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Sales Cloud Shared Reports

Topic

    Madhav Reddy
    Corporate/Top level and their Base Account report for...
    Topic posted January 10, 2018 by Madhav ReddyBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Account, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Territory 
    93 Views
    Title:
    Corporate/Top level and their Base Account report for Territory
    Summary:
    Shows the Top level/Corporate Account and all its child and the Territory they belong to
    Content:

    Business Use Case:

    Sales User needs to view Top level/Corporate Account and all its child and the Territory they belong to

    How to deploy:

    1. Un-archive “Corporate Account and Base Account Report for Territory.catalog” file which has all the individual report, dashboard prompt and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    • For one or more selected Top level/Corporate Account(s) the report Shows the data for the Top Account and all its child accounts and its Territories. 
    • Please note that in the Dashboard prompt, Corporate Account prompt value has been defaulted to one particular account name. This is to avoid all the data load when the Dashboard runs. You may choose to remove the default value or change it to any desired value.
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