Скачать или смотреть How to Create NEW Salesforce Custom Report Types + Examples

A massive thank you to this video's sponsor: Salesforce! 👏

Find out how to get stuck in with Salesforce Foundations to give your customers the best of the platform for FREE with this great demo here: https://www.salesforceben.com/foundat...

Custom report types enable you to create reports that go beyond the standard Salesforce-provided ones. You can think of a Salesforce report type as a template/framework that tells Salesforce which objects and relationships to consider, and therefore which fields to make available for selection in the report builder – like a magnifying glass on your whole Salesforce data model.

In this video, Andreea takes you through how you can create a Custom Report Type, add fields from either the same object or related ones, and create sections to group your fields, all within the NEW Setup page available starting with the Spring ‘25 Salesforce release.

Prefer reading? Check out the full post here:

Follow us on our socials! 📱

LinkedIn:   / saleforceben  
Facebook:   / salesforceben  
Twitter:   / salesforceben  

#salesforce #salesforceadmin #salesforcedeveloper #salesforcecareer #salesforcetraining #salesforcereport #salesforcerelease #crm #report