Create Custom Reporting for Salesforce Order Management: Ch. 6 Custom Report Demo

This 6th video of the Create Custom Reporting for Salesforce Order Management series will show you a demo of how to build a Returns report using filters, selecting the right fields, and grouping rows and columns for the desired view. For the full playlist, check out the entire expert coaching series on this session: https://www.youtube.com/playlist?list=PLFNbZmUNjID6XRN_ztLZRZjKGGnabwqSq

In this video series, a Salesforce expert will 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.

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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.