Skip to main content
Solved

Salesforce Report with Status Change Info?

  • 19 July 2024
  • 2 replies
  • 56 views

Salesforce is the common tool that unites many departments in our organization. Because of this, I tried to incorporate Project Level Status Change Reasons/Descriptions into a dashboard but didn’t see those details in the GuideCX Projects report. 

Has anyone found a good way to incorporate those details into Salesforce?

2 replies

dthompson
Userlevel 1
Badge

Greg it looks like you blew our community collective minds with that question! 😂

Do you have a dedicated SF admin that is building these dashboards and reports by chance? 

 

G

@dthompson I appreciate the response and have started coordinating with our SF admin to see if we can pull in the fields we’re looking for. I’d assumed the reports were ‘pre-defined’ and maybe that’s not the case :) Thank you!

Reply


Terms & ConditionsCookie settings