6 Reporting Formulas That Will Delight Your Users

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  • 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

КОМЕНТАРІ • 6

  • @AlexisKasperavicius
    @AlexisKasperavicius 5 років тому

    Some very nice tricks. Thanks for posting!

  • @akashmishra2363
    @akashmishra2363 7 років тому +1

    Great learning experience with the Salesforce rockstars, thanks for the mind-blowing session.

  • @dany102611
    @dany102611 4 роки тому

    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.

    • @ameensams
      @ameensams 4 роки тому

      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".

  • @sambrown801
    @sambrown801 4 роки тому

    I was hoping to see something like proof status changed yesterday