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Santosh Asbe
Count/List of opportunities which don't have a opportunity team member added
I need to geenrate a report with Count /List of opportunities where Opportunity team member is not added. How can i do this without customization?
I am able to generate opportunitieis with team members and thier count.
I am able to generate opportunitieis with team members and thier count.
You can acheive this by reports functionality provided by salesforce.
Create a custom report type on opportunities with or without Opportunity teams.
Chek this link how to create custom report type and add the child objects
https://help.salesforce.com/HTViewHelpDoc?id=reports_report_type_setup.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=reports_report_type_setup.htm&language=en_US)
Then create a new report by using this report type and add a cross filter Opportunity without Opportunity Team. And make sure you have selected "All Opportunities" to display all opportunities from your org.
You can view bith the data in the same report by chanfing this filter
Check the below link to create cross filter
https://help.salesforce.com/HTViewHelpDoc?id=reports_cross_filters.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=reports_cross_filters.htm&language=en_US)
Mark this as "SOLVED" if your query is Answered
Regards,
Bhanu Mahesh
All Answers
Hi Santosh,
You can achieve this either using a trigger or using the new Process builder feature. Create a checkbox in the opportunity and this will be updated through your trigger or builder.
For process builder feature you dont need to do any customization.
Regards,
Prakash B
You can acheive this by reports functionality provided by salesforce.
Create a custom report type on opportunities with or without Opportunity teams.
Chek this link how to create custom report type and add the child objects
https://help.salesforce.com/HTViewHelpDoc?id=reports_report_type_setup.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=reports_report_type_setup.htm&language=en_US)
Then create a new report by using this report type and add a cross filter Opportunity without Opportunity Team. And make sure you have selected "All Opportunities" to display all opportunities from your org.
You can view bith the data in the same report by chanfing this filter
Check the below link to create cross filter
https://help.salesforce.com/HTViewHelpDoc?id=reports_cross_filters.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=reports_cross_filters.htm&language=en_US)
Mark this as "SOLVED" if your query is Answered
Regards,
Bhanu Mahesh