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The app builder at Northern Trail Outfitters created a report type for opportunities with or without shipments. The operations team wants to see the account rating Information on the report.
What should the app builder do to fulfill this request?
Suggested Answer: A
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35 comments · newest first
JO
Josue
12 months ago
B is a quick fix, but not really what they asked for.
MA
Malinda
12 months ago
Definitely not D, that would complicate things too much.
RO
Ronny
12 months ago
Surprised they didn't consider adding a field directly!
KA
Kati
1 year ago
I disagree, A would mess up the report type.
HI
Hillary
1 year ago
Option C seems like the best choice.
JE
Jerrod
1 year ago
Changing the relationship to master/detail seems like a big step; I wonder if that's really necessary for just adding account information to the report.
AR
Ardella
1 year ago
I feel like using lookup fields could be the right approach, but I can't recall if it needs to be set to opportunities specifically.
KA
Karma
1 year ago
I think adding the Account Rating field directly to the opportunity record page might not actually help with the report.
EL
Elfrieda
1 year ago
I remember we discussed how report types can include fields from related objects, but I'm not sure if that means I need to change the primary object.
JU
Junita
1 year ago
This seems like a straightforward question about security methods. I'll focus on the keywords "data fragmentation" and think about what techniques could enhance that.
CH
Chantell
1 year ago
Hmm, this looks like a tricky one. I'll need to carefully consider the options and think through the possible scenarios that could lead to the Logged Time being shown as "Not Specified".
TH
Theodora
1 year ago
Hmm, this looks like a tricky one. I think I'll need to carefully consider the requirements and the available options to come up with the best solution.
CL
Clement
1 year ago
I think A and B are definitely correct because that's how factoring works, right? But I'm a bit unsure about C—did they say the seller pays upfront?
LU
Lucille
1 year ago
Hmm, this seems like a straightforward question about configuring access settings for a new enterprise app in Azure AD. I'll need to think through the different options carefully.
AD
Adell
2 years ago
I'm going to have to go with B). No need to overcomplicate things when a simple field addition will do the trick.
EL
Elise
1 year ago
Definitely, no need to make it more complicated than it needs to be.
ME
Merilyn
1 year ago
Agreed, keeping it simple is usually the best approach.
LA
Layla
1 year ago
That sounds like the most straightforward solution.
CA
Carman
1 year ago
B) Add the Account Rating field to the opportunity record page.
WE
Wei
1 year ago
B) Add the Account Rating field to the opportunity record page.
CA
Cassie
1 year ago
B) Add the Account Rating field to the opportunity record page.
NO
Noble
1 year ago
A) Change the primary object of the custom type to the Account object.
TR
Truman
1 year ago
B) Add the Account Rating field to the opportunity record page.
DE
Derick
1 year ago
I agree, keeping it simple is usually the best approach.
LI
Ligia
1 year ago
B) Add the Account Rating field to the opportunity record page.
BL
Blair
2 years ago
Haha, if I choose A), the operations team is going to be like 'Whoa, we didn't ask for a whole new object!' Better stick to the simple solutions here.
EL
Elouise
1 year ago
C) Use add fields related via lookup with the view set to opportunities.
DA
Davida
1 year ago
A) Change the primary object of the custom type to the Account object.
FA
Fausto
1 year ago
B) Add the Account Rating field to the opportunity record page.
VA
Vallie
1 year ago
A) Change the primary object of the custom type to the Account object.
FR
Frederic
2 years ago
I'm not sure about D) - changing the relationship seems overkill for this. C) might work, but it's a bit more complicated.
PA
Paris
2 years ago
B) seems like the easiest and most straightforward way to get the account rating on the report. Just add the field!
GW
Gwen
2 years ago
I think adding the Account Rating field to the opportunity record page could also fulfill the request. It would make it easier for the operations team to access the information.
NO
Noe
2 years ago
I agree with Tawna. By changing the primary object, the account rating information can be included in the report.
TA
Tawna
2 years ago
I think the app builder should change the primary object of the custom type to the Account object.