I need to build a dashboard which shows data assigned to the person who is viewing it. (able to achieve this)
On that dashboard, need to add custom report which fetches tasks (workflow checklists) assigned to person. who is viewing the dashboard.
Can anybody help with this.
2 件の回答
You need to create a custom report for this.
More details can be found in this article: https://help.salesforce.com/articleView?id=activities_report_on_primary_contacts.htm&type=5
