Toggle Side Panel

  • Home
  • Articles
    • All Articles
    • Blogs
    • Videos
    • Infographics
  • Consultants
    • Salesforce Product Expertise
      • Top Salesforce ConsultantsTop Salesforce Consultants
      • Marketing Cloud ConsultantsMarketing Cloud Consultants
      • Service Cloud ConsultantsService Cloud Consultants
      • Experience Cloud ConsultantsExperience Cloud Consultants
      • Analytics Cloud ConsultantsAnalytics Cloud Consultants
    • Salesforce Industry Expertise
      • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
      • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
      • Health Cloud ConsultantsHealth Cloud Consultants
      • Commerce Cloud ConsultantsCommerce Cloud Consultants
      • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
    • Salesforce Experts by Location
      • USATop Salesforce Consultants in USA
      • IndiaTop Salesforce Consultants in India
      • AustraliaTop Salesforce Consultants in Australia
      • United KingdomTop Salesforce Consultants in UK
      • CanadaTop Salesforce Consultants in Canada
  • Webinars
  • Marketplace
  • Advertise With Us
  • Contact Us
  • Discussions
More options
    Sign in Sign up
    • Home
    • Articles
      • All Articles
      • Blogs
      • Videos
      • Infographics
    • Consultants
      • Salesforce Product Expertise
        • Top Salesforce ConsultantsTop Salesforce Consultants
        • Marketing Cloud ConsultantsMarketing Cloud Consultants
        • Service Cloud ConsultantsService Cloud Consultants
        • Experience Cloud ConsultantsExperience Cloud Consultants
        • Analytics Cloud ConsultantsAnalytics Cloud Consultants
      • Salesforce Industry Expertise
        • Non-Profit Cloud ConsultantsNon-Profit Cloud Consultants
        • Financial Service Cloud ConsultantsFinancial Service Cloud Consultants
        • Health Cloud ConsultantsHealth Cloud Consultants
        • Commerce Cloud ConsultantsCommerce Cloud Consultants
        • Manufacturing Cloud ConsultantsManufacturing Cloud Consultants
      • Salesforce Experts by Location
        • USATop Salesforce Consultants in USA
        • IndiaTop Salesforce Consultants in India
        • AustraliaTop Salesforce Consultants in Australia
        • United KingdomTop Salesforce Consultants in UK
        • CanadaTop Salesforce Consultants in Canada
    • Webinars
    • Marketplace
    • Advertise With Us
    • Contact Us
    • Discussions
    Close search

    Activity › Forums › Salesforce® Discussions › How to create a report that includes data from Accounts and a custom object in Salesforce?

    Tagged: Account, Custom Report, Custom Report Type, Matrix Report, Salesforce Certification, Salesforce Custom Object, Salesforce Interview Questions, Salesforce Quiz, Summary Report

    • Salesforce® Discussions

      How to create a report that includes data from Accounts and a custom object in Salesforce?

      Posted by Ashley on October 23, 2016 at 7:58 PM

      A user would like a report that includes data from Accounts and a custom object in Salesforce. What should the administrator do?

      1. Create a joined report and join accounts and the custom object
      2. Create a matrix report
      3. Define a new report type that includes accounts and the custom object
      4. Create a summary report
      Manpreet replied 8 years, 11 months ago 2 Members · 1 Reply
      • Account
      • Custom Report
      • Custom Report Type
      • Matrix Report
      • Salesforce Certification
      • Salesforce Custom Object
      • Salesforce Interview Questions
      • Salesforce Quiz
      • Summary Report
    • 1 Reply
    • Manpreet

      Member
      March 23, 2017 at 12:09 PM

      Hi Ashley,

      Option "Define a new report type that includes accounts and the custom object" would be Best.

      1.) From Setup, enter Report Types in the Quick Find box, then select Report Types.
      2.) Click New Custom Report Type.
      3.) Select the Primary Object for your custom report type.

