Salesforce Consultant Education-Cloud-Consultant Question # 57 Topic 6 Discussion

Understanding Student Advising Reasons:

TheAppointment Topicfield in advising appointments captures the reasons studentsschedule these appointments.

This field provides insights into the common topics and concerns addressed during advising sessions.

Reporting on Appointment Topics:

Create a Report: Go to the Reports tab in Salesforce and create a new report based on the advising appointment object.

Add Fields: Include theAppointment Topicfield to capture the reasons for the appointments.

Filter Data: Apply filters to include relevant appointment records.

Analyze Results: Use the report to analyze and summarize the mostcommon reasons for advising appointments.

Steps to Create the Report:

Navigate to Reports: Log in to Salesforce and go to the Reports tab.

Create New Report: Select the appropriate report type for advising appointments.

Add Fields: Include the AppointmentTopic field.

Run and Save Report: Run the report to view the data and save it for future reference.

References:

Salesforce Documentation:Creating Reports andDashboards