HOW TO CREATE AN OPPORTUNITY REPORT IN SALESFORCE | Reporting in Salesforce with Filters and Groups
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- Опубліковано 26 вер 2021
- HOW TO CREATE A OPPORTUNITY REPORT IN SALESFORCE | Reporting in Salesforce with filters and groups
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Hey Emily! I loved the tutorial. You are great, clear language and very didactic.
I've been having some issues with filters for users in my organization. Some users don't see the same filters I use, and if they want to use filters it's all blocked for them. I find it kind of confusing, so If you could make a tutorial on that. It would be great. Thank you Very much! And nice job!
Hi Emily, can you gouped by stage but per month, so you're able to see a FY forecast per month and stages but on each month?
How do I control what is seen when I toggle the Details switch at bottom of report??
How can we get values near close$, open$ in quarterly performance home page in salesforce lightening
Can we do a report where we get TOP 10 opportunities by value?
How to run an opportunity report by alias name with activity totals, event tasks, calls emails?
You would probably need to create a new report type of opportunities with activities (unless it already exists). Then once you have that you'll need to group by alias, then shuffle some of the fields around to get the desired outcome