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Michael M Report filtered based on history
Hello, I have a task to create a bit of a complicated report, and I am wondering if and how this is possible.
The background is that our Lead object's "Status" picklist field has 2 values (for the purposes of this report) : "Accepted" and "Pending Opportunity".
We want a report that contains data based on the following criteria:
- All Leads WHERE 1) the status was at any point in their history "Accepted" , and 2) the lead was converted into an opporunity, and 3) that opportunity''s stage became closed-won.
Is this possible to do, and if so, how? (In case this is helpful, our Leads are connected to our Opportunities in the sense that both Leads and Opportunities have a lookup to the same Account)
If a formal "report" is not supported, can this be done with SOQL queries?
The background is that our Lead object's "Status" picklist field has 2 values (for the purposes of this report) : "Accepted" and "Pending Opportunity".
We want a report that contains data based on the following criteria:
- All Leads WHERE 1) the status was at any point in their history "Accepted" , and 2) the lead was converted into an opporunity, and 3) that opportunity''s stage became closed-won.
Is this possible to do, and if so, how? (In case this is helpful, our Leads are connected to our Opportunities in the sense that both Leads and Opportunities have a lookup to the same Account)
If a formal "report" is not supported, can this be done with SOQL queries?
Create the similar field on the opportunity object:
Label: Accepted Lead
Map this field while converting from Lead to opportunity
map: Lead.Accepted__c -> Opportunity.Accepted_Lead__c
step 2:
Setup a checkbox Field on Lead that will always default to Checked -
Label: Was Created From Lead
Type: Checkbox
Default: Checked
Note: hide this field in the Page Layout
create a similar field on the Opportunity-
Label: Was Created From Lead
Type: Checkbox
Default: Unchecked
Note: hide this field on the Page Layout
Now, to the Lead Field Mapping section
Map the Lead.[Was Created from Lead] to Opportunity.[Was Created From Lead]
That is it.
Create a report of report type Opportunity:
Filter: Accepted_Lead__c = true
Was_Created_From_Lead__c = true
stage =closed-won
All Answers
https://trailblazer.salesforce.com/ideaView?id=0873A000000Ljz0QAC
Check it once.
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.
I am thinking of this: What if I create a new checkbox field called "Accepted at some point".
Is there any way I can run a SOQL query to find every Lead where the status was at some point "accepted" and if so check off that box?
Create the similar field on the opportunity object:
Label: Accepted Lead
Map this field while converting from Lead to opportunity
map: Lead.Accepted__c -> Opportunity.Accepted_Lead__c
step 2:
Setup a checkbox Field on Lead that will always default to Checked -
Label: Was Created From Lead
Type: Checkbox
Default: Checked
Note: hide this field in the Page Layout
create a similar field on the Opportunity-
Label: Was Created From Lead
Type: Checkbox
Default: Unchecked
Note: hide this field on the Page Layout
Now, to the Lead Field Mapping section
Map the Lead.[Was Created from Lead] to Opportunity.[Was Created From Lead]
That is it.
Create a report of report type Opportunity:
Filter: Accepted_Lead__c = true
Was_Created_From_Lead__c = true
stage =closed-won
How would I update the existing records?