How can I create a report in Salesforce?
An example of an AI chatbot conversation about creating reports in Salesforce.
How can I create a report in Salesforce?
To create a report in Salesforce, go to the Reports tab and click on 'New Report'. What type of report do you need?
I need a sales report for the last quarter.
You can select the 'Opportunities' report type. Then, set the date range to the last quarter. Would you like help with filters?
Yes, I want to filter by region and sales rep.
Great! You can add filters for 'Region' and 'Owner'. Just select the values you want. Do you need assistance with anything else?
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