Along with some standard report types, I noticed that when creating custom objects and relationship fields, Salesforce will automatically create some report types with the word AND

e.g Opportunities with Team and Products.
Leads and Connections. Contracts with orders and Products

Question. Is there any documentation around this? I ask because most documentation is around with or without relationships. Is the Custom Report Type equivalent adding a field via a lookup in CRTs? What is the significance? Thanks

Thanks in advance

  • your surmise is basically correct although there are some standard report types that can't be replicated with Custom Report Types
    – cropredy
    Apr 14, 2016 at 0:26
  • @cropredy any chance you could answer the details around the automation relating to object creation and relationship fields? (e.g. if i create an object 1 and set it's master detail to object 2, what "standard" report types are created). i asked this previously salesforce.stackexchange.com/questions/42194/… Jun 28, 2016 at 16:00
  • thing that is throwing me off, is in some cases the "standard" report type is created automatically, but in others it seems to get skipped. personally i'm hoping to understand this so i can use the "standard" reports more often as they don't require maintaining the included fields the way "custom" report types do Jun 28, 2016 at 16:01
  • to narrowly answer Is the Custom Report Type equivalent adding a field via a lookup in CRTs? - the answer is YES
    – cropredy
    Jul 1, 2016 at 18:23


You must log in to answer this question.

Browse other questions tagged .