-
How to create a report in Salesforce which will achieve following goals?
Hi all. I'm a SF admin but only because no one else in my organization is. I'm not a developer. I would like to create a report which will:
- Generate itself daily at a scheduled time, say 8:00am, my time.
- Randomly select 10 accounts with contact name, phone number, all notes associated with the account.
- Will not select any account more than once until all accounts have been reported.
- The account must be a prospect, not a customer.
- The account must not have recorded any activity within the previous 60 days.
- Keep track of the dates & accounts reported.
The goal here is to keep up with prospects regularly but not too often. The challenge is to get the date reporting correct. For example, if the report shows Acme, Inc today & Acme, Inc. was created 61 days ago then I shouldn't see Acme, Inc. again until all of the accounts which meet the criteria have been reported to me.
Thanks for your ideas in advance.
Steve?
Log In to reply.
Popular Salesforce Blogs
DataLoader in Salesforce - An Introduction
Information Loader is a customer application for the mass import or fare of information. Use it to embed, update, erase, or send out Salesforce records. …
How To Set Up Your Company in Salesforce
Use the corporate Information page in Setup to trace what’s important about your company’s organization in Salesforce. you'll also manage your licenses and entitlements. This…
Top Secrets to Master Salesforce to Increase Business Growth
There are various advantages of using Salesforce for your business. It helps you grow significantly; for desired output, we suggest you take help from certified…
Popular Salesforce Videos
Gantt Charts in Salesforce Lightning | Salesforce Tutorials
In this video, you will learn to implement the Gantt Chart in your Salesforce org. We will use Google Gantt Chart scripts and we will…
Why Are Some of The World’s Biggest Brands Transitioning Towards Headless? | Salesforce
With the advancement of headless architecture, consumers can now enjoy an omnichannel shopping experience. But that's not all that headless commerce has to offer. Leading…
Escalation Rule in Salesforce
In this video, Shrey is not only teaching but also demonstrating Escalation Rule in Salesforce. 1. What are Escalation Rules in Salesforce? 2. What is…