How to add related object fields to Reports More than 4 Objects

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  • เผยแพร่เมื่อ 15 พ.ย. 2024

ความคิดเห็น • 3

  • @AliceOBrien-h5d
    @AliceOBrien-h5d ปีที่แล้ว +1

    Thanks for this great video. I tried to follow to add a task due date to my opportunity report, but had a few issues 1) task doesn't appear as an object relationship choice in the B drop down. so I chose B as activity. then i can see all the activity fields, but not due date (this may have been a field I added some years ago)

    • @RevOpsforSalesforce
      @RevOpsforSalesforce  ปีที่แล้ว

      Hey Alice,
      Are you positive you're not able to see the field? I believe the API name may be something different here's the field reference guide for activities: developer.salesforce.com/docs/atlas.en-us.sfFieldRef.meta/sfFieldRef/salesforce_field_reference_Task.htm
      Also, there is a standard report type called "Activities with Opportunities" you should be able to pull in the standard "date" field by using that report type instead of creating a custom one.

  • @ssjtariq5664
    @ssjtariq5664 4 หลายเดือนก่อน

    This was a great video but when I tried to apply this no records returned to the report