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Steve MolisSteve Molis 
Here's a Formula I built to create an "Ultimate Parent Account" field that you can use to create Opportunity Pipeline reports that roll up all Opportunities under the top Account in the hierarchy. 

*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***

Datatype: Formula 
Result: TEXT 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name,
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name,

Best Answer chosen by Miglena ( 
Steve MolisSteve Molis
An #AWESOME bonus tip from @Jeremiah Dohn to turn the Ultimate Parent into a Hyperlink to that Account

Datatype: Formula 
Result: TEXT 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Id, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Parent.Name)), Parent.Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Parent.Name)), Parent.Parent.Parent.Name, 
IF(NOT(ISBLANK(Parent.Parent.Name)), Parent.Parent.Name, 

Andy MansonAndy Manson 
Hello, I am trying to create a dashboard for me and my other admins to use to help us see the health of our salesforce account.  

So far I have the usual suspects, accounts that have not logged in for X months, how many accounts we have vs available licences, etc.    I would like to create report that shows how close we are to hitting our storage capacity, but I cannot find anyway to access that data from the report builder!  

Does anyone know if this is possible?
Best Answer chosen by Moderator ( 
Amber BoazAmber Boaz
I created a visualforce page that was nothing but an iFrame to the storage allocation page.  It wasn't elegant and I'm not sure how it would appear if the dashboard were emailed, but it worked for me.
Michael OttMichael Ott 
Hi all,

I have enabled historical trending for two fields in a custom object. 

Created a simple tabular report showing record name, trackable records, historical date and current date. All looking great in the preview, even colour coded, yay!

However, when I try to run report (I'm using Lightning), I get the message: " Historical trend data is unavailable in the report format requested. Change the report format to matrix and try again." 

Changing the report to matrix only shows the total record count between historical date and today (something I have no need to track), and no useful values...

Any help please?

Thank you!
Best Answer chosen by Michael Ott
rohit sfdcrohit sfdc
As you might know, Historical trend reporting with charts is supported in Lightning Experience, but tabular views of historical trend reports aren’t available.

When you create a matrix report, you can group your matrix report with record name, that way, it will show the data to you grouped by record name (not exactly looks like tabular, but this is one of choices you have now, since lightning doesnt supports tabular view of historical trends)

There is this cheatsheet, could be of use to you
Katherine RoweKatherine Rowe 

Why does it show a close date that has pushed out as green? Wouldn't it be more logical for it to be red, as that's a bad thing? For example, the close date was 9/11, but now it's 9/24, and it's shown as green.

Do I have any control over these colors?

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Best Answer chosen by Katherine Rowe
Hariharasuthan AsokanHariharasuthan Asokan
This is the only line that I see

"To change the color-coding for amount changes, click the down arrow above the Change column and click Reverse Colors."

May be you can reverse
Emily HuckabeeEmily Huckabee 

I'm not sure it is possible to do what I am asking, but it is worth a shot to ask.

I created a new custom object for Weekly Update. My reps will be creating short records to report their high and low points of the week and then submit to the Sales Director. On the new lightning record page I've added some reports so that the Sales Director can have them front and center when he views the record submitted from the Sales rep.

Currently the reports included show data from all Sales Reps and that is how they are sorted. 
What would be ideal is if only the information shown on the report when looking at the custom object record, would ONLY be for the sales rep that submitted the record.

This so when the Sales Director views a new update submitted by the rep, the record with reports included on the layout are specfic to the one rep, not the entire team.

Slightly confusing, but any solution would be greatly appreciated.
Thanks in advance! 

Best Answer chosen by Emily Huckabee
Janaid IqbalJanaid Iqbal
Hi Emily

There is no way to do this.  The report would display for everyone.  There is no way you can make it dynamic i.e for the submitted user.

Many Thanks
Elisabeth KooijmansElisabeth Kooijmans 
This is a report to track the changes to fields, I want to group the changes to this one field per month, but because I cannot get to the field when customizing, I cannot do this.

The preview also says there are no records, but when I run the report there are.

Please see the 2 screenshots.

Any sugeThe customize version not showing the Field/Event, nor the Edited DateShowing the 'grouped by' fields that I cannot see.stion welcome.
Best Answer chosen by Ed ( 
Tyler GarmanTyler Garman
This appears to be specific to filters on History reports. I've found that removing any filters I have on History Data fields will cause my summary fields to no longer be visible in the report builder. If you remove the filter, make any changes that you need to summaries, then put the filter back, your 'Run Report' should come out correctly. Not sure if this is a known issue, but hope it helps.
Lisa EgbertsLisa Egberts 
I want to create a report in Salesforce which shows the installations or Leads that have a certain campaign member status. What report type do I need to choose?
Best Answer chosen by Lisa Egberts
Paras ShahParas Shah
Hello Lisa,

I would suggest you Create a new 'Campaigns with Leads' report, update the filters to show All Campaigns and add another filter for Member Status equals Sent.  You can add additional fields to the report as needed.
Similar kind of discussion can be found here

Hope It Helps..!
Thanks & Regards,
Paras Shah
Panduka SiriwardenaPanduka Siriwardena 
I couldn't get the correct result of formula called "Power of One" in
can someone give another example with correct steps to do this
 result gain
Best Answer chosen by Panduka Siriwardena
Panduka SiriwardenaPanduka Siriwardena
Nops, I'm wrong. Playground did not messed. Actually you should create the fomula field in the object where you want to summerized the field. Now I understood the logic behind the "Power of One" formula. Anyway thank you Barry as reponding to my question.
Steve MolisSteve Molis 
Best practice tip:
Whenever you’re creating a Formula Field, Workflow Rule, Process Builder (or posting a Question about your Formula in the Answers Community), create a List View that includes all of the Fields that your Formula is evaluating side-by-side along with your Formula Field result (if it’s a Cross-Object Formula create a Report).  

Just because you clicked that Check Syntax button and you got that little green message saying “Congratulations!!!  No syntax errors in merge fields or functions. (Compiled size: 4998 characters)” doesn’t mean you’re home free. It just means you have the right combination of AND’s, OR’s, &&’s, ||’s, etc. you could still have a flaw or loophole in your Formula Logic.  

If you think getting a Syntax Error sucks, just wait’ll you have to explain to your boss why their Pipeline and Forecast Reports and Dashboards are wrong because you didn’t check the results of that shiny new Formula Field you built.
[Insert Winston Wolfe’s parable about premature self-congratulation]

Formula with QC List View
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Cross-Object Formula with QC Report
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Best Answer chosen by Steve Molis
Adam MarksAdam Marks
Steve, please make sure to mark a best answer! #keepourcommunityclean!

(that felt so ditry to type)
Best Answer chosen by Kristina Grover
Steve DoddSteve Dodd
+ Pritam

Here is some good documentation for managing access to Dashboard Folders:

From the Reports tab, click the Pin next to the Dashboard Folder

Click Share

You can grant access to a User, Roles, Roles and Subordinates or Public Groups

For Users, click the Share button next to the User who needs access

Grant the level of access they need (Viewer, Editor or Manager)

Click Done

Ask the User(s) to try to access the Dashboard again

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