How to view your owned accounts in Salesforce
- Leni Vasquez |
- 11 steps |
- 52 seconds
This Scribe guide will teach you how to create a Salesforce Report to view the accounts you are assigned to.
1
Navigate to your salesforce account.
2
Click "Reports"
3
Click "New Report"
4
Click "Accounts"
5
Click "Continue"
6
Click "Filters"
Click "On or after Mar 23, 2022"
Click "Custom"
Click "All Time"
Click "Apply"
7
Click "Outline"
8
Click the "Add column..." field to add any field from your accounts.
9
Click "Save & Run"
10
Give your report a name and click "Save"
11
You are done! 🥳
Your report is complete! Make sure to bookmark the page so you can reference it whenever you need it.