Wednesday, September 26, 2018

Ability to display the Sales rep name per row under a specific sales Role in a Opportunity saved search

1. Navigate to Reports >Saved searches > All saved searches
2. Edit the Opportunity saved search

Results tab:
Field = Formula (Text)
Formula = DECODE ({salesrep.salesrole}, 'Account Executive', {salesrep.entityid},null)
Custom Label = NAME OF ACCOUNT EXECUTIVE

Field = Formula (Text)
Formula = DECODE ({salesrep.salesrole}, 'Customer Service Rep', {salesrep.entityid},null)
Custom Label = NAME OF CUSTOMER SERVICE REP

3. Save & Run

Note: Only employees with "Primary" = checked in the Opportunity record will be displayed in the list


 

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