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Salesforce Lightning Reporting and Dashboards
book

Salesforce Lightning Reporting and Dashboards

by Johan Yu
August 2017
Beginner to intermediate
402 pages
8h 32m
English
Packt Publishing
Content preview from Salesforce Lightning Reporting and Dashboards

The Master-Detail Relationship

When you add a Master-Detail Relationship between objects, the following behavior will happen related to the report type:

  • When you activate Enable Reports for the Claim object, the system will auto-create the Claims report type.
  • When you relate Claims to the Customers object as a child with a Master-Detail Relationship, the existing Claims report type will be removed because the Claim object became the child of the Customer object in a master-detail relationship.
  • There is no change in the existing Customers report type because customer is the parent object.
  • A new report type called Customers with Claims will be created in the Other Reports category folder. Note the difference with the report type auto-created ...
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Publisher Resources

ISBN: 9781788297387