Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Categorizing Data with Bucket Columns

Salesforce Certified Administrator - Lightning Experience - Part 4 • 4m 21s

Up Next in Salesforce Certified Administrator - Lightning Experience - Part 4

  • Creating Cross-Filters

    Use cross filters to include or exclude records in your report results based on related objects and their fields.

    Resource:
    Filter Across Objects with Cross Filters - https://help.salesforce.com/articleView?id=reports_cross_filters.htm&type=5

  • Creating Custom Report Types

    A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type.

    Resource:
    Create a Custom Report Type - https://help.salesforce.c...

  • Creating a Report Using a Custom Repo...

    Now that we have created a custom report type, we can now create a report that leverages it.