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 summary report of my sales data.
Select 'Summary' as the report type, then choose the 'Opportunities' object. You can group by stage or owner.
Can I add filters to this report?
Yes, you can add filters to narrow down the data. Click on 'Filters' and set your criteria, like date range or sales amount.
How do I save and run the report?
After setting up your report, click 'Save & Run.' Give it a name and choose the folder to save it in.
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