CRM & sales ops21 categories
Pick the right Salesforce report type
A Salesforce report that will not show the field you need, because the report type cannot reach it.
For the question below, work out how to report on it in Salesforce. Give: the report type to use, whether a standard one covers it or a custom report type is needed, the primary object and which related objects must be included, and whether related records are required or optional (with/without). Explain what the with/without choice does to the row count, since that is where these reports usually go wrong. If it needs a joined report, a summary formula, or falls outside reports entirely, say so. Question:
Making it yours
- Paste your own material where the prompt asks for it. Everything above that line is instruction, not content.
- Delete any rule that does not apply to you. A shorter prompt that fits beats a thorough one that does not.
- If the answer comes back vague, add a line saying what you do not want. Constraints work better than encouragement.
Reports and forecasting. Turning a question about the business into a report, a query, or a number you can defend.
Related prompts
Write the SOQL for this questionA Salesforce question you can describe in a sentence but not write as a query.Turn this question into a report specSomeone asked for a dashboard and described a feeling rather than a metric.Stress-test this forecastA committed number you have to defend at the end of the week.Pin down what this metric actually meansWhen two teams report different numbers for the same thing and both are right.Build this as a HubSpot reportKnowing the number you want and not which HubSpot report type produces it.Work out retention from this customer exportRenewal and churn data in a spreadsheet, and a question about whether it is getting worse.
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