Your problem is the last AND. The right query is: SELECT Reason, COUNT (Id) FROM Case WHERE RecordType.DeveloperName = 'Problem' AND AccountId = 'xxxx' GROUP BY Reason
Full Answer
How to set up cases in your Salesforce Org?
When setting up Cases in your Salesforce org, one of the first things you need to do is decide which service channels you are going to offer to your customers, i.e. the origin of the support requests that will turn into Salesforce Cases.
What is case in Salesforce service cloud?
Identify the most suitable Service Channels The Case object is the main object of Salesforce Service Cloud and a Case typically represents a customer’s issue, question, or feedback and its resolution process.
What are the Salesforce cases standard objects?
Salesforce standard objects come with a number of features that can be leveraged to build scalable processes in your Salesforce org. Among all the standard objects, Cases is probably the object that offers the biggest number of standard features that can be utilised.
How do I Make my data actionable in Salesforce?
Now that you’re equipped with the key elements of Salesforce reporting, you can make your data actionable by filtering, grouping, and formatting it. Stay tuned for a more in-depth look at creating reports in Salesforce.
How do I aggregate data in Salesforce?
Aggregate and Group Data to a Different GrainOn the recipe page, click the Aggregation button ( ).To change the granularity of the data, add groups. ... To view aggregated metrics for each grouping, add aggregates. ... Click Done. ... Click Save | Save Recipe.
What are aggregates in Salesforce reports?
Aggregate data in groups and summary metrics The data needs to be aggregated using groups in order to be useful and plottable in a chart. Summary metrics for different properties (e.g. Sum of Total Price, Average Probability) can be added in addition to the record count for each group (number of records in the group).
How do I summarize a report in Salesforce?
Summarize Report Data in Salesforce ClassicDouble-click a number field in the Fields pane.Drag a number field into the preview. Press CTRL to select multiple fields. ... Choose Summarize this Field in the column menu for a field already in the report.
What does it mean to aggregate data in a query?
An aggregate query is a method of deriving group and subgroup data by analysis of a set of individual data entries. The term is frequently used by database developers and database administrators.
What is single report?
Single-step reports are a quick way to select specific fields of data from specific objects, with any necessary metric calculations, and display them in a tabular or chart format. Such a report is created for a particular base object, and may include fields from multiple objects, i.e., they are cross-object reports.
How do you summarize report data?
Summarize Report DataCreate an opportunity report. ... To open the Filters pane, click Filters.Click the Close Date filter, set the Range to All Time, and click Apply.Group the report by Stage. ... In the preview pane, find the Amount field and click. ... Click. ... Click Save & Run.Name the report Opportunities by Stage.More items...
How do I create a summary formula in Salesforce?
Double-click Add Formula in the Fields pane.In the Custom Summary Formula dialog, under Functions, select Summary .Select PARENTGROUPVAL or PREVGROUPVAL .Select the grouping level and click Insert.Define the formula, including where to display the formula.Click OK.
How do I use Prevgroupval?
Using the PREVGROUPVAL() function in Summary report Let's create a Summary report: Use the Opportunity report type. Group by Stage and Close Date (Group Dates by Calendar Month). Add the summary formula and name it Prev Month Won with this formula: PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE).
Which is an example of aggregate data?
For example, information about whether individual students graduated from high school can be aggregated—that is, compiled and summarized—into a single graduation rate for a graduating class or school, and annual school graduation rates can then be aggregated into graduation rates for districts, states, and countries.
How is data aggregation done?
Data aggregators work by combining atomic data from multiple sources, processing the data for new insights and presenting the aggregate data in a summary view. Furthermore, data aggregators usually provide the ability to track data lineage and can trace back to the underlying atomic data that was aggregated.
How do you do aggregate query?
Sum data by using a Total row. You can add a Total row to a query by opening your query in Datasheet view, adding the row, and then selecting the aggregate function that you want to use, such as Sum, Min, Max, or Avg.
How does grouping work in Salesforce?
Grouping tells Salesforce to look through your records and collect them together based on a particular property.
What is Salesforce account?
Your Salesforce account offers a wealth of data. Behind the scenes it’s just a database containing information about your leads, accounts, opportunities etc. But getting that data into a useful format to answer important business questions requires some manipulation. Reporting is what makes your data useful.
What format does Salesforce display records in?
By default, Salesforce displays the records for this object in a simple table format (more on Salesforce reporting formats below). The opportunities report we just created will look something like the example below.
How to change granularity for other values?
To change granularity for other values (such as dollar amount) you need to use Bucketing. If you’re interested in deal size for instance, rather than grouping by individual values like $5491, $5550, $5553 you might want to bucket these into <$5000, $5000 - $10,000 and >$10,000
What is joined report format?
