Monday, December 3, 2018

Create a Customer Saved Search that will Display the Alt. Sales Total of the First Opportunity

To create the search, perform the following steps:

1. Navigate to List > Search > Saved Searches > New.

2. Select Customer.

3. Provide a Search Title.

4. In the Results tab > Columns subtab, add the following fields:

  • Name
    • Summary Type = Group
  • Opportunity : Actual Close
    • Summary Type = Minimum
  • Formula (Currency)
    • Summary Type = Minimum
    • Formula = min(to_char(substr({opportunity.projaltsalesamt},1,3900))) keep(dense_rank first order by{opportunity.closedate})
5. Click Save & Run.

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