Opportunities and Contact Role Salesforce Report
1. Create a Report with "Opportunities with Contact Roles" Report Type. 2. Group it by Account Name, Opportunity Name and Contact Id.
1. Create a Report with "Opportunities with Contact Roles" Report Type. 2. Group it by Account Name, Opportunity Name and Contact Id.
Classic:1. Go to Reports Tab.2. Click New.3. Select Accounts Report Type and click Create. 4. Select Cross Filter. 5. Set Accounts without Contacts.Lightning:1. Go to Reports tab.2. Click New.3. Select "Accounts" Report ....
1. Create a Custom Report Type.2. Use Knowledge Articles as Primary object and Article View Statistics as the related object. 3. Use the Custom Report Type and create the report. Set ....
1. Create a Custom Report Type.2. Use Knowledge Articles as Primary object and Article View Statistics as the related object. 3. Use the Custom Report Type and create the report. Set ....
1. Click Share on the Report Folder.2. Select Public Groups in Share With.3. Select "All Internal Users".
Last Activity The date when a User last did something related to the record (represents one of the following):1. The latest Due Date of the Closed Tasks on a record.2. ....
1. Create a Report Type with Account, Opportunity and Product.2. Add the Product Name via lookup fields selection in the Report Type.3. Create a Report using the report type created.
1. Select "Lightning Table" in Display As. 2. Select Columns to group by.3. Use Sort By and Then Sort By to do two level sorting.
1. Create a Report on Opportunities object.2. Filter it based on Close Date.3. Group By the report using the Close Date.4. By Default, the Close Date Grouping will be done ....
1. Go to Reports tab.2. Click New Folder button.3. Enter Folder Label. Folder Unique Name will be auto populated.4. Click Save button.5. Select All Folders in Reports tab.6. Use the ....