UI: Scenario 4 Solution

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.

Solution:

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22 Responses to “UI: Scenario 4 Solution”

  1. Peter Pazderka January 27, 2016 at 12:18 am #

    I do not get the last option – “Visible to certain groups of users”. Please advise why that may be the case.

    • JohnCoppedge January 27, 2016 at 11:29 pm #

      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.

  2. Munira Majmundar November 2, 2015 at 3:53 pm #

    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?

    • JohnCoppedge November 9, 2015 at 2:57 pm #

      Email would work if accompanied with a report or list view. Fiscal quarter references fiscal years, I believe that this Quarter does not.

  3. Ltcleve@yahoo.com June 10, 2015 at 11:44 pm #

    I used closed = False. Instead of the 100% Stage

  4. Roger Bannister September 12, 2014 at 1:47 pm #

    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.

    • JohnCoppedge September 17, 2014 at 7:27 pm #

      Yes there are ways to summarize data in this fashion using reports and dashboards – discussed later in this guide.

  5. Berglind Heath-Smith September 10, 2014 at 8:13 am #

    Funnily enough, using THIS FISCAL QUARTER worked for me…

  6. Anand Viswanathan August 4, 2014 at 4:54 pm #

    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?

  7. Kaira Bergstra January 9, 2014 at 7:39 pm #

    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).

  8. Jason Long November 17, 2013 at 9:05 am #

    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.

  9. Adam S. May 6, 2013 at 4:55 pm #

    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?

    • JohnCoppedge May 6, 2013 at 11:30 pm #

      Hi Adam,

      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,

      John

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