How to find Accounts with specific Contact Role associated with it in Salesforce?
1. Create a report with Accounts and Contacts Report Type. 2. Select With Contact Roles as the Cross Filter. 3. Add the Role under the Cross Filter.
Tag: Reports and Dashboards in Salesforce
Reports and Dashboards Folder Share Salesforce
View - Create and Edit their own Reports and Dashboards in the folder. Edit - Create and Edit their own and others Reports and Dashboards in the folder. Manage - View ....
How to find all the Subscribed or Scheduled Reports in Salesforce?
1. Go to Reports Tab. 2. Select All Reports. 3. Sort by Subscribed column.
Find Dynamic Dashboards in Salesforce
Run the below Query SELECT Id, FolderName,Title FROM Dashboard WHERE Type IN ( 'LoggedInUser', 'MyTeamUser' ) (Or) SELECT Id, FolderName,Title FROM Dashboard WHERE Type = 'LoggedInUser' OR Type = 'MyTeamUser' ....
Salesforce Lightning Dashboard filter supported data types
Salesforce Lightning Dashboard filter supports the below data types 1. Picklists2. Lookups3. Checkboxes4. Text5. Numeric6. Date7. Datetime Date and Datetime range for selection is not currently supported. Relative date and ....
How to create a Joined Report in Salesforce to Show Parent and its related data in a Single Report?
Check the below steps to create a single joined report to show Account and its related Contacts, Cases and Opportunities. 1. Create a Joined Report. 2. Select Accounts, Contacts, Opportunities ....
Report on Salesforce Mobile or Salesforce1 Usage
1. Create a custom report type. 2. Select Users as the Primary Object. 3. Select Identity Event Logs (User) in Relate Another object. 4. In the report filter add, App: ....
Opportunity Age and Stage Duration in Salesforce
Age For an open opportunity, the number of days since the opportunity was created. For a closed opportunity, the number of days between the creation date and the closed date. ....
Subscribe reports email notification content in Salesforce
On the Schedule Report page, specify a running user who has access to the folder where the report is stored. The access level of the running user determines what other ....