How to create a report on Accounts to find Opportunities count and the sum of Amount in Salesforce?
1. Create a Report with "Opportunity" Report Type. 2. Group the Report by Account Name. Summarize the Amount field with Sum.Output:
Tag: Reports and Dashboards in Salesforce
How to find chats based on the Chat Button in Salesforce Report?
1. Create a Report with "Chat Transcripts" Report Type.2. Group the report by "Select all rows for Drill Down. Chat Button: Developer Name" Field.
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.
How to find Accounts without Contacts using Report in Salesforce?
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 ....
Report on Total Views on Knowledge Article in Salesforce by External Users
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 ....
How to report on Total Views on Knowledge Article in Salesforce?
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 ....
How to share a Report Folder to all the Internal Users in Salesforce?
1. Click Share on the Report Folder.2. Select Public Groups in Share With.3. Select "All Internal Users".
How to find Account records that didn’t had any closed tasks or events in the last 7 days in Salesforce?
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. ....
How report on Account, Opportunity and Product in Salesforce?
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.
Two Level Sorting in Salesforce Dashboard
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.