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Background: I'm working at $VERY-LARGE-COMPANY. I am not a Salesforce Admin, and getting the admins to make any changes requires a lot of lead time and a strong business justification.

I am having trouble creating a report to find certain records - cases where $related-object-1.$field1 has value $value1. When my report runs it is missing a lot of cases I know exist and are visible to me, and I notice that all the returned case records have a similar pattern in case.$field2. I suspect that the custom report type which combines cases and $relasted-object-1 was created with a filter on case.$field2.

How can I find out for sure, without talking to a (very busy and overworked) administrator?

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  • custom report types don't define filters, at best they define whether children objects may or must exist, they also define which fields are visible.
    – cropredy
    Commented Feb 24, 2016 at 2:38

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Could you create a dummy $related-object-1 with some value in $field1 and a different value in $field2, then run the report?

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  • I don't have to create a dummy to test my search -- I have a slew of examples that are linked from a manually maintained spreadsheet, where $field1 has value $value1 and $field2 has something that doesn't match the cases on the report. I'm trying to replace the spreadsheet. :-) I'll edit my question to make that more clear.
    – arp
    Commented Feb 23, 2016 at 21:27

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