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22 gen 2018, 15:32

How do I report on Files uploaded to an Opportunity record?

I'm assuming I require a custom report type, but what objects are needed to join in the custom report type? The objective is to create reports that list the Opportunity Name, User information, and File uploaded.

12 risposte

Kshitij Tahiliani (ABSYZ)
23 gen 2018, 18:06
Hi Suzanne,

Currently, Salesforce does not offer a capability to report on files related to any object.

You can upvote this idea which addresses your requirement: https://success.salesforce.com/ideaView?id=08730000000DmKSAA0

Cheers!

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