What is a report type in Salesforce?

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In Salesforce, Record Types serve a key purpose in managing and customizing different business processes for different users, departments, or use cases within the same object. Here’s a breakdown of their primary purpose.

Salesforce Reports and Dashboards are powerful tools used to visualize, analyze, and monitor data stored in Salesforce. They're essential for turning raw data into actionable insights that help businesses make better decisions, track performance, and identify trends or issues.

In Salesforce, a report type defines the set of records and fields available for creating a report. It acts like a template that determines which objects and their relationships you can include when building a report.

Key points about Report Types:

• Standard Report Types: Provided by Salesforce out-of-the-box, based on standard objects (e.g., Accounts, Contacts, Opportunities).

• Custom Report Types: Created by admins to combine standard and custom objects in specific relationships, allowing for tailored reporting.

How Report Types Work

• The report type specifies:

  • Which objects (tables) are included (e.g., Accounts with related Contacts)

  • Which fields from those objects are available to report on

  • The relationship type (e.g., "with" or "without" related records)

Example

• Accounts with Contacts: Report includes Accounts and their related Contacts.

• Opportunities with or without Products: Report shows Opportunities whether or not they have Products linked.

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