ADM-201 Question #276: Real Exam Question with Answer & Explanation

Question

The administrator at Cloud 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?

Options

• ACreate a new report type with Event as the primary object and Contact as a related object.
• BUse a dashboard with filters to show Event and contact data as requested.
• CConfigure formula fields on Event to populate contact information.
• DEdit the custom Event report type and add fields related via lookup.

Explanation

To include fields from a related Contact record in a custom Event report, the administrator should edit the custom Event report type to add fields related via the lookup.

Common mistakes.

• A. While creating a new report type with Event as primary and Contact as related is a valid approach, if a 'custom Event report type' already exists, editing it directly is more efficient than creating a brand new one.
• B. Dashboards visualize data from reports but do not determine which fields are available in the underlying reports; the report type defines field availability.
• C. Configuring formula fields on Event to pull contact information is technically possible but is inefficient and creates redundant fields if many Contact fields are needed, making report type modification the standard and more scalable solution.

Concept tested. Custom Report Type modification for related object fields

Reference. https://help.salesforce.com/s/articleView?id=sf.reports_report_type_create.htm&type=5

No community discussion yet for this question.