Question: 1 / 160

What is a report type in Salesforce?

A method for securing data

A designated set of fields for reports

A report type in Salesforce serves as a defined structure that specifies which fields and records will be available when creating a report. By determining the combination of objects and fields, report types allow users to generate meaningful reports tailored to their needs. This structured approach ensures that users can pull relevant data easily and efficiently based on the criteria predefined in the report type.

In this context, the other options do not accurately represent what a report type is. Securing data pertains to permissions and roles, which are not related to report types. Managing user permissions involves user settings and profiles, unrelated to how data is displayed in reports. Scheduling report analysis focuses on the timing of report generation or distribution rather than the underlying structure of the report itself. Therefore, the definition of a designated set of fields for reports is the clearest and most accurate understanding of a report type in Salesforce.

A tool for managing user permissions

A way to schedule report analysis

Next

Report this question