The solution section provides an overview of how to solve this scenario, and why that solution was chosen. The Solution Steps section immediately following outlines the exact steps used to replicate the solution.
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Using lightning I have to manually input the values ie: THIS FISCAL QUARTER – does the software use that exact text to filter through everything? to clarify if I type closing date “next week tuesday” the software is able to filter for that exact date?
secondly with regard to sharing settings in lightning I only have two options namely “all users can see this list view” or ” only I can see this list view” ? I don’t have the option to share the list view with a group.
It is only going to translate the values in the filter reference doc https://help.salesforce.com/articleView?id=filter_dates_relative.htm&type=5
I believe you will need to switch to classic in order to change the sharing settings for a list view
HI John, thanks for the guide but the link below
List of all the filters: https://help.salesforce.com/HTViewHelpDoc?id=custom_dates.htm&language=en_US IS GIVING 404 ERROR
I do not get the last option – “Visible to certain groups of users”. Please advise why that may be the case.
That determines who can select the list view – you could expose this view to everyone in the org, however- you may want to restrict this view so that only certain users (e.g. sales and marketing) can see the view in their drop down.
I approached this challenge by creating a workflow – with Email Alert and Task
Is that a mistake?
Secondly, instead of writing THIS FISCAL QUARTER. I used THIS QUARTER. What is the difference between THIS FISCAL QUARTER and THIS QUARTER?
Finally, is there a need to create >50 or 50 not suffice?
Email would work if accompanied with a report or list view. Fiscal quarter references fiscal years, I believe that this Quarter does not.
I used closed = False. Instead of the 100% Stage
That would include <50 probability but that's in the right spirit for sure.
Question: Could you accomplish this with a Dashboard Report and save on home page? If this is a key metric then daily visibility without having to go look for it would be important. Role hierarchy would then take care of who see’s it.Just a thought.
Yes there are ways to summarize data in this fashion using reports and dashboards – discussed later in this guide.
Funnily enough, using THIS FISCAL QUARTER worked for me…
Also can we enter a date say “08/04/2014” in the “VALUE” field instead of “THIS FISCAL QUARTER”?
Sales force accepts this date format? and does this field validate the actual fiscal quarter date in the calendars that is set up?
Sure, date values will work!
But won’t an absolute date value limit the use of the report? If you put “THIS FISCAL QUARTER” then it should always work for, well, this quarter. No?
Correct (that’s the difference between the two)
Maybe you mentioned this earlier, but is there a list of possible values anywhere within SF? In other words, as a new user, how would I know that THIS FISCAL QUARTER would work.
List of all the filters: https://help.salesforce.com/HTViewHelpDoc?id=custom_dates.htm&language=en_US
The field Fiscal Quarter is tempting but cannot be used, because it doesn’t allow to say THIS. It has numeric values (1,2,3,4).
Interesting idea, hadn’t thought of approaching it that way Kaira.
Can you elaborate more on that solution please ? Thanks !
The 2nd filter entry should be “Greater or Equal” to include opportunities at 50% probability; as it stands the probability would be between 51 and 99 inclusive.
Thanks Jason – I updated the scenario to reflect this.
This solution would also give opp visibility to the Marketing subordinate roles, which was not stated in the requirement. Using the roles & subordinates of: VP, International Sales and VP, North American Sales would be more appropriate, no?
Yes good catch, you could definitely tweak the list view sharing settings to exclude the marketing role if you have one defined in your role hierarchy. Or better yet, define a public group (e.g. Sales Users) and use that within your sharing criteria for the list view.
Thanks for pointing this out. Cheers,