The joined format allows more complex reports to be created (i.e. reports that require information from more than one type of object). When setting up a joined report, identify the common column (e.g. AccountID) on which you wish to join the reports. This joining column acts as a key. Joined reports warrant a whole article in themselves!
What is filtering in a report?
Filtering allows you to control what records are pulled back in the report. In our simple case the only filter we need to apply is to limit the report to show only opportunities created by the West Coast US Sales team. We might also want to restrict the report to this month’s data. Again we’d use a filter to do this.
Why hide the details in a report?
By hiding the details in the report, the individual records are removed and it’s easier to see the underlying data that’s powering the chart.
What is Salesforce case?
The Case object is the main object of Salesforce Service Cloud and a Case typically represents a customer’s issue, question, or feedback and its resolution process. Therefore, its main purpose is to store information related to each issue, question or feedback from a customer: the time taken to solve it, the support agent who dealt with it on behalf of the company, the person representing the customer who has contacted you, and the different activities needed to solve the request.
What do you need to do when setting up Salesforce cases?
When setting up Cases in your Salesforce org, one of the first things you need to do is decide which service channels you are going to offer to your customers, i.e. the origin of the support requests that will turn into Salesforce Cases.
What is Salesforce screen flow?
One of the most interesting productivity features is Screen Flows for Customer Service. Screen Flows allow you to collect information from Salesforce users through a set of screens; for instance, you can create a set of guided steps for your service agents to follow when solving a certain type of support issue that has a specific resolution procedure.
How to give Salesforce customers access to Salesforce?
By setting up a Community (Experience Cloud) you can give your customers restricted access to your Salesforce org, allowing them to take certain actions directly on the platform. For instance, you can allow them to create Cases, with the required fields and validation rules you want to enforce, and track their status along the support process. Letting your customers log and track support requests will help service agents get the data they need from the beginning, decreasing Case resolution time, and reducing the likelihood that customers contact you again inquiring about the status of their support request.
What is Omni Channel in Salesforce?
If you are planning on setting up several service channels in your Salesforce org, or if your support agents have different skills like in the above-mentioned scenarios, Omni-Channel is the best solution to ensure Cases are routed to the right agent. You can configure Omni-Channel to route Cases based on Queues or Skills, taking into account the number and type of Cases assigned to every agent and their availability.
What is standard functionality in Salesforce?
In general, you should always use them before resorting to custom functionalities; however , there will be many times in which standard features will not be enough to build a process you need for your business and , in those cases, you should, of course, resort to custom solutions.
What are the factors that determine a customer's preference for a service channel?
Customers expect you to be available on their preferred channel; however, deciding which service channels you are going to make available is not an easy decision, as there are a number of factors to be taken into account, such as company budget, sales volume, type of products/services sold, type of customers (existence of more than one segment), the most common reasons for customers to contact you and so on.
Create Case Queues
Create Product Support Tier 1 and Product Support Tier 2 queues so product support cases can be routed to one of these queues based on case criteria and how long the case has been open.
Create a Case Assignment Rule
So, now you have case queues set up and ready to handle different types of cases as they are created. Next, create and activate a standard case assignment rule to assign cases to the correct team members. This is how cases get sent to specific case queues, like the ones you just created.
Test the Case Assignment Rule
You want to make sure the assignment rules work for Ursa Major Solar by creating a case.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is Salesforce case number?
In Salesforce, every Case has a unique CaseNumber that is set by the system when the Case is created. The content is an autonumber with a display format, such as {00000000}. This display format can be modified by the system administrator.
What is the case number of case #144?
For example Case #144 will have a CaseNumber = 00000144. Case #12345678 will have CaseNumber = 12345678.
How many fields can you have in a row in Salesforce?
There are some restrictions when it comes to Row-Level formulas, including that you can only have one on a report at a time, and reference a maximum of 3 fields in the formula. To learn more about the restrictions check out the Salesforce documentation.
What are the two types of formulas in Salesforce?
In the Lightning Report Builder, Salesforce provides two different formula types: Summary Formulas and Row-Level Formulas. They sound similar, but have distinct differences between them! Formulas can be used in reports for grouping records, calculations, or to compare data within a record.
What is summary formula?
Formulas can be used in reports for grouping records, calculations, or to compare data within a record. Summary Formulas go across multiple records, while Row-Level Formulas go across a single record. Summary Formulas can be thought of as the column-based formula where the formula would occur at the bottom of a column, ...
Can you solve a row level formula without creating a new field?
With Row-Level formulas , you can now solve this instantly without creating a new field on the Account.