A Beginner’s Guide to Building Reports in Salesforce: Part 3 – Add Filters — Girl Meet Salesforce


Now that your report looks good, it’s time to get the right data. 1. Click on “Filters” in the left-hand pane. 2. Select the users or roles you want to see in the Show Me filter.Show Me is where you pick whose records you want to see. You can select only records you own, all […]

via A Beginner’s Guide to Building Reports in Salesforce: Part 3 – Add Filters — Girl Meet Salesforce