Salesforce Opportunity Reporting / Trend Analysis

1. Background: a. There is a formula field in Opportunity called PeriodYYYYMM. It will display a value for the Opportunity Period in the format YYYYMM. i.e. for an Opp created in April 2025, it's 202505... (Budget: $30 - $250 USD, Jobs: Business Analysis, CRM, Salesforce App Development, Salesforce.com, Software Architecture)

Apr 21, 2025 - 21:54
 0
Salesforce Opportunity Reporting / Trend Analysis
1. Background: a. There is a formula field in Opportunity called PeriodYYYYMM. It will display a value for the Opportunity Period in the format YYYYMM. i.e. for an Opp created in April 2025, it's 202505... (Budget: $30 - $250 USD, Jobs: Business Analysis, CRM, Salesforce App Development, Salesforce.com, Software Architecture)