How to create joined reports in Salesforce Classic & Lightning

Рет қаралды 6,867

Жыл бұрын

#SalesforceJoinedReports #CreateJoinedReports #BenefitsJoinedReport #LimitationsJoinedReports #LightningJoinedReports # ClassicJoinedReports
In this Salesforce Video Tutorial, I will explain the importance of joined reports in Salesforce. The Joined reports are useful when want to analyze 2 reports at the same time.
I will also explain how to create joined reports in Salesforce Classic & Lightning with practical implementation and examples step by step.
In addition to this, here is the list of the topics that I will explain:
1. Can you combine reports in Salesforce?
2. What are joined reports in Salesforce?
3. Benefits of joined reports in Salesforce
4. When to use joined reports in Salesforce
5. Joined reports in Salesforce Limitations
6. Discuss joined report salesforce example
7. How to create joined report with common fields
++++++++++++++++++++++++++++++++++++
Check out the complete tutorial on Joined Reports in Salesforce salesforcefaqs.com/joined-rep...
++++++++++++++++++++++++++++++++++++
📺 Related Videos:
How to Mass Delete Salesforce Records: • How to Mass Delete Sal...
How to Mass Transfer Records in Salesforce: • How to Mass Transfer R...
How to Mass Update Addresses in Salesforce: • How to Mass Update Add...
How to create joined reports in Salesforce Classic & Lightning: • How to create joined r...
📺 Playlist:
Salesforce Basic Tutorials: • Salesforce Basics and ...
Salesforce Objects & Fields Management: • Salesforce Fields & Ob...
Salesforce Reports & Data Management:
• Salesforce Reports and...
Salesforce Communication & Email Template: • Salesforce Customizati...
Advance Salesforce Tutorials: • Salesforce Advanced Fe...
Salesforce Errors & Tricks: • Salesforce Errors and ...
++++++++++++++++++++++++++++++++++++
Stay tuned for more videos on Salesforce training, tips, and tricks. Don't forget to subscribe to our channel and hit the notification bell to stay updated with the latest Salesforce content.
If you have any questions or suggestions for future videos, please leave them in the comments below.
Subscribe to Our KZfaq Channel for more videos tutorials
/ @salesforcefaqs
Do Visit Our Websites
salesforcefaqs.com/
Thank you for watching and joining us on this Salesforce journey. Let's dive in and unlock the full potential of Salesforce together!
++++++++++++++++++++++++++++++++++++
#Salesforce #SalesforceFAQs #English #SalesforceQueries
#SalesforceTips #SalesforceTutorial #SalesforceTraining
#SalesforceBestPractices #CRM #SalesforceDeveloper
#SalesforceAdmin #SalesforceTipsandTricks
#SalesforceLightning #SalesforceClassic

Пікірлер: 13

@venkobaraojujaray7069 16 күн бұрын

Why is it showing other accounts when we have only 3 accounts with OPEN cases?

@borjonx Жыл бұрын

Very clear & concise - thank you so much for sharing!

@salesforcefaqs Жыл бұрын

Glad it was helpful! and keep watching our KZfaq videos!

@thinkonce127 Жыл бұрын

Thank you very much

@user-rm3nt3st7c Жыл бұрын

hi this is very helpful. Can i check how do we have this joined report feature in our SFDC ?

@salesforcefaqs 11 ай бұрын

Yes we have this joined report feature in our SFDC. You can follow these steps: Enable Enhanced Reports Create Report Types Create a Joined Report Customize and Format the Joined Report

@user-tc2fi4qn6o 9 ай бұрын

when I created a joint report and added a filter to one of them, both reports didn't match. how can I join each row from both reports to show one record in one line on the report?

@salesforcefaqs 6 ай бұрын

1. Confirm the joint report type includes the necessary objects and fields. 2. Verify that filter fields have compatible data types in both report types. 3. Double-check and adjust the filter criteria to accurately represent your requirements. 4. Confirm that fields used to join the reports have matching values. 5. If using cross-filters, ensure they are set up correctly. 6. Check if grouping or aggregation affects the matching.

@user-gu5xn2de9v 4 ай бұрын

This feels incomplete as the reports don't match when doing this. How do you get the records to align on a line - by line basis? For example like when using a SQL join ? This tutorial feels incomplete.