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

6 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

6 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

6 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

6 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

6 months 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

6 months ago

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

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Julieta

6 months 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

6 months 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

5 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

5 months ago

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

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Shalon

6 months ago

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

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Paulene

6 months ago

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

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Leslie

6 months ago

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

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Nikita

6 months 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

6 months 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

6 months ago

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

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Venita

6 months ago

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

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Remona

6 months ago

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

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Fletcher

6 months ago

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

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Paulene

6 months ago

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

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Theola

7 months 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

6 months ago

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

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Ivory

6 months ago

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

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Ira

6 months ago

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

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Isadora

7 months ago

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

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Leslie

7 months ago

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

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