How to Solve the Salesforce Leads and Contacts Challenge for Reporting

97 צפיות • 11/19/21
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BisVue.com
BisVue.com
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In this video, I discuss the challenges around the fact that Salesforce can make it hard to develop full-funnel reporting because depending on the contact, it can either create a lead or contact (or both) which makes it hard to build reports.

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