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How to Create a Custom Report Type | Salesforce
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Are you unable to find a report that has the fields and objects you need? You probably need to create a new Custom Report Type! Report types are combinations of objects, like Opportunities and Accounts, that you can then build other reports from. If you're missing a combo, then create a customer report type that has the objects you need.
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Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
#Salesforce #SalesforceSupport #SalesforceHowTo
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.