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Topics#Reports & DashboardsFrage von Jeanette Appiah
Jeanette Appiah (dentsu) fragte in #Reports & Dashboards
23. Juli 2020, 12:09

How can I report on cross-sells on reports?

I am looking for an expression on Salesforce which looks at multiple products on an opportunity which is linked to each agency but is sold by 1 agency.

 

So I've entered the following expression:

 

Filter By: Selling Agency = Agency 1 AND Delivering Agency = Agency 1, 2, 3, 4

 

this isn't coming up with any results. How can I ask to show the multiple agencies that have been linked to those opportunity products which include Agency 1 to show in the report?
3 Antworten
  1. Ines Garcia (get: Agile)
    23. Juli 2020, 12:17
    Hi Jeanette,

     

    Not sure if I fully picture the report. But how about if you break the second part with OR

     

    Filter By: Selling Agency = Agency 1 AND

     

    (Delivering Agency = Agency 1, 

     

    OR Delivering Agency = Agency 2,

     

    OR Delivering Agency = Agency 3,

     

    OR Delivering Agency = Agency 4)
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