Next hurdle: SolarBot High-Case Candidates,
Requirements
Gabriela has asked for a SolarBot High-Case Candidates
report showing the account phone number, case subject, and open or closed status, organized by account, for all accounts that don’t have any SolarBots.
- Simplify the report by showing the phone only once for each account. à Completed.
- To help the Sales team see which customers are the best candidates for a SolarBot sale, prioritize the list by the highest number of cases. Unsure as to how to do this & could use assistance!
- Maria added the roll-up summary field Number of SolarBots on the Account object which shows how many SolarBots each account has.
I’ve followed the necessary resources in terms of adding the Outline & Filters as per the screenshot below (
Account Name, Account Phone, Priority, as well as the #.Number of SolarBots and Number of Solarbots equals 0)
Any, all issistance is welcome and appreciated. Thank you.
76 件の回答
I've managed to answer my own question with a link I found. I hope this helps you along as well:
http://www.alwaysablezard.com/salesforce/trailhead/trailhead-superbadges/tips-for-passing-the-lightning-experience-reports-dashboards-specialist-superbadge/
