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I would like to create a field that counts the number of wins for each user in the user detail/profile section.  Is this possible?
2 件の回答
  1. 2019年11月8日 2:09

    No custom code or custom development is required here.

     

    If you are still in Classic just build a report showing all Opportunitites won for that user.

     

    If you are using Lightning, you can use a far more powerful option by creating a universal report which is dynamically filtered for each user and placed on their user landing page  

     

    Create a custom Report Type where the primary object is User and the secondary object is Opportunity (Opportunity Owner). 

    Then build a report dispaying whichever columns you want to see. Do not include any filters for Opportunity Owner. 

    Make sure your report has a summary report chart displayed in whatever way you want to see the values. 

    Go to the user landing page in Lightning (their Chatter profile page) and edit the Lightning page layout. 

    Include a Report Chart component on the page. Select the report you created above. Apply a filter on this report chart component where FILTER BY says USER ID. 

     

    BOOM. You're done. 
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