0

We currently have an additional custom user lookup field on Accounts called CS Rep. I am trying to dynamically run the report as if I were the CS Rep. This way I can run a single report to send to each CS Reps through a subscription. It would work the same as using the My Accounts filter, but with the CS Rep field instead of Account Owner.

Is there a way to do this? Trying to find an alternative to making 10 different reports filtered by each CS Rep.

Thank you so much!

1 Answer 1

-1

Please take a look at this link, It might help you with solving the reports.

https://help.salesforce.com/s/articleView?id=000387687&type=1

3
  • 1
    While this may theoretically answer the question, it would be preferable to include the essential parts of the answer here, and provide the link for reference.
    – identigral
    Nov 14, 2022 at 21:46
  • 1
    @senthamizh - That worked. Thank you so much! Nov 15, 2022 at 20:34
  • Link is 404 now
    – Peter Luo
    Aug 1 at 14:29

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .