Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead/Salesforce

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  • Опубликовано: 8 сен 2024
  • Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead/Salesforce
    Trailmix 2 - Customize Salesforce with Clicks
    Filter Your Report
    Create a Cases report.
    Set the Units standard filter to Days.
    Verify that the following fields are included:
    Industry
    Status
    Type
    Set up the following custom filters in this order:
    Industry: Equals Energy
    Industry: Equals Electronics
    Status: Not equal to Escalated
    Type: Equals Structural
    Add the following filter logic:
    (1 OR 2) AND 3 AND NOT 4
    Save the report in a shared folder.
    Report name: Cases by Status
    Folder: Public Reports
    #salesforce
    #salesforceadmin
    #salesforcetrailhead
    #trailhead
    #salesforcedeveloper
    Disclaimer -
    This Video for education purposes

Комментарии • 7

  • @unknown-11911
    @unknown-11911 2 дня назад

    Thank you

  • @braholka1
    @braholka1 2 месяца назад +3

    There are no CASES in the creation filter

  • @brookeguthrie3417
    @brookeguthrie3417 4 месяца назад +3

    Thank You!

  • @PriyanshiBawane
    @PriyanshiBawane 3 месяца назад +1

    THANK YOU

  • @SeanRahimi-fi7fx
    @SeanRahimi-fi7fx 3 месяца назад +1

    Thank you, this was a great video, helped alot. I am stuck on another one are you able to help? I will reward you for your time. We can do zoom meeting, let me know!

  • @IgorSilva-ef6cw
    @IgorSilva-ef6cw 3 месяца назад +1

    🤘

  • @olenabarylova1592
    @olenabarylova1592 3 месяца назад +1

    Thx