Salesforce Certified Associate Practice Exam

What kind of data sets can be used for report types?

1. Only parent records

2. Data from one object or with child records

3. Only child records

4. Unrelated data from various objects

The correct answer is: Data from one object or with child records

Using data from one object or with child records is the correct approach when defining report types in Salesforce. Report types serve as the foundation for reports and dictate the data that can be included in those reports. When creating a report type, you can choose to pull data from a single object or include related child records through parent-child relationships. This is crucial because it allows users to analyze and report on data that is interconnected, providing a more comprehensive view of the information. For example, if you're working with accounts and their related contacts, you can create a report type that includes both accounts (the parent) and contacts (the children). This flexibility enables users to generate complex reports that can summarize, group, and display data across related records, which is essential for deeper insights into business processes or performance metrics. By only allowing parent records or unrelated data, you would limit the utility of the report types and restrict the ability to analyze related data comprehensively.