• Skip to main content
Client Portal
StarrData StarrData StarrData
  • Technologies
    Salesforce Quote-To-Cash
    Salesforce CPQ

    Deliver fast & accurate proposals that empowers your sales team and maximizes company revenue.

    Salesforce Billing

    Seamlessly integrate your entire billing process with powerful Salesforce technologies.

    Salesforce Products
    Sales Cloud

    Empower your sales team by leveraging best practices throughout the company.

    Service Cloud

    Provide amazing and efficient support that delights your customers.

    Community Cloud

    Connect your customers, employees & partners with the power of Salesforce.

  • Services
    Managed Services

    Keep Salesforce running smoothly at a low, fixed cost with an incredibly experienced team of trained engineers.

    Salesforce Implementation

    We'll help you get up and running quickly - from simple implementations to fully customized instances.

    Salesforce Administration

    Stop worrying about the day to day details of Salesforce and outsource to a 5-star certified Salesforce team.

    Salesforce Optimization

    Get the most out of your Salesforce investment by fine tuning your instance specifically for your needs.

  • Industries
  • Blog
  • Company

    Since 2009, StarrData has helped hundreds of companies leverage the power of Salesforce. We are a 5-star certified partner with an experienced team of consultants, solution architects, engineers, and administrators.

    Learn More About StarrData

    Case Studies

    Testimonials

    Partners

  • Contact
  • Client Portal

Integrating Salesforce Custom Reports & Salesforce Custom Links, Part 1

By Darren Starr

Have you ever wanted to run a Salesforce Custom Report directly from a record? Maybe you would like a mailing address report for all of the Salesforce Contacts associated to the Salesforce Account you are viewing. Or how about all Salesforce Opportunities with Contact Roles associated to the Salesforce Account you are viewing? Or possibly all of the cases associated to the Salesforce Contact or Account you are viewing?

By combining your custom reports with Custom Links that you create, all users can run the reports above and more. No more having to run a report and then customizing it for each record that you want the information on. With a few steps by a Salesforce administrator, those reports can be just one click away, since the user is already viewing the record.


Click HERE to learn about On-Demand Salesforce Administrators!

Part 1 will cover deciding what kind of Salesforce Custom Report you need to run and what information should be included.

Decide what kind of Custom Salesforce Report you need:

For our example, let’s say that our Account Executives need to know all of the Contacts listed in the “Contact Roles” related list of all Opportunities associated to a given Account. We would start by creating a new custom “Opportunities with Contact Roles” report.

Decide what Information should be in your Salesforce Custom Report:

Set up the Salesforce Custom Report with the columns and grouping (like Opportunity Name) that you like and then we need to make some decisions about the standard filters. Since the Salesforce Custom Links will be used by multiple users, on multiple records, you may want to set the “Show” filter to “All Opportunities” instead of “My Opportunities”. The final output to your users will be based on your sharing rules and other security settings.

The “Include” filter should be set to your preference at this time (Any, Open only, Closed only, Won only or Lost only) as well as the “Date Field” and “Range”. Remember that this link and report will be used by multiple users so you may want to set the filters to “Any” and “All Time”.

In part 2, we’ll cover adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links.

 

Looking for other ways you can optimize Salesforce? Check out Salesforce Optimization Service.

 

StarrData helps you get the most out of Salesforce. If you would like information on the services we offer, call us at (888) 391-4493 x101.

 

Posted in Cloud Computing, CRM, Salesforce Best Practices, Salesforce.com

Reader Interactions

Contact Us

888-391-4493 x101

1261 Locust St. #135, Walnut Creek, CA 94596

info@starrdata.com

Additional Resources

  • Technologies
  • Services
  • Client Portal
  • Contact Us
  • Privacy Policy
  • Sitemap

About Us

StarrData is a 5-star rated salesforce.com partner who helps companies increase sales and productivity by providing Salesforce implementation and support services. Since 2009 we have helped hundreds of organizations to leverage the power of Salesforce.

© 2019 StarrData. All Rights Reserved.

Contact Us Today

To speak with someone right away, give us a call at (510) 984-3648.

  • This field is for validation purposes and should be left unchanged.