How do I run reports in Salesforce?
Available in: both Salesforce Classic ( not available in all orgs ) and Lightning Experience Available in: Essentials, Group, Professional , Enterprise, Performance, Unlimited, and Developer Editions To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name.
What is an affiliation in Salesforce?
An affiliation is a Salesforce object that links contacts with organizations. It’s similar to Salesforce relationships, the difference being that a relationship is formed between two contacts and an affiliation is formed between a contact and an organization.
What is the best way to reference linked records in Salesforce?
We’ve quite often run into these Salesforce reporting issues ourselves here at StarrData and with our clients, so we thought we would share our solution and ideas with the broader community. By creating a Cross-Object Formula field, you can reference linked records up to 10 levels away.
Can a Salesforce account have multiple parent and Child Records?
This picture shows a multi-level hierarchy with multiple parent and child records in the chain. A Salesforce user could access Accounts with multiple parent-child Account combinations in the list.
How do I report related contacts in Salesforce?
Report on Contacts Related to ActivitiesClick the Reports tab.Click New Report.In the Activities section, select Activities with Contacts.Click Continue (Lightning Experience) or Create (Salesforce Classic).From the Fields list, drag and drop at least 1 Contact field onto the report.More items...
How do I create a report of all contacts in Salesforce?
1:518:57How To Build A Salesforce Contact Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo my first step is to save it my second step is to go into the filters. Section each report hasMoreSo my first step is to save it my second step is to go into the filters. Section each report has three sections the filter section the preview section and the filled section.
Can you report on leads and contacts in Salesforce?
Oh wait – you can't! There is no report for just the Contacts object, only Contacts & Accounts, or Contacts & something else!
How do I run a report of accounts in Salesforce?
To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. If you're already viewing a report, click Run Report to run it.
How do I pull a contact list from Salesforce?
Export Contacts and their detailsClick the Reports tab, then click New Report.Select the folder where you saved your new report type, then select your new report type.Click Create.In the "Show" field, select All Contacts.Delete the dates listed in the "From" and "To" fields.More items...
How do I export a contact list from Salesforce to excel?
Click the “Account Type” drop-down box, and then click the contacts to export. For example, click “Accounts & Contacts” to export all contact data for accounts. Click “Leads” to export contact information for leads.
What is the difference between contacts and leads in Salesforce?
In Salesforce, a lead is an individual or company that might be interested in what you sell. A contact is a lead that has been qualified as a potential purchaser. Leads can be converted into contacts, accounts (with multiple contacts), or opportunities (deals pending).
How do I run a lead report in Salesforce?
Click the ( + ) sign next to the Leads folder....Click the Reports tab.Click New Report.Click on Lead.Select the Leads with converted lead information report type.Click Continue.If desired, add additional fields from the subtab Outline.Switch the subtab to Filters.Select field filters.More items...
How do I run a report in Salesforce campaign?
From the Reports tab, click New Report. 2. Select the report type Campaigns with Contacts with Activities, then click Create.
How do I pull up a report in Salesforce?
Most reports run automatically when you click the name.Click the Reports tab.Find the report you want to run and click the report name. If you're already viewing a report, click Run Report to run it.
How do I pull a report in Salesforce?
Follow these steps to extract your Salesforce reports.Step 1: Create and Export the Accounts Report.Step 2: Create and Export the Users Report.Step 3: Create and Export the Account Teams Report.
How do I create a summary report in Salesforce?
How to Create a Summary Report in SalesforceCustomize any tabular report to make it into a summary report.Click the arrow to the right of the column you want to group by.Select Group by this Field. Salesforce groups the records in the report.Repeat Steps 1-3 to group by additional fields, if desired.
Create a Relationships with Contact Report
Carl will use EDA’s Relationships with Contact standard report type. This report type shows him contact relationships, so that he can mine the rich network of connections among his students’ parents.
Add a Joined Report with Program Enrollment Information
Now that Carl has data about the parents who work for Secure-IT, he’s ready to look for students enrolled in the STEM Career Pathways program with a September 1, 2020 start date who are eligible to attend this career event.
Create Filters for Start Date and Program
Carl is almost there. This career event is specifically for students who are just beginning the STEM Career Pathways after-school program in September 2020. His last task is to filter for students enrolled in the STEM Career Pathways program with a September start date to make sure that only those students are invited to the event.
Types of Salesforce Reports
There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How to Create a Salesforce Report
To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.
Report Charts
While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.
Salesforce Report Features
While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:
Scheduling a Salesforce Report
In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.
Salesforce Custom Report Types
In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.
Create Your First Report!
Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:
Learning Objectives
Organization Accounts in NPSP
- Organization accounts let you group individual contacts together to represent an agency, company, team, institution, division, cadre, crew, squad, and any other collection of people. (Except a household. There are household accounts for that.) As a nonprofit, you might want to create an organization account for a foundation that supports your nonprofit, partner agencies, …
Create An Organization Account
- No More Homelessness (NMH) recently established a relationship with a corporate philanthropy team at Cloud Kicks, a sneaker company that designs personalized sneakers for its customers. The philanthropy team is interested in partnering with NMH to start a donation program, and employees at the regional office are also interested in volunteering together at NMH. Anthony, th…
Create Affiliations
- So what about creating that affiliation? No problem. As the Program Director at NMH, Gordon Chu has been managing the relationship with Erica, so he’s going to take care of creating the affiliation. He can do it from an account or contact record. Whichever place he goes to create an affiliation, the object fields are the same and should be intuitive, but he needs to be careful with …
Resources
- Documentation: Nonprofit Success Pack (NPSP) Documentation
- Documentation:Add and Manage Organization Accounts
- Video:NPSP How-To Series: Organizational Primary Contact
Learning Objectives
Relationships and Affiliations—A Quick Review
- EDA stores information about contacts and their relationships with other contacts and accounts. In the EDA account model, two custom objects work in conjunction with your contacts. 1. Relationships track connections between contacts 2. Affiliations track connections between contacts and other accounts To take a deeper dive into relationships and affiliations, check out t…
Create A Relationships with Contact Report
- Carl will use EDA’s Relationships with Contact standard report type. This report type shows him contact relationships, so that he can mine the rich network of connections among his students’ parents. 1. Click the Reports tab. (If you don’t see the Reports tab, go to the App Launcher () then search for and select Reports.) 2. Click New Report. 3. Se...
Add A Joined Report with Program Enrollment Information
- Now that Carl has data about the parents who work for Secure-IT, he’s ready to look for students enrolled in the STEM Career Pathways program with a September 1, 2020 start date who are eligible to attend this career event. 1. Click the dropdown arrow next to Report and select Joined Report. 2. Click Apply. 3. In the joined report view, click Add Block. 4. Search for and select the P…
Create Filters For Start Date and Program
- Carl is almost there. This career event is specifically for students who are just beginning the STEM Career Pathways after-school program in September 2020. His last task is to filter for students enrolled in the STEM Career Pathways program with a September start date to make sure that only those students are invited to the event. 1. Add a filter for Start Date. 1.1. In the Ad…
Resources
- Trailhead: Education Data Architecture Basics
- Trailhead:EDA Data Management
- Trailhead: Reports & Dashboards for Lightning Experience