SALESFORCE-ASSOCIATE Question #16: Real Exam Question with Answer & Explanation

The correct answer is A: Create a new report using the Contacts & Accounts report type.. The first step in building a report that shows all active contacts grouped by account is to create a new report using the Contacts & Accounts report type. The report type determines the objects and fields that are available for the report. The Contacts & Accounts report type allo

Reports and Dashboards

Question

A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts grouped by Account. What is the first step in building this report?

Options

ACreate a new report using the Contacts & Accounts report type.
BCreate a Contacts report with a filter on Account.
CCreate a joined report with accounts and contacts.

Explanation

The first step in building a report that shows all active contacts grouped by account is to create a new report using the Contacts & Accounts report type. The report type determines the objects and fields that are available for the report. The Contacts & Accounts report type allows users to report on contacts and their related accounts, as well as account fields such as industry, annual revenue, and number of employees

Topics

#Salesforce Reports#Report Types#Standard Report Types#Data Grouping

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