Use Row Level Formulas to get Customer Accounts and Date Since Last Modified in Reports #inSalesforce

Use Row Level Formulas to get Customer Accounts and Date Since Last Modified in Reports #inSalesforce


Scenario 1:

Suppose Account Report and Save it, edit and you want to count the number of customers (customer accounts - Type equals Customer)

As in visual, create a row-level formula called Customer Account(number output type), and create a formula likIF(TEXT(TYPE) = 'Customer',1,0)

Now output is as per 1 or 0

Click on Summarize and select Sum and you get the count


Scenario 2:

Suppose Account Report and Save it, edit and you won't find the number of days since it's last modified

As in the visual, create a row-level formula called Days Since Modified(number output type), and create a formula like TODAY()-DATEVALUE(LAST_UPDATE) and Save. Test it

Comments