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?

Question

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.

• A
  86% (18)
• B
  10% (2)
• C
  5% (1)

Explanation

The report type determines which objects and fields are available in the report. To see contacts alongside their related account data (such as Account Name for grouping), you must select the 'Contacts & Accounts' report type, which provides a joined view of both objects. This must be done first before adding filters or groupings. Option B is incomplete - a Contacts-only report type would not expose the Account fields needed for grouping. Option C describes a Joined report, which is a more complex report type used to combine multiple report blocks, and is unnecessary for this straightforward requirement.

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