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!
