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Greg Lopata (ABB) 님이 #Sales Cloud에 질문했습니다

On Opportunity reports, I love the standard SFDC functionality whereby I can filter the report by role hierarchy.  However, this functionality doesn't seem to exist on Account reports.

 

Is there a practical way for me to filter an Accounts report by owner role hierarchy?

 Thanks,

Greg

 

#Sales Cloud

답변 2개
  1. 2021년 10월 6일 오후 1:54

    @Gauri Jahagirdar thanks for the reply, but both of your links seem to indicate that this functionality isn't available for report on the Account object, which is what I need.

     

    Any other ideas?

     

    Thanks,

    Greg

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