Creating 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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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?
Дякуємо за ваш відгук!
