-
Case and related tasks in one report
Dear All,
I'm new to Salesforce and I am trying to create a report which links a task to related case (tasks created under related tab in cases). So far I have created two separated "Tasks and Events" and "Cases" reports but could not manage to have them combined and see what task is for which case on a single report. Thank you in advance.
Hamid -
0 Replies
Log In to reply.
Popular Salesforce Blogs
Set Up GIT in Visual Studio Code in macOS | Salesforce Developer Guide
Set up GIT in Visual Studio Code IF you are using Visual Studio Code, you may want to use GIt for version control. Here, we’ll…
How to Implement Sentiment Analysis in Salesforce – A Part of Artificial Intelligence
What is Sentiment Analysis: Sentiment analysis is extremely useful us to gain an overview of the public opinion behind certain topics and feedbacks. Automatically…
Salesforce Integration — Methods, Types, Patterns, and More
Data silos, decision-making delays, and collaboration issues are common in businesses where systems are not integrated properly. This not only impacts an organization's productivity but…
Popular Salesforce Videos
Salesforce Work.com New Features
Work.com includes new solutions to accelerate the private and public sector's answer to the COVID-19 pandemic, ranging from contact tracing and emergency response management to…
Create Custom App in Salesforce | Salesforce Training
Following Pointers are included in this video: 00:00:00 Agenda 00:00:36 What is Cloud Computing? 00:03:12 What is Salesforce? 00:05:21 Benefits of Cloud computing & Salesforce…
Integrate Salesforce with External System using REST API
In this video, Path to Code explains the following topics: - What is API? - Introduction to REST API - Using cURL to consume Rest…
Popular Salesforce Infographics
How Salesforce Admins Manage their Data?
No matter how long you’ve been working within Salesforce, it’s important to regularly evaluate the data management systems you have in place and review the…
9 Ways Salesforce Brings Companies and Customers Together
As the world’s #1 CRM, Salesforce brings companies and customers together. This is possible through Salesforce Customer 360. It’s an integrated, AI-powered customer relationship management…
Take a look at the future of CPQ with this infographic!
Business-to-business sales, often referred to as simply B2B, used to be much less complex. But now, there is a lot that goes into these quotes…