Create a Contact Report in Salesforce | How to tutorial

Create a Contact Report in Salesforce | How to tutorial | Salesforce Reporting

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Күн бұрын

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Пікірлер: 10

@salesforceemily 2 жыл бұрын

Not the Tutorial you're looking for? Comment which one you anre and I will add it to my list!

@mayureshsant8337 6 ай бұрын

I want to create aging report

@time4sanity 2 жыл бұрын

New user...was looking for a simple report tutorial. Very helpful! Used this as my guide for my first simple contact report....WORKED LIKE A CHARM!! Didn't realize I could then export to an excel spreadsheet as well. Very cool! Thanks again! Yes, liked and subscribed!

@salesforceemily 2 жыл бұрын

So glad you found it useful Judi! My goal is to create super easy and useful videos for people to find just when they need it!

@rahuljayshree4998 2 жыл бұрын

Nicely Explained ❤️

@citizenca Жыл бұрын

Thank you for the video! Is there a way to list Contacts based on a value in Accounts?

@trishVinaykumar 2 жыл бұрын

can you show a sales dashboard? what kind of reports it would consist?

@karinkirkland1795 Жыл бұрын

How do you filter on 'Active' Contacts?

@wendycoin999 2 жыл бұрын

How do you take that report then email the contacts?

@salesforceemily 2 жыл бұрын

Hey! I have a video coming out 6am MST on this exact thing tomorrow. But here's the written steps. When viewing the report (not the edit mode) go to the carrot in the top right corner. There will be a list of actions. Click "Add to Campaign" add the list to it's own campaign. Go to the campaign. From the related tab of that campaign go to campaign members. You should see the list you added. There will be a carrot on that campaign members related list. Click it, you'll see a bunch of actions. One of those actions will be to send a list email. Click it and compose your email.