Standard versus custom report types for Agentforce Health data
Key Takeaway
Some Agentforce Health data needs a custom report type before anyone can report on it. Users see that report type only after you set it to "Deployed".
A report type is the template that decides which records and fields a person building a report can pick from. Salesforce provides standard report types for objects, but some Agentforce Health data needs a custom report type first. Examples include several FHIR clinical objects and utilization management authorization requests. When a project agrees on a list of reports, you need to know which reports can start from a standard report and which need a custom report type.
Standard and custom report types
The records and fields in a report type come from the relationships between a primary object and its related objects.
In Agentforce Health, you can start with a standard report and customize it to your needs. Create a custom report type when users need additional objects and fields that a standard report type does not include.
A custom report type also gives more flexibility with object relationships than a standard one. Through lookup relationships, a custom report type can pull in fields up to four levels deep. From an account, for example, you can reach the account owner, the owner's manager, the manager's role, and that role's parent role.