Another day, another Salesforce quirk.
While coaching a client today, I noticed something that had not caught my attention before. When building a report and choosing a report type, Salesforce is inconsistent with the data model.
Sometimes a top-down approach is used. That is, a parent object with child objects. Examples are:
- Campaigns with Opportunities
- Orders with Products
Other times there is a bottom-up approach. Examples are:
- Activities with Accounts
- Email Recipients with Email
And sometimes there is both:
- Opportunities with Products
- Products with Opportunities
Note that when you create a custom report type, it’s always top-down.
The takeaway
Consistency is not one of Salesforce’s strong suits.
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Salesforce