Create a Simple Custom Report
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In this video, I show you how to Create a Simple Custom Report.
Salesforce Reports give you access to data inside of Salesforce.
You can look at your Salesforce data in tons of combinations, and you can show it in an easy-to-understand way, and share the results with people who need to see it.
According to Salesforce Documentation:
"As you prepare to report on your Salesforce data, keep these tips in mind:
Well-designed reports run faster.
Before building your report, consider writing down each of the questions your report must answer. This way, your report is sure to return all the data you need.
Reports are shared via folders. Whoever has permission to the folder your report is saved in also has access to your report. Ensure that you save your report in an appropriate folder."
Here's the link to documentation on Salesforce Reports:
https://help.salesforce.com/articleVi...
If you have any other questions, leave a comment below or email me at [email protected]!
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