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How to report on the Session Owner of Messaging Sessions

Fecha de publicación: Jun 1, 2026
Descripción

Issue:

Currently, the Messaging Session standard field 'Session Owner' is not available to use in Reports. 

If you need to report on the Session Owner, you can create a custom formula field that retrieves the name of the Session Owner. This custom field will be available to use in your Reports.

Solución

As a workaround, you can create a custom Formula field on the Messaging Session object to retrieve the Session Owner's name, which can then be used in reports.

STEPS:

  1.  On the object Messaging Session, create a new custom field with the data type 'Formula'. 
  2.  Use the following formula: (This formula retrieves the first name and last name of the User record associated as the session owner, separated by a space.)

Owner:User.FirstName & ” ” & Owner:User.LastName

       3.  The field should display the name of the Session Owner. 

 

In your Report, use this field instead of the standard Session Owner field.

Número del artículo de conocimiento

001096520

 
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