Some of Vivun’s suggested reports require Custom Report Types in Salesforce. The instructions below provide the steps to create a Custom Report Type to get the Opportunities with or without Hero Activities for the SC Attached vs. Non-Attached Win Rate % Report.
Getting Started
Login to Salesforce.
Select Setup.
Search for and select ‘Report Types’ in Quick Find.
Click New Custom Report Type.
Note: Contact your Salesforce Admin if you do not see this option.
Enter the following:
Primary Object - Opportunities
Report Type Label - Opportunities with or without Hero Activity
Description - This report shows Opportunities with or without Hero Activity.
Store in Category - Opportunities
Deployment Status - Deployed
Click Next.
Click (Click to relate another object) under the primary object block.
Select ‘Hero Activities’ as the B object from the dropdown.
Select ‘“A” records may or may not have related “B” records.’
Click Save.
Verify your report type is now available when creating a new report under Reports.