Salesforce.com Reports Dynamically Filtered

Written by ShamrockCRM on August 9, 2009 – 3:16 pm

When using Campaigns for mass mailing, the easiest way to add a large amount of Contacts to the Campaign is to have a predefined Contact report. With this predefined Salesforce report, you can easily click the “Add to Campaign” button and automatically add all of the Contacts on the report to this Campaign.
Salesforce.com Reports

If you needed to step through this process to create or modify a report every time you needed to add a new set of users to a campaign, you would spend a lot of time setting this up.

Well, Salesforce.com provides the capability to create a generic report that will have generic criteria established that can be dynamically filtered through the URL. For example, lets say you created a generic “Sales Pipeline” report. This generic report would be grouped by Salesperson (Owner). Without any filters, this would show the pipeline for the entire company. With a filter, you could detect the User that is currently logged into the system, send them to this generic report, with a filter criteria in the URL to specify that you only should display the Sales Pipeline for this specific user. So, instead of creating 1 Pipeline report for every user or making your users customize this report over and over, you can create 1 report that will work for the entire company and also all users. Very useful way to keep the system clean.

For this example, you can place a link on the Account page layout that will take you to a report of all Contacts at the Company.

1) Create your custom report. For this example, just build a simple Contacts and Accounts report.
2) Go into the customize section of this report. Go to the Criteria section.
3) Create a simple criteria item where “Account Name equals blank.” This will be the criteria that will be filled in through the URL.
3a) Feel free to add other criteria like this or any business specific criteria that you might need (ie. State = Florida).
4) Save the report.

5) Now, you will want to take the URL of your report:
ie. https://na1.salesforce.com/report_id
6) Add this to your report URL: ?pv0=
So, now you will have https://na1.salesforce.com/report_id?pv0=

The “pv0” is the variable for that first criteria that you created. If you created multiple “blank” criteria like the Account Name one above, you would also have pv1, pv2, etc for each criteria created.

7) So, if you wanted to test this out, place an Account Name after pv0=. Like https://na1.salesforce.com/report_id?pv0=Shamrock CRM . This will bring in the Contact report with only Contacts working for Shamrock CRM.
8) Now, if this worked, you might want to put this as a link (or button) directly on the Account layout, just create a generic button/link and place this URL in it. Instead of hard coding an Account name, use the Account Name merge field. This will dynamically grab the Account Name and place it in the URL.

This will work in any Parent Child relationship.

Awesome, right?


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Posted in Business Analysis, Campaigns, Reports | 1 Comment »