Salesforce Exam Platform App Builder Topic 7 Question 85 Discussion

Actual exam question for Salesforce's Platform App Builder exam

Question #: 85
Topic #: 7

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?

AChange the primary object of the custom type to the Account object.

BAdd the Account Rating field to the opportunity record page.

CUse add fields related via lookup with the view set to opportunities.

DChange the account/opportunity relationship to a master/detail relationship.

Show Suggested Answer

Suggested Answer: C

Using 'Add Fields Related Via Lookup' in the report type configuration allows adding fields from the Account object to the Opportunity report, including the Account Rating. Reference:

Salesforce Help - Custom Report Types

by Karan at Mar 06, 2024, 03:00 AM

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Julieta

12 months ago

That's a good point, Jesusita. It's always good to consider different options before making a decision.

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Jesusita

12 months ago

Another option could be to use add fields related via lookup with the view set to opportunities. That could also work.

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Shalon

12 months ago

I see your point, Maurine. But I think changing the primary object would make it more efficient in the long run.

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Salena

12 months ago

I'm torn between B and C. Gotta love these tricky Salesforce questions, they really make you think!

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Giuseppe

1 years ago

Ha! Option D is like trying to fit a square peg in a round hole. Master/detail relationships are overkill for this use case.

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Maurine

1 years ago

But wouldn't it be easier to just add the Account Rating field to the opportunity record page?

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Julieta

1 years ago

I agree with Shalon. That way the operations team can see the account rating Information on the report easily.

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Cathrine

1 years ago

I'm leaning towards option A. Changing the primary object to the Account object could provide a more holistic view of the data.

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Marylyn

12 months ago

That sounds like a good idea. It would definitely give a better overview of the account rating information.

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Alease

12 months ago

A) Change the primary object of the custom type to the Account object.

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Shalon

1 years ago

I think the app builder should change the primary object of the custom type to the Account object.

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Paulene

1 years ago

Yeah, that could work as well. It ultimately depends on how the app builder wants to approach it.

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Leslie

1 years ago

That could work too, but I think changing the primary object would be more efficient.

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Nikita

1 years ago

I think using add fields related via lookup with the view set to opportunities could also be a good option.

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Abraham

1 years ago

Hmm, I'm not sure. Option C looks interesting, using fields related via lookup. That could give us more flexibility down the line.

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Delila

12 months ago

C) Use add fields related via lookup with the view set to opportunities.

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Venita

1 years ago

B) Add the Account Rating field to the opportunity record page.

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Remona

1 years ago

A) Change the primary object of the custom type to the Account object.

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Fletcher

1 years ago

But wouldn't adding the Account Rating field to the opportunity record page also fulfill the request?

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Paulene

1 years ago

I agree with Leslie, that seems like the most logical solution.

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Theola

1 years ago

I think option B is the way to go. Adding the Account Rating field to the opportunity record page seems like the simplest and most direct solution.

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Britt

1 years ago

That makes sense, it would definitely provide the operations team with the account rating information they need.

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Ivory

1 years ago

B) Add the Account Rating field to the opportunity record page.

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Ira

1 years ago

Yeah, that would make it easy for the operations team to access the account rating information.

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Isadora

1 years ago

I agree, option B seems like the most straightforward choice.

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Leslie

1 years ago

I think the app builder should change the primary object of the custom type to the Account object.

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