator should use option C, a custom report type showing opportunities with accounts.
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