お気に入りClint Hopson が「#Sales And Marketing」で質問2011年11月29日 22:07I would like a report on all of our broker dealershipsIs there a way to get a report that shows all of our dealerships and what clients are attached to them? This is something we are wanting to track somehow. Thank you1 件の回答並び替え日付で並び替え役に立った順で並び替え日付で並び替えJustin Torrez (WWP)2020年1月14日 22:50Hi Clint, You can do this with a Cross-filter. Create a new report with the dealerships object and add a cross filter for dealerships WITH clients. https://help.salesforce.com/articleView?id=reports_cross_filters_create.htm&type=5コメントを追加回答を記入...太字斜体下線取り消し線箇条書き番号付きリストリンクを追加コードブロック画像を挿入ファイルを添付リンク URLキャンセル保存0/9000返信
Justin Torrez (WWP)2020年1月14日 22:50Hi Clint, You can do this with a Cross-filter. Create a new report with the dealerships object and add a cross filter for dealerships WITH clients. https://help.salesforce.com/articleView?id=reports_cross_filters_create.htm&type=5