We have an account owner on an account who gets the deal. From there they have a "customer service rep" who manages reorders. I want to create a report that can be used for all the customer service reps. It should act just like the my accounts option but I don't know how to filter by the running user on a different field to only display accounts they are the customer service rep on.
Thanks,
Braden
3 answers
Hi Braden,
best way to accomplish this is by creating a checkbox formula field which will return true if the current user is the user listed uder customer service rep field and then filter the report where formula field equals true.
Create a formula field on Account Object
Label the field something like My Customer service Accountformula return type: checkbox and formula will be
$User.Id = Customer_Service_Rep__c
please use the insert field button to select the field api name of customer service rep field.
on your report, add a filter
formula field equals True
