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Salesforce Exam CRT-101 Topic 1 Question 78 Discussion

Actual exam question for Salesforce's CRT-101 exam
Question #: 78
Topic #: 1
[All CRT-101 Questions]

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?

Show Suggested Answer Hide Answer
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


by Brice at Jul 18, 2024, 06:38 PM

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Ashley
1 months 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?
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Miles
4 days ago
A) Configure formula fields on event to populate contact information
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Louis
1 months 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.
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Carin
1 months 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.
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Gretchen
15 days ago
C) Create a new report type with event as the primary object and Contact as a related object.
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Stanford
21 days ago
B) Edit the custom Event report type and add fields related via lookup.
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Shawnee
2 months 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.
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Alva
22 hours ago
A) Configure formula fields on event to populate contact information
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Benton
11 days ago
C) Create a new report type with event as the primary object and Contact as a related object.
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Cristal
12 days ago
B) Edit the custom Event report type and add fields related via lookup.
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Sonia
2 months 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.
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Wilburn
25 days ago
User 3: Definitely, no need to create a new report type when we can just edit the existing one.
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Raymon
1 months ago
User 2: Agreed, it's the most efficient way to pull contact fields into the custom report.
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Whitley
2 months ago
User 1: I think B) Edit the custom Event report type and add fields related via lookup is the best option.
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Kimberlie
2 months 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.
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Tarra
2 months ago
I agree with Darell. Editing the report type seems like the best option to pull contact fields into the custom report.
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Darell
3 months ago
I think the administrator should edit the custom Event report type and add fields related via lookup.
upvoted 0 times
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