CREATE A NEW CUSTOM REPORT TYPE IN SALESFORCE | How to Salesforce Tutorial | Salesforce Reporting

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  • Опубліковано 6 вер 2024

КОМЕНТАРІ • 12

  • @salesforceemily
    @salesforceemily  2 роки тому

    Not the tutorial you're looking for? Let me know and I will add it to the list!

    • @AntonioRamirez-zu2rt
      @AntonioRamirez-zu2rt 2 роки тому

      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?

  • @joarm3010
    @joarm3010 Місяць тому

    Under filters "Show Me" it will not allow me to select All Accounts, it only picks via a role. Can this be changed?

  • @gnicevids
    @gnicevids 11 місяців тому +1

    Thanks for the video it was helpful

  • @JustAGuyYaKnow42
    @JustAGuyYaKnow42 Рік тому +1

    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.

  • @travisadragna8933
    @travisadragna8933 2 роки тому

    Would you be able to help create a Duplicate Leads/Contacts report?

  • @ZombiesOnYourLawn66
    @ZombiesOnYourLawn66 Рік тому

    Thanks!

  • @berenicee5579
    @berenicee5579 Рік тому

    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

    • @ssjtariq5664
      @ssjtariq5664 2 місяці тому

      Hey did you ever figure this out I have the same challenge