Use Custom Report Types to Build Powerful Salesforce Reports

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  • Опубліковано 23 чер 2019
  • Reports & Dashboards are a powerful way to understand and visualize your data, and our reporting starts with Report Types. When you create a report in Salesforce, you first select the type of report you will create. Often the standard report types will meet your reporting needs, however sometimes we run into reporting limitations with our standard set of report types. If you aren't able to create the report you need with the standard report types available, we can explore Custom Report Types.
    🥾Complete the Module: Reports & Dashboards for Lightning Experience: trailhead.salesforce.com/en/c...
    📝Learn more here: admin.salesforce.com/build-po...
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    LeeAnne Rimel
    @leeanndroid
  • Навчання та стиль

КОМЕНТАРІ • 16

  • @petarcale3411
    @petarcale3411 Рік тому +2

    Thank you so much! This helped me with getting through a module on the Lightning Experience Reports & Dashboard Specialist Superbadge!

  • @koyalaybs
    @koyalaybs 2 роки тому

    This been really helpful. Really appreciate it.

  • @ZombiesOnYourLawn66
    @ZombiesOnYourLawn66 Рік тому

    Very helpful! Appreciate the info.

  •  4 роки тому +1

    Hi, it is possible to display the fields of dates in format: Date/Time? Im just obtaining the Date but I also need the time.

  • @sabrinabailey9078
    @sabrinabailey9078 5 років тому +15

    I like it, but you need to slow down.

    • @kevinbuckley3879
      @kevinbuckley3879 Рік тому

      Use 0.75 speed or even slower if someone is going too fast.

  • @jeffrooney5080
    @jeffrooney5080 4 роки тому

    do you have a video like this for older versions of SF? My company has not upgraded in a long time.

  • @alexgonzalez1064
    @alexgonzalez1064 3 роки тому

    Save my life today!

  • @hoosier-daddy465
    @hoosier-daddy465 2 роки тому

    Hey Leanne Rimes!

  • @congregationbethsholom3126
    @congregationbethsholom3126 3 роки тому

    Helpful intro into custom reports. Could skip the first couple minutes of intro.
    Speed was fine for me, but narrating some of the selections (Now clicking [edit object] ..." ect. would help.

  • @walkertalker3232
    @walkertalker3232 2 роки тому

    How can I create a report that shows accounts that owne a specific product?

  • @andrejmichniov1413
    @andrejmichniov1413 2 роки тому

    Cant find how to make converted and non-converted Leads with Activities

  • @trywellwashington7506
    @trywellwashington7506 3 роки тому

    u skipped how to get to that first screen u showed

  • @carlobyahero1496
    @carlobyahero1496 4 роки тому +6

    she talks too fast the content was so great but she talks like a taxi outside is waiting for her...

  • @Mycoola
    @Mycoola 5 років тому +4

    Thanks a lot, you are so beautiful