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Creating a Salesforce Report
guide provides step-by-step instructions on how to create an Opportunities Report with filters and custom columns in Salesforce. By following these steps, users can generate a report that includes specific filters for opportunity status and date range, as well as custom columns for opportunity name, owner, amount, and recurring revenue amount. This guide is useful for individuals who want to track and analyze their sales opportunities in a customized report format.
Amber Milks
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5 steps
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2 minutes
Salesforce
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