Good Morning,
I am trying to build a report of our current pipeline. The way I am doing it is by utilizing open opportunities. I can pull the address in for the account level, but my management wants to be able to see the address of the parent account/corp account in the grouping. Is there anyway to do this?
#Sales Cloud #Analytics #Trailhead #Integration #Reporting #Sales And Marketing #Pipeline Management #Sales Pipeline
3 answers
Bryan,
The last option on my photo you see is a custom formula text field, which pulls the Parent Account Name into the Account.
Try creating it and see if it shows up in your report.
Bare in mind it is not clickable, just shows the name.
Should still be usable in grouping by Parent Account :)
