Salesforce is the common tool that unites many departments in our organization. Because of this, I tried to incorporate Project Level Status Change Reasons/Descriptions into a dashboard but didn’t see those details in the GuideCX Projects report.
Has anyone found a good way to incorporate those details into Salesforce?
Salesforce Report with Status Change Info?
Greg it looks like you blew our community collective minds with that question! 😂
Do you have a dedicated SF admin that is building these dashboards and reports by chance?
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