Hi, I have the following Custom Objects and Report Types

CustomObj1 has a Lookup field to Account and another Lookup field to Product
CustomObj2 also has a Lookup field to Account and another Lookup field to Product.

ReportType1 use CustomObj1 as the Primary Object with Account ID and Product ID added via Lookup in Fields Available for Reports section
ReportType2 use CustomObj2 as the Primary Object with Account ID and Product ID added via Lookup in Fields Available for Reports section
​​​​​​​
I created a Joined Report but the common fields is showing only for Product object when I selecting the 2nd Report Type.

What is missing in my report or is it not achievable?

Thank you.

Hi,

I'm not able to complete #2 Automate Accounts. It give me the following error.
"Challenge Not yet complete... here's what's wrong:
Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome."

Can anyone tell me what went wrong? Thanks.

My Custom Fields configuration are as following:

• Number of deals (Roll-Up Summary field): Count Opportunity. No filter criteria
• Number of won deals (Roll-Up Summary field): Count Opportunity with filter criteria as "Stage equals Closed Won"
• Last won deal date (Roll-Up Summary field): MAX(Opportunity: Close Date) with filter criteria as "Stage equals Closed Won"
• Deal win % (Formula field): Number_of_won_deals__c / Number_of_deals__c
• Total amount of won deals (Roll-Up Summary field): SUM(Opportunity: Amount) with filter criteria as "Stage equals Closed Won"
• Call for Service (Formula field): IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), 'YES', 'NO')

Hi,

I'm not able to complete #2 Automate Accounts. It give me the following error.
"Challenge Not yet complete... here's what's wrong:
Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome."

Can anyone tell me what went wrong? Thanks.

My Custom Fields configuration are as following:

• Number of deals (Roll-Up Summary field): Count Opportunity. No filter criteria
• Number of won deals (Roll-Up Summary field): Count Opportunity with filter criteria as "Stage equals Closed Won"
• Last won deal date (Roll-Up Summary field): MAX(Opportunity: Close Date) with filter criteria as "Stage equals Closed Won"
• Deal win % (Formula field): Number_of_won_deals__c / Number_of_deals__c
• Total amount of won deals (Roll-Up Summary field): SUM(Opportunity: Amount) with filter criteria as "Stage equals Closed Won"
• Call for Service (Formula field): IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), 'YES', 'NO')

Is it possible to pass tokens (i.e.: custom field values within a Work Order or Service Appointment) from the FSL Mobile App to the Salesforce App, without using a fully qualified url?

I have successfully created a custom App Extension (under Field Service Mobile Settings) to launch the main Salesforce App and bring up a Lightning Page Tab. I simply specified the name of the Lightning Page in the Launch Value of the App Extension.

However, this lightning page houses a VisualForce page that requires parameters to be sent to it from the FSL app. I have not been able to do this using the above method.

Thoug, I have managed to get it working by explicitly setting the Launch Value in the App Extension to the URL of the VisualForce page (with the parameter I want tacked to the end. (i.e.: https://XXX/apex/FSLExtensionA?myparameter=someValue). This method works fine on Android, as Android prompts whether to open this link via the Salesforce App (as opposed to a web browser). It does NOT work on iOS as it simply opens the link on safari.

In summary, is there a way to pass parameters to a VisualForce page without using a fully qualified url? The Doco claims it is possible, if you house a VisualForce page within a lightning tab in the Salesforce app --> https://help.salesforce.com/articleView?id=mfs_extension.htm&type=5  - unfortunately I haven't been able to figure out how.

Hi,

I'm not able to complete #2 Automate Accounts. It give me the following error.
"Challenge Not yet complete... here's what's wrong:
Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome."

Can anyone tell me what went wrong? Thanks.

My Custom Fields configuration are as following:

• Number of deals (Roll-Up Summary field): Count Opportunity. No filter criteria
• Number of won deals (Roll-Up Summary field): Count Opportunity with filter criteria as "Stage equals Closed Won"
• Last won deal date (Roll-Up Summary field): MAX(Opportunity: Close Date) with filter criteria as "Stage equals Closed Won"
• Deal win % (Formula field): Number_of_won_deals__c / Number_of_deals__c
• Total amount of won deals (Roll-Up Summary field): SUM(Opportunity: Amount) with filter criteria as "Stage equals Closed Won"
• Call for Service (Formula field): IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), 'YES', 'NO')