Skip to main content
I have customers with multiple office locations.  Each location has an entry in Salesforce.  How do I pull all of this information, along with what products each location has from me, together in one easily accessable report?
1 respuesta
  1. 1 dic 2011, 1:19
    Have you associated these together by using Parent Account to a top level account for these multiple locations?  If so, you can create a report, and filter it based on Parent Account equals (the parent account name).
0/9000