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bookCreating Your First Report in Salesforce

Reports are not just for tracking progress—they also serve practical business functions. In this example, we will assume that EcoMarket Deliveries has partnered with an external sales group, and we need to provide them with a list of all leads for import into their CRM.

The best way to master reports is through hands-on practice. Try generating different reports, adjusting filters, and exporting data to become more comfortable with Salesforce's reporting tools.

1. What is the first step in creating a new report in Salesforce?

2. What is the best way to ensure that only new leads appear in a report?

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What is the first step in creating a new report in Salesforce?

Select the correct answer

question mark

What is the best way to ensure that only new leads appear in a report?

Select the correct answer

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Hvordan kan vi forbedre det?

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Sektion 6. Kapitel 3

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Reports are not just for tracking progress—they also serve practical business functions. In this example, we will assume that EcoMarket Deliveries has partnered with an external sales group, and we need to provide them with a list of all leads for import into their CRM.

The best way to master reports is through hands-on practice. Try generating different reports, adjusting filters, and exporting data to become more comfortable with Salesforce's reporting tools.

1. What is the first step in creating a new report in Salesforce?

2. What is the best way to ensure that only new leads appear in a report?

question mark

What is the first step in creating a new report in Salesforce?

Select the correct answer

question mark

What is the best way to ensure that only new leads appear in a report?

Select the correct answer

Var alt klart?

Hvordan kan vi forbedre det?

Tak for dine kommentarer!

Sektion 6. Kapitel 3
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