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Topics#Reports & DashboardsAngela Wallace の質問
Angela Wallace (Dawn Foods) が「#Reports & Dashboards」で質問
2019年10月3日 18:00

How do I get the lead owner's manager into a report?

I need to run a report that also incorporates the lead owner's manager - but I cannot find this field anywhere, I can't even use a lookup related fields in creating a customer report type. Lead Owner doesn't have anything related to their manager at all.  I think I could maybe add this field into the lead itself, but I can't find any simple info on how to do that. Any help? 
5 件の回答
  1. Jared Henning (Salesforce)
    2019年10月3日 19:55
    You need to create a formula field with return type of text:

     

    You need to create a formula field with return type of text: Select Insert Field under advanced formula tab: Then select Lead > Lead Owner (User) > Manager > FirstName You can do the same for Manager

     

    Select Insert Field under advanced formula tab:

     

    User-added image

     

    Then select Lead > Lead Owner (User) > Manager > FirstName

     

    User-added image

     

    You can do the same for Manager > LastName and concatenate with "&." Here's what my formula looks like:

     

    User-added image

     

     
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