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I am essentially trying to build an opportunities trend report in CRMA. I cannot find any way to use "As of Date" as my x axis in any graph I am building in CRMA which is preventing me from replicating a trends report - any advice on how I can find/use this date instead of something like "created date" or "closed date"? Is there a specific SF object I need to use? I've checked both the "opportunity" and "opportunity history" objects for "as of date" and cannot find it as an option.

1 Antwort
  1. Prabhat Mishra (Salesforce) Forum Ambassador
    11. März 2024, 07:49

    Hi @Jordan Cabral,

     

    If you are taking regular snapshots of Opportunity dataset, you can use snapshot date.

    Otherwise you can try using History Objects data joined with a calendar dataset to get week on week or month on month change.

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