Day in, day out, your sales reps ask for opportunity by account reports. You have a lot of accounts, so before you know it, you’ve made a lot of reports, and now no one can find the report they need.
There’s an easier way. Add dynamic report filters to an opportunity report URL and link 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!
One report for all, all for one report! #Salesforce #URLParameters #LightningExperience
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Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
