SalesForce ADM-211 Administration Essentials for Experienced Admin 04 31Oct2024 - Practice Quiz

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Question 1 of 30

A company is implementing a new Salesforce feature that allows for advanced reporting on sales performance. The sales team has requested a report that shows the total sales amount for each product category over the last quarter, segmented by region. To achieve this, the administrator needs to create a custom report type. Which of the following steps is essential in the process of creating this custom report type to ensure it meets the sales team\'s requirements?

Define the primary object as "Sales" and include related objects such as "Product" and "Region" in the report type setup.

Use the standard report type for "Opportunities" without any modifications.

Create a report type based solely on the "Products" object, ignoring the sales data.

Limit the report type to only include data from the last month to simplify the report.

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