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@Keiji_otsubo(Keiji Otsubo)

クロス条件 : レポート

Last updated at Posted at 2023-10-25

クロス条件の例

クロス条件を使うと可能です。今回はレポートタイプを作成すると対応可能です。

image.png

https://www.salesforceben.com/what-are-cross-filters-in-salesforce-reporting/

主を取引先、関連に商談を設定して「A」レコードには関連する「B」レコードの有無は問いません。を選択します。
image.png

関連

https://help.salesforce.com/s/articleView?id=000393178&type=1

https://opfocus.com/blog/how-to-create-a-last-won-or-last-lost-opportunity-contact-report/

https://www.salesforceben.com/what-are-cross-filters-in-salesforce-reporting/

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