Create a Report in Salesforce
Next, let’s create a report in Salesforce that we can export to Quip. We can create a simple report using the data that’s already in your Trailhead Playground.
If you clicked Back after updating the page layout, you should be back on the Sales app in your Trailhead Playground. If not, click to launch the App Launcher and select Sales under All Apps.
- Click Reports.
- Click New Report.
- In the search box, enter
Leadsand select Leads from the list of matches.
- Click continue. You are taken to the Report Builder page.
- In the Filters section, click the Range filter for the Date field, and select All Time. Click Apply.
- Click Save & Run.
- Enter the report name
Leads by Sourceand the Report Unique Name
Leads_by_Sourceand click Save.
Good job. Now we have a report we can use to integrate with Quip. We do that in the next step.