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Martial de Saint Loubert

Saleforce report dynamically filtered with user prompt variables

Customer Experience

It would be useful to have the possibility to define a report with a set of user prompt variables in order to dynamically filter the report outcomes according to the context details requested by the user

For example : 
  • prompt variables : client name (mandatory), opportunity stage (optional)
  • report : list of opportunity
Once run, the report will display two input box to allow the user to select or pick the client name and the opportunity stage and then wil display the list according to the selection

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Martial de Saint Loubert

2 years ago

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