Ep 10 - How To Dynamically Filter Salesforce Reports via URL Parameters - LSS By Algoworks

How To Filter Salesforce Reports via URL Parameters

An easy way - dd dynamic report filters to an opportunity report URL and links to it from a custom button on the Accounts tab. Then, with the press of a button, sales reps get Opportunity reports for whichever account they want!

Dynamic Report Charts & Customer 360 View in Salesforce -    • Ep 11 - Dynamic Report Charts & Custo...  

Binge-watch all the tutorials on Salesforce here:    • Learn Salesforce Series  

In this video, the following points will be covered -

1. Introduction
Get a brief introduction about filtered reports.

2. Configuring the base report
Learn how to configure the base report.

3. Configuring the Link or Button
Get to know how to create a link or button with a report URL.

4. Navigating to the prefiltered report
Adding the link to the layout and navigating to the report.

Thanks for Watching!

For any consultation, development, customization, testing, or support on anything Salesforce, do contact us at https://algoworks.com/contact-us

Visit us at - https://www.algoworks.com/

Salesforce - https://www.algoworks.com/salesforce

Appexchange - https://appexchange.salesforce.com/ap...

LinkedIn -   / algoworks  

Facebook -   / algoworkstech  

Instagram -   / algoworks  

Twitter -   / algoworks  


#salesforcefilters #salesforcereports #filterreports #url #parameters
#salesforce #salesforcevideo #tutorial #sfdc #salesforcedevelopment #salesforcecloud #salesforceservices #learnsalesforceseries #learnwithalgoworks