Salesforce - Report | Accounts with no Potential Matches
This is to help demonstrate how to build a custom report for all Accounts with no Potential Matches on the customers application.
Please follow the steps below:
- Go to the Reports tab and select New Report.
- You should then be presented with the Create Report option.
- In the search box type in Accounts.
- Now click the Start Report button.
- Now click on the Outline option.
- And in the Columns search box type Client Entity Id
- Then add this to your report.
- Now click on the Filters option.
- Click on the drop down arrow and select Add Cross Filter.
- In the pop up box adjust the drop downs as follows:
- Accounts
- Without
- Cases
- Apply
- Now on the next screen you can click All Account, All Time and then Refresh
- This will give you the full results on your system.
- Now Save the report with the desired name, into the folder you require.
- Then you can select Run so that it produces the report as needed.
- Your results for All Accounts that have No Potential Matches (green tick) will then be presented.
