-
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
Which Steps To Follow to Level up your Salesforce DevOps Maturity?
It is high-time that tech companies transform themselves digitally. This can be done only when companies adopt leading cloud platforms that are present in the…
Forceea: The Enterprise Data Factory We've Been Waiting For | Salesforce
Introduction Everybody needs testing records of SObjects: Developers need testing data for their unit tests. Testers need data for testing. Administrators and architects need data…
Sinergify: Tailor Your Unique Business Needs into Salesforce and Jira Integration
Most businesses will agree that it is imperative to go the extra mile to deliver a personalized experience to their customers. But why is personalization…
Popular Salesforce Videos
Business Days in Salesforce CRM Analytics (Tableau CRM)
It's common for businesses to want to take business days into account when showing data on a dashboard in CRM Analytics (formerly Tableau CRM) to…
Break up Salesforce Record Detail into Tabs | Salesforce Lightning Page Layouts
In this video, Signiforce briefs about how to create an Action with a subset of fields from your object and then add this action to…
5 Strategies to Get a Salesforce Job with No Experience
If you have questions like how to jump start your Salesforce career as a freshers? Or what should be your approach to start Salesforce career?…