Salesforce Users

[isabel]

Anyone here familiar with Salesforce? I don't use it much and need some help.

I want to create a mailing list of key clients that we send Christmas cards and other important company information to. All the clients are in Salesforce, but I don't know how to tag them to show up on a report for that mailing list. Can anyone walk me through it?

eta: I should add that none of these clients are 'mine'. They were all added to SF by other users in my company.

[WOUNDTIGHT]

My entire firm just switched over to SF. I HATE it. Although I've actually never used a CRM that I love.

Sorry, no help, just commiseration.

[TR]

I don't anymore, but this is a good resource: help.salesforce.com/HTViewHelpDoc?id=reports_builder_create.htm&language=en_US

Do you have specific parameters that you know you want to use for the report?

[TR]

If not and you just know the clients, you'll need to mark them in a field (you might need someone to create a new field in SF if you don't have one you can use) and then use that filter when you create your report.

[isabel]

Jan 13, 2016 11:37:19 GMT -5 TR said:

If not and you just know the clients, you'll need to mark them in a field (you might need someone to create a new field in SF if you don't have one you can use) and then use that filter when you create your report.

That's what I need. A new field. Like "Christmas Card List" and the option to say yes or no for that field. Then I can run a report to get all the people who are a yes for that field.

[TR]

Jan 13, 2016 11:39:39 GMT -5 isabel said:

Jan 13, 2016 11:37:19 GMT -5 TR said:

If not and you just know the clients, you'll need to mark them in a field (you might need someone to create a new field in SF if you don't have one you can use) and then use that filter when you create your report.

That's what I need. A new field. Like "Christmas Card List" and the option to say yes or no for that field. Then I can run a report to get all the people who are a yes for that field.

Yes, exactly.

[isabel]

Jan 13, 2016 11:41:47 GMT -5 TR said:

Jan 13, 2016 11:39:39 GMT -5 isabel said:

That's what I need. A new field. Like "Christmas Card List" and the option to say yes or no for that field. Then I can run a report to get all the people who are a yes for that field.

Yes, exactly.

Figured it out. Thank you!

[jenny1223]

Jan 13, 2016 11:41:47 GMT -5 TR said:

Jan 13, 2016 11:39:39 GMT -5 isabel said:

That's what I need. A new field. Like "Christmas Card List" and the option to say yes or no for that field. Then I can run a report to get all the people who are a yes for that field.

Yes, exactly.

Yes, you'll need your salesforce admin to create a new field (on either the account or contact record) that's a checkbox. Then either manually check the box for the relevant contacts (if it's a small list) or have your admin do a data load of a .csv file with the salesforce object id or other unique identifier along with your new field = True for all the contacts you want to identify. 

Or if you have existing data in salesforce that identifies the customers you send Christmas cards to (example: all customers who with a yearly spend more than $X or of a certain status/type), you can run a report on that criteria.

(I am a salesforce admin, let me know if you have more questions!)