I actually just implemented this for my own org, it is not built in functionality but can be built with a workflow rule. Create a new number field Close Date Changes.
Create a workflow that fires everytime an opportunity is created or edited. The formula for the workflow criteria should be:
The workflow rule should run a field update that changes the Close Date Changes field to a value of Close_Date_Changes__c + 1.
This will only work going forward but you can get historical data in there using some excel manipulation.
1. Make a salesforce report using the Opportunity Field History report type.
2. Add a filter that says Field / Event = Close Date
3. Really the only field that needs to be on this report is Opportunity ID.
4. Export this report to excel.
(I am going to assume Opportunity ID is in Column A for the excel formula)
5. Cell B2 put an excel formula =COUNTIF(A:A,A2) then fill this formula all the way down.(This represents the number of close date changes for each Opportunity ID)
6. If you want it nice and clean, copy and paste the VALUES(not the formula) from column B into column C then using the excel remove duplicates functionality remove duplicates on column A.(this step isnt needed, just cuts down on the number of update calls from the data loader)
7. Use the data loader to update all the opportunities in this excel mapping Opportunity Id to Id and column C to the Close Date Changes field we made.
You should have a contact report type called "Contact History" by default if you are have field history tracking turned on. Keep in mind that turning it on only tracks changes moving forward, so if you just activated it, you won't see past changes.
Get your filters and summaries right and you should be good to go.
Im new at this and i wanted to create a stack bar graph with a line chart as a cumulative grand total. I cant seem to figure this out.
I have a cross-filter report created to pull this information back, but it's still not pulling every account that hasn't seen any activity in the past 90 days.
What I am doing wrong here?
Thanks for the help!
does anybody know how to edit the columns for report's home layout in Lighning Experience (table which appears when select report tab)? I'd like to add "last modified date". In the classic view, I can add/drop columns easily...
Because of "reports" are no object, I cannot change view by using "objects and fields" menu.
Thanks a lot!
On some Dashboards I can add the filter based on the Case field, 'Created by Team' so that the managers can for example, view and filter the dashboard to view only information on the South Team.
But on some dashboards this field 'Created by Team' does not appear as an option when I try to add it as a Dashboard filter. Would you know what is causing this?
I want to create a report that shows how many leads have been assigned to various sales reps in a range of various time ranges.
1. Go to the report tab.
2. Select Lead to create report.
3. Add filter criteria on created date of lead with date ranges
4. Add filter criteria on Lead owner field to add the sales reps
5. Select report type as Summary report and drop Lead owner field to see count of lead assigned to him/her
Let me know if this helps you.
I want not only the date, but the time of creation to show up in a report on a custom object. I would like to capture records created today (or 1 day) and sort them by time of creation.
It does appear to be sorting based on time of creation, but the only evidence of this is if we open the record and check. How can I get it to show up in the report?
The report module does not allow you to create a filter to dynamically compare two values from the result set. You could create a custom formula field on the opportunity that compared the Opportunity owner to the Account owner and sets the status to Yes or No based on the results. Once created, you could build a filter in a report that looked at this new field and returned a list of records matching the Yes or No value as needed.