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CREATE A NEW CUSTOM REPORT TYPE IN SALESFORCE | How to Salesforce Tutorial | Salesforce Reporting
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- เผยแพร่เมื่อ 5 ส.ค. 2024
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Can you make a video showing how to create a report showing all opportunities by sales stage for multiple campaigns (by campaign name) consolidated into one report and then viewed by the funnel chart?
Under filters "Show Me" it will not allow me to select All Accounts, it only picks via a role. Can this be changed?
Thanks for the video it was helpful
Glad it helped!
Thanks!
Happy to help!
Would you be able to help create a Duplicate Leads/Contacts report?
Great video. It is a real shame that the interface for this is so crude. It is really painful to have to hover over a field to see the whole name.
Is there a way to have 2 primary objects? The challenge to me has been I need to have Users info, such as title, but also I need cases info
Hey did you ever figure this out I have the same challenge