Preface: I'm not a developer, but looking for help. My sales org uses Lightning version -- within the Opportunity, I would like the opportunity to lookup in our Library the Close Won / Close Lost reasons for other Opportunities that had the same Product or Line Description.

Creating a Report that can Filter by those Product/Line Description fields won't work as we have over 26k SKUs (configurable products). I am hoping for a solution that accesses the specific Product/Line Description within the individual Opportunity to cross-reference only those other Opportunities with the same Product/Line Description, and could then filter by Won / Lost. Open to Salesforce specific solutions, or external solutions that would access the Salesforce libraries and create the view.

Any suggestions? Thanks!

  • 1
    Does this answer your question? Better way to parameterize Salesforce reports
    – Phil W
    Commented Mar 27, 2022 at 6:30
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    Welcome to SFSE. Please take a moment to read How to Ask and take the tour. Please edit your post to clarify what you mean by libraries. Do you mean Content Libraries where files are stored? How are these related to Opportunity Products / opportunity line items in your organization? Commented Mar 27, 2022 at 9:15


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