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Greg Lopata (ABB) a posé une question dans #Sales Cloud

On Opportunity reports, I love the standard SFDC functionality whereby I can filter the report by role hierarchy.  However, this functionality doesn't seem to exist on Account reports.

 

Is there a practical way for me to filter an Accounts report by owner role hierarchy?

 Thanks,

Greg

 

#Sales Cloud

2 réponses
  1. 6 oct. 2021, 13:54

    @Gauri Jahagirdar thanks for the reply, but both of your links seem to indicate that this functionality isn't available for report on the Account object, which is what I need.

     

    Any other ideas?

     

    Thanks,

    Greg

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