*** in this example I'm testing up to a 5 Tier Account Hierarchy (Compiled size: 342 characters) ***
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, IF(NOT(ISBLANK(Parent.Name)),Parent.Name, Name)))))
HYPERLINK('/' + 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.Name)),Parent.Id, 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, IF(NOT(ISBLANK(Parent.Name)),Parent.Name, Name))))))
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?
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?
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
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?
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!
The preview also says there are no records, but when I run the report there are.
Please see the 2 screenshots.
Any sugestion welcome.
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 https://success.salesforce.com/answers?id=90630000000D88BAAS
Hope It Helps..!
Thanks & Regards,
can someone give another example with correct steps to do this
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
Cross-Object Formula with QC Report
Here is some good documentation for managing access to Dashboard Folders:
From the Reports tab, click the Pin next to the Dashboard Folder
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)
Ask the User(s) to try to access the Dashboard again