Chad Estes - 6 months ago
We are also in need of a solution for this problem as well. Our use case involves tracking a multi-select picklist for our implementation team to characterize reasons for escalations with our onboarding projects. We want to identify and report against the trends but it's hard to do today, because when something is escalated is commonly because of multiple reasons. Forcing our project managers to select only the "primary concern" is not ideal and may mask some trends because we force them to pick just one only to get better reporting.
This escalations concept is something we have in our full team dashboard and it's not nearly as useful as it should be without this component. And exporting and running a pivot table means it's extra work outside of the system and not real time.
We'd REALLY REALLY love to have this delivered so we can continue to use Salesforce not only as a CRM but a system of record for context into WHY things are happen. That's super helpful for key business decisions.
Anusha Surepeddi - 7 months ago
Hi all - we're still tracking this idea, which would take multiple release to work on. We have instead been focusing on other report and dashboard features, including the ones you've helped us prioritize like row level formulas and field to field filtering. We'll continue to consider this as we evolve our roadmap.
Liz Henderson - 7 months ago
Please add this feature, this feels like a really, REALLY basic necessary function of reporting from any database! Who would honestly want to see the combinations of these things? If I want to compare the numbers of employers in each industry that we have, it's literally impossible without using workarounds. The official salesforce help literally suggests using EXCEL as a workaround lol