6 Reporting Formulas That Will Delight Your Users
Вставка
- Опубліковано 9 лип 2024
- Table of Contents:
04:40 - Activity Type
06:55 - Amount by Month or Quarter
09:30 - The Ultimate Parent Account
16:58 - Count of open and lost opportunities
21:59 - A different kind of Bucket field
Webinar, slides, and resource links can be found here: admin.salesforce.com/webinar/... - Навчання та стиль
Some very nice tricks. Thanks for posting!
Great learning experience with the Salesforce rockstars, thanks for the mind-blowing session.
😂
I'm having a problem with the reports, when I choose a report type there are some fields that are not available that I need to put in and if I go around choosing another type I am not able to find the other part. There is no way.
If it's a custom report type you are defining, you can specify the default field you always want to default to each time you are using the report type. You'll do that during definition. Just double click the fields you want and check the "Checked by Default".
I was hoping to see something like proof status changed yesterday