Whether you are just starting your Salesforce journey or you are a seasoned pro, this session is guaranteed to change your approach to reporting.
Imagine having one “deluxe” custom report type per object to address a majority of report requests – pulling in up to 1,000 fields from up to 60 related objects with ease. Imagine instantly knowing which report type to choose in order to get the data you need without any trial and error. Imagine how much time and effort you can save when you have a complete understanding of what Salesforce is capable of in the reporting realm.
During this session, you will learn how easy it is to demystify the inner workings of report types, consolidate the litany of overwhelming report type clutter, and empower yourself with a revolutionary paradigm that frees you to confidently query for conclusions. Rejoice as you reimagine designing, building, and running reports – you’ll wonder how you ever did it before.
5. #CD22
Frustrations with Reports
“The same record shows up
multiple times”
☹️
“How can I include fields
from X object?”
😣
“I’m not seeing all of the
records I wanted to see”
😡
8. #CD22
What happens when you choose a primary object and start relating child
objects?
Dissecting Custom Report Types
Allows you to move down the data
architecture hierarchy
4 Object Limit
Each row represents a filtered list of
records for the object at the bottom of
the hierarchy
Records with blank lookup fields are
filtered out
Only handles a very specific reporting
scenario
Accounts
Contacts
Contracts
Opportunities
Price Book
Campaigns
Account
Owners
Contact
Creator
9. Start at the bottom
Climb up the data architecture hierarchy
10. #CD22
Look at all the objects we have access to
Move Up the Data Architecture Hierarchy
Contact
Creator
Contact
Owners
Contract
Owners
Accounts
Contacts
Contracts
Opportunities
Price Books
Campaigns
Account
Owners
Parent
Campaigns
Owner’s
Manager
12. #CD22
● Step 1: Choose a primary object
Creating a “Deluxe” report type
13. #CD22
● Step 2: Don’t define any object relationships
Creating a “Deluxe” report type
14. #CD22
● Step 3: Edit the layout to add fields from related objects
Creating a “Deluxe” report type
15. #CD22
Debuted in Winter ’21
Adds the field to any custom
report type layout that specifies
the object in the Object
Relationships
New fields on the primary
object of a Deluxe Report Type
can be added automatically
using this feature
Maintaining “Deluxe Report Types”
16. #CD22
New in Summer ’22 – hide report types in Lightning Experience
Simplify the Menu
17. #CD22
New in Summer ’22 – see all hidden report types in Lightning Experience
Simplify the Menu
https://evanponter-dev-ed.lightning.force.com/lightning/setup/CustomReportTypes/home
https://evanponter-dev-ed.lightning.force.com/lightning/r/Report/00O3m000009N2hMEAS/edit
https://evanponter-dev-ed.lightning.force.com/lightning/r/Report/00O3m000009N2hWEAS/edit
https://evanponter-dev-ed.lightning.force.com/lightning/r/Report/00O3m000009N2hbEAC/edit
Every row represents an Opportunity record. Includes fields from the following objects: Contract, Contact, Account, Campaign, Price Book, Contact Creator, Account Owner, Contact Owner, and Contract Owner
Start at the bottom. That object’s records are already being represented by rows in your results – make it your primary object. Do this for each object in your org and you’ll have incredible flexibility. When I realized this, it changed my entire approach to reporting