Editor’s note: This post was updated on May 30, 2023, with the latest information and resources. This is the second post of a two-part series. Part 1 is available here. Welcome back! Up until now, we’ve been setting the primary object as the only object in the report type (scenario 1) or as the parent object […]
Editor’s note: This post was updated on May 30, 2023, with the latest information and resources. Understanding how to create data sets in Salesforce is key to creating accurate reports. The data you and your users want to report on is not always stored in records from a single object. Many times you will need […]
