Learn how to create custom report types in Salesforce Order Management.
In this session we'll provide an overview of the Order Management data model and objects, then show you how to create custom report types and build reports to support your OM operations.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/aCe3y000000bmo5CAA
0:00 Intro and Overview
0:21 Learning Objectives
0:52 Order Management Data Model
1:44 Custom Report Type
2:36 Demo: Custom Report Type
5:50 Demo: Custom Report
8:45 Recap and Next Steps
#Salesforce #ExpertCoaching #CommerceCloud #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #CommerceCloudOrderManagement #B2CCommerce #Demandware
Implement: Commerce Cloud: Custom Reporting for Salesforce Order Management
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
In this session we'll provide an overview of the Order Management data model and objects, then show you how to create custom report types and build reports to support your OM operations.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/aCe3y000000bmo5CAA
0:00 Intro and Overview
0:21 Learning Objectives
0:52 Order Management Data Model
1:44 Custom Report Type
2:36 Demo: Custom Report Type
5:50 Demo: Custom Report
8:45 Recap and Next Steps
#Salesforce #ExpertCoaching #CommerceCloud #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #CommerceCloudOrderManagement #B2CCommerce #Demandware
Implement: Commerce Cloud: Custom Reporting for Salesforce Order Management
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
- Category
- Management
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