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Standard report types created by object relationships

Key Takeaway

The relationship type decides which standard report types you get. For a many-to-many relationship, choose the report type in the report category of the master whose records should set the report's scope, because that report type lists that master first.

When you relate objects, Salesforce makes standard report types available so you can report on the related objects together. The kind of relationship (lookup, master-detail, or many-to-many through a junction object) decides two things: how many objects a report can join, and which report category each report type appears in.

What each relationship lets a report join

The type of relationship you create decides which standard report types are available and how they are categorized. Those report types in turn decide which related objects a report can include.

Objects one report can join
Lookup relationshipThe two related objects
Master-detail relationshipThree: the master object, the detail object, and one other lookup object
Many-to-many relationship (through a junction object)Both master objects and the junction object
Platform Administrator II Study Guide

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Given a scenario, determine the appropriate solution to enhance or extend objects (master-detail, lookup, junction object, related list, record type, Schema Builder, and Object Creator)

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