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Salesforce Plat-Admn-301 Exam - Topic 2 Question 8 Discussion

An administrator has a request to write a report listing accounts that have sales from this year and that have a completed activity in the last 30 days.What reporting feature should the administrator employ to provide only the list of accounts, without listing the details of the opportunities?
B) Cross-Filter
A) Joined Report
C) Summary Report
D) Filter Logic

Salesforce Plat-Admn-301 Exam - Topic 2 Question 8 Discussion

Actual exam question for Salesforce's Plat-Admn-301 exam
Question #: 8
Topic #: 2
[All Plat-Admn-301 Questions]

An administrator has a request to write a report listing accounts that have sales from this year and that have a completed activity in the last 30 days.

What reporting feature should the administrator employ to provide only the list of accounts, without listing the details of the opportunities?

Show Suggested Answer Hide Answer
Suggested Answer: B

A cross-filter lets you filter records based on related objects and their fields. For example, you can filter accounts that have at least one opportunity from this year and at least one completed activity in the last 30 days. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm&type=5


by Alayna at Mar 30, 2026, 12:23 PM

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Marge
26 days ago
I think A) Joined Report could work too.
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Renato
1 month ago
B) Cross-Filter is the way to go!
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Celestina
2 months ago
Filter Logic sounds familiar, but I can't recall if it would give us just the account names without the opportunity details.
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Kenneth
2 months ago
Joined Reports seem like they could be useful, but I feel like they might complicate things instead of simplifying the output.
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Amber
2 months ago
I remember practicing with Summary Reports, but I don't think they would exclude opportunity details like we need here.
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Pilar
2 months ago
I think we might need to use a Cross-Filter for this one, but I'm not entirely sure how it works in this context.
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