#TechBossTip Need to clearly, quickly filter on a related object's data in a report? Use a cross filter! Here, you can define the filter that uses 'WITH' or 'WITHOUT' functionality. Example: A report showing Contacts WITHOUT opportunities related to it
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The countdown begins! Only TWO MONTHS until Tech Boss' Becoming a #Salesforce Business Analyst course starts!
Some details:
✨this is a LIVE online course
✨taught by certified Salesforce & tech teachers
✨T & Th 6:30-9:30 pm 3/7-5/4/23
Don't miss out! Link in bio🤓
#TechBossTips Don't forget to create an 'Actual Close Date' field for opportunities. Use automation to update this field when the Opp stage gets set to 'Closed Won'. Native 'CloseDate' field is manually input and could lead to data inconsistencies down the road 👍 Part 1