Custom report types for Agentforce Financial Services objects
Key Takeaway
In the standard data model, a client's role on a financial account lives in Financial Account Party, and balances live in Financial Account Balance. A report type on Financial Account must relate the object that holds the data the report needs.
A report type decides which records and fields a report can use, based on a primary object and the objects related to it. Salesforce provides standard report types for objects. You create a custom report type when users need additional objects and fields in a report. Examples are Financial Account with its related objects, or Tag Categories with Topics for interest tags. Reports and dashboards built on the custom report type can then measure what a project's success criteria call for.
What a custom report type contains
A custom report type has three parts:
- A primary object
- Related objects, which are optional
- A field layout, which controls which fields reports can use
A custom report type can also include fields from objects with lookup relationships, which widens the data available to report users. You can add up to four levels of a relationship via lookup. For example, from an account you can reach the account owner, the owner's manager, the manager's role and that role's parent role.
Creating and updating custom report types requires the "Manage Custom Report Types" permission. You can build a custom report type on any object, even objects you don't have permission to view.