Team Reporting – Combining 2 Subject Areas

Building a report based on 1 subject area is sometimes just not enough as important information cannot be retrieved through it.

Sales Cloud has some special subject areas that can be added to the main subject area of your report.  These allow to display additional information, or build filters otherwise impossible like in the example I built in this video: My Team’s Open Opportunities.

You can download the report here: My Team’s Open Opportunities

And here is a link to a post that described how to add the catalog file to your Sales Cloud instance.

 

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