A sales rep at Get Cloudy Consulting asks the new Salesforce associate to give them a report showing all the active accounts for the sales rep's territory.
Where should the associate go to create a new report for Accounts?
The Reports tab is where the associate should go to create a new report for Accounts. The Reports tab allows the user to create, view, edit, and run reports in Salesforce. The user can select a report type, such as Accounts, Accounts with Contacts, or Accounts with Opportunities, and then add filters, groupings, charts, and other features to customize the report. The Setup menu is where the user can configure the settings and customization of Salesforce, such as creating objects, fields, workflows, and security settings. The Accounts tab is where the user can view, create, edit, and delete account records in Salesforce.
Clare
24 days agoValene
29 days agoNieves
1 month agoArthur
1 month agoTesha
1 month agoHyman
2 months agoLatrice
2 months agoDaren
2 months agoBarrett
2 months agoAretha
2 months agoTerry
3 months agoTamesha
3 months agoMaile
3 months agoReid
4 months agoLawana
4 months agoNickolas
4 months agoVincenza
4 months agoEarnestine
4 months agoSina
5 months ago