      You can choose from all objects—even those you don't have permission to view. This lets you build report types for a variety of users.
      Once you save a report type, you can't change the primary object.
      If the primary object on a report type is a custom or external object, and that object is deleted, the report type and reports created from it are deleted.
      If you remove an object from a report type, all references to that object and its associated objects are removed from the reports and dashboards based on that type.
      4.) Enter the Report Type Label and the Report Type Name.
      The label can be up to 50 characters long. The name is used by the SOAP API.
      5.) Enter a description for your custom report type, up to 255 characters long.
      6.) Select the category in which you want to store the custom report type.

      Thanks.

    Log In to reply.

    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me
    • Public
    • All Members
    • My Connections
    • Only Me

    application solution

    Popular Salesforce Blogs

    Keynote Highlights of Dreamforce 2019

    Blog in Others

    It’s the Monday after the world’s largest software conference…Dreamforce! DemandBlue’s team of Customer Success Managers spent the last week seeping in Salesforce’s conference full of…

    AppExchange, Dreamforce 2019 highlights, Dreamforce 2019 Keynotes, Lightning App Builder, Salesforce Analytics
    LevelShift (formerly DemandBlue) Dec 5, 2019
    3,478  Views

    Send Survey Email On Case Closure on Case without using Trigger and Apex Class

    Blog in Salesforce Apex

    ​​​Send Survey Email on Case Closure​ We can create Survey Emails without coding and send them to any status of case closure. Use Flow Builder…

    App Menu, Assign, Assume, Blank, Case
    Rishabh May 18, 2023
    2,676  Views

    Salesforce Einstein Copilot

    Blog in Salesforce Einstein

    Salesforce continues to push the boundaries of customer relationship management (CRM) with its innovative technologies. One of the latest advancements is Salesforce Einstein Copilot, an…

    Business Intelligence, CRM AI Tools, CRM Automation, CRM Consulting USA, CRM efficiency
    Kizzy Consulting Sep 4, 2024
    621  Views

    Popular Salesforce Videos

    5 Benefits of Integrating Mulesoft Into Your Business | Salesforce Integration

    5 Benefits of Integrating Mulesoft Into Your Business | Salesforce Integration

    Video in Salesforce Integration

    The MuleSoft integration solution has provided visionaries throughout the world with the power to connect all their data, systems, and devices seamlessly. Swipe to know…

    Salesforce Training, Salesforce Tutorial, Salesforce Integration, salesforce, Salesforce Video
    Cyntexa Jul 5, 2022
    1,382  Views
    How To Get Job In Salesforce Without Experience?

    How To Get Job In Salesforce Without Experience?

    Video in Salesforce Training

    The scope of careers in Salesforce is increasing day by day leading to rising demand in lucrative job roles like Salesforce Administrators, Salesforce Developers, Salesforce…

    Salesforce Training, Salesforce Tutorial, Salesforce Jobs, Salesforce Course, salesforce consultants
    Intelogik Sep 1, 2022
    2,203  Views
    What Are Top 5 Salesforce Career Entry Jobs?

    What Are Top 5 Salesforce Career Entry Jobs?

    Video in Salesforce Training, Salesforce Development

    Wondering what are Top 5 Salesforce career entry jobs? Join this useful group for Salesforce job & career info. https://tinyurl.com/TelegramIntelogik

    Salesforce Training, Salesforce Jobs, salesforce, Salesforce Career, Salesforce Learning
    Intelogik Oct 7, 2022
    1,501  Views
    Footer Forcetalks logo

    support@forcetalks.com

    • twitterx

    Quick Links

    Advertise with Us

    Salesforce® Articles

    Dreamforce 2023

    Top Salesforce® Bloggers 2023

    Top Salesforce Consultants

    Get Listed

    Company

    Contact Us

    About Us

    Privacy Policy

    Terms & Conditions

    InsightHub

    Salesforce Blogs

    Salesforce Videos

    Salesforce Groups

    Salesforce Jobs

    © 2026 - Forcetalks ● All Rights Reserved

    Salesforce® is a trademark of Salesforce® Inc. No claim is made to the exclusive right to use “Salesforce”. Any services offered within the Forcetalks website/app are not sponsored or endorsed by Salesforce®.

    Try AuditMyCRM - It is a Salesforce CRM Audit tool which comprehensively scans your Salesforce org and gives you the list of errors or warnings you need to take care of.
    We use cookies to enhance your browsing experience. Please see our privacy policy if you'd like more information on our use of cookies.