CASE functions cannot contain functions that return true or false. Instead, make true or false expressions return numbers such as: CASE (1, IF (ISPICKVAL (Term__c, "12"), 1, 0), 12 * Monthly_Commit__c, IF (ISPICKVAL (Term__c, "24"), 1, 0), 24 * Monthly_Commit__c, 0)
Full Answer
How to create a report in Salesforce classic?
Choose a Report Type in Salesforce Classic Account and Contact Reports Edit a Picklist Bucket Field Build a Report in Salesforce Classic Choose a Report Format in Salesforce Classic Edit a Bucket Column
What fields are available on Salesforce Knowledge Reports?
Fields Available on Salesforce Knowledge Reports Chat Session Reports Report on Partners Report on Relationship Groups Enable the Account Owner Report Report on File Search Activity Report on Chatter Top 100 Feed Item Views with Interaction Count...
What is Salesforce Stack Exchange?
Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up.
How do I see where a field is used?
Used to check the references to a custom field, such as in a formula or Apex class, with a click of the Where is this used? button. You can see where a field is used and where changes to the field appear before you edit it. Please refer below link for more information.
How do I run a case report in Salesforce?
0:001:49How to Create an Open Cases by Owner Report in SalesforceYouTubeStart of suggested clipEnd of suggested clipThat are open. So i'm just going to click new report. And i'm choosing a report type right so i'mMoreThat are open. So i'm just going to click new report. And i'm choosing a report type right so i'm going to be choosing. The cases type i'm going to go ahead and select all and then just type in cases.
Can you add fields to standard report types Salesforce?
You can't modify standard report types with the exception of adding new fields to the sobject and having them listed on the report type.
How do I create a report on a case object in Salesforce?
Please follow the below steps.Quick Find -> Search for Report Types.Create a new report type as below with primary object as "Case" and save the report type in your desired folder.Select the object related to primary object as "Activities" as you need all open activites related to a case in your report.More items...•
How do I make fields available for reports in Salesforce?
Fields Available for ReportsSelect the object on the right window.Click "Add Fields Related Via Lookup".Click the lookup field in the current object. You can now see the fields from the lookup object.Select the fields you would like to add and click OK.
How do I add a custom field to a report?
From the 'Fields Available for Reports' section, click Edit Layout. Drag and drop the missing fields from the Field Definition Fields section, then click Save. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.
Can you edit standard report types Salesforce?
Standard report types can't be edited, new fields are automatically added. For unrelated objects, or parent objects in lookup relationships only, a single Standard Report Type is created, named as per the object plural name.
Can you report on cases in Salesforce?
You can report on case teams in which you are a member. After you run a case report, select My case team's cases from the Show drop-down. Owner Role for case reports is defined differently than for other objects. For most objects, Owner Role is defined in the Role Name as displayed on reports field on the user's role.
How do I create a combined report in Salesforce?
Create a Joined ReportFrom the Reports tab, click New Report.Choose a report type and click Continue. ... The report opens in the report builder. ... To add another report type to the joined report, click Add Block. ... Customize the joined report with columns, groups, filters, and formulas.Click Save and name the report.More items...
How do I group data in a Salesforce report?
Add a Grouping You can also click a column menu for a field in the report and choose Group by this Field. Tip If you group your report by a date field, you can click the group menu, select Group Dates By, and specify the grouping time frame: day, week, month, quarter, year, and so forth.
How do you know if a report is standard or custom?
From Setup, enter Report Types in the Quick Find box, then click Report Types. Select Reports as your primary object....The "Report Type" field will display one of the following:The name of the Report Type chosen in the report builder.The name you previously designated (if the Report Type is Custom)A numeric value.
What is a standard report type in Salesforce?
Standard report types give you access to most Salesforce data. For example, the Opportunities report type gives you access to Opportunity records and fields in your report. If you're going to report on Opportunity Amounts or Probability or Type, then Opportunities is the report type is for you.
What is the difference between report and report type?
In Salesforce, reports are created by first selecting a report type. A report type is a template which defines the objects and fields that will be available to use in the report you create. Out of the box, Salesforce provides many useful standard report types.