Use Custom Report Types with CloudComp Commission Anything for Salesforce скачать в хорошем качестве

Use Custom Report Types with CloudComp Commission Anything for Salesforce

This video covers how to clone the Managed Report Types that install with CloudComp to create your own Customizable Report Types. This is a best practice for rolling any managed app into production in Salesforce. This will enable you to have fully customizable Report Types that can be edited to include any of your custom fields on the managed objects as well as to include fields from other related objects that were not originally included in the managed report types that installed with the managed App. Salesforce Custom Report types define the underlying queries that some Salesforce Reports are based upon. All custom report types that are included with Salesforce Managed Apps are managed objects. It is a best practice in Salesforce to ensure that all of your production reports are based on customizable report types. It is especially important with CloudComp, because of the extremely dynamic nature of the CloudComp data model.