How to Create a Joined Report in Salesforce Lightning

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  • Опубликовано: 4 дек 2024

Комментарии • 8

  • @shomailakhan2013
    @shomailakhan2013 Год назад

    Thanks for explaining joined report types. It was a huge help!!

    • @Rotive
      @Rotive  Год назад

      Glad it was helpful!

  • @prajktasurvase-b4u
    @prajktasurvase-b4u 9 месяцев назад

    Thank you for explaining, It is very helpful!!

    • @Rotive
      @Rotive  9 месяцев назад

      Glad it was helpful! Lauren and I appreciate the comment

  • @tchassakamga
    @tchassakamga 2 года назад

    Thanks for the swift and informative videos, Brian! I've been enjoying your series on Pardot. If you had to choose between a Custom Report Type and running a Joined Report, what would you go for? I'm sure "it depends" is the probable answer, but I'm curious what your thoughts are on the two. :)

    • @Rotive
      @Rotive  2 года назад

      Thanks for watching! I would always choose a custom report type over a joined report if I could. Sometimes joined reports are your only option. They add complexity and are more difficult to build and read.

  • @rameeshar707
    @rameeshar707 9 месяцев назад

    Hi, what is the difference between joined report and custom report type?

    • @Rotive
      @Rotive  6 месяцев назад

      Custom report types let you select what related and objects to pull from in a report. You only need to create one if one of the standard report types isn't solving your problem.
      A joined report, combines two or more report types that have a shared object. The report types used in a Joined Report can be custom or standard.