Hi All,
Is there a way to create a report specifically for Service Cloud Users?
We have both Service Cloud Users and Sales Cloud Users in our Salesforce org, and we would like to report on them separately. Also Some Users works in both the clouds.
Has anyone done this before or have any suggestions on how we can achieve this? I wanted to Create Reports as below :
1. Users with Service Cloud Licence.
2. Users with Sales Cloud Licence.
3. Users with both Service and Sales Cloud Licence.
Thanks in advance!
#Trailhead #Salesforce Admin #Salesforce Developer #Sales Cloud #Reports & Dashboards #Service Cloud
Hey @Nehi Pathak
, there is no direct flag for Sales Cloud users. It depends on how it is setup in your org.
You can use this generic query
SELECT Id, Name, Profile.Name
FROM User
WHERE IsActive = true
AND
Profile.UserLicense.Name= 'Salesforce'
AND UserPermissionsSupportUser = false
you can check what profiles are assigned to Sales user.
For reporting, if you dont have standard report type for user, you can create a custome report type and then run the report.
