-
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
URL Hacking in Salesforce - Episode 2
HEY!!! Welcome back, previously in URL Hacking Episode 1, We saw what URL hacking is all about and how to get the field id’s for…
How to call Apex Method from Flow and Vice – Versa? | Salesforce Apex
Spring '23 features that align with your core admin responsibilities. Release Highlights for Admins Salesforce Admins drive innovation with four core responsibilities: User Management, Data…
Salesforce Awesome Admin Tips for Productivity | Salesforce Admin
It’s no secret that Salesforce continually ranks as one of the highest recommended cloud-based software management platforms. It has proven to be an incredibly robust…
Popular Salesforce Videos
How To Create a Dashboard in Salesforce CRM Analytics (Tableau CRM) From Scratch | Part 1 - Dataset
Salesforce CRM Analytics (formerly Tableau CRM) is a powerful tool for data analysis and visualization. The foundation of any CRM Analytics dashboard is a dataset.…
Salesforce Marketing Cloud Automation Studio
Automation Studio is a Marketing Cloud application used to execute multi-step marketing and data management activities on an immediate, triggered, or scheduled basis. Use Automation…
5 Benefits of Integrating Mulesoft Into Your Business | Salesforce Integration
The MuleSoft integration solution has provided visionaries throughout the world with the power to connect all their data, systems, and devices seamlessly. Swipe to know…