HOW TO CREATE A LEAD REPORT IN SALESFORCE | Reporting in Salesforce with filters and groups

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  • Опубліковано 17 жов 2024

КОМЕНТАРІ • 5

  • @salesforceemily
    @salesforceemily  3 роки тому +1

    Let me know if there are any other Salesforce Tutorials you'd like!

  • @edgarbonilla6120
    @edgarbonilla6120 2 роки тому

    Thank you for the information. Do you have a video to create a report by geographical area ( West & East Coast)

    • @salesforceemily
      @salesforceemily  2 роки тому

      Hey! No problem. I don't have a video on the geographical area.... it really depends on the data and customizations you have in the org you're working in. If you have a picklist field that differentiates between east and west coast that would be ideal to group by. If not, then I would use reporting buckets to sort the individual states into those geographical regions.
      Here's a video I did on bucketing a few weeks ago: ua-cam.com/video/wUGhtSE6-bI/v-deo.html

  • @seyiishola7841
    @seyiishola7841 3 роки тому

    Hi
    Can you please do a walk-through for campaign report and visualizations?
    Thank you