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How to report on the Session Owner of Messaging Sessions

Julkaisupäivä: Jun 1, 2026
Kuvaus

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.

Ratkaisu

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.

Knowledge-artikkelin numero

001096520

 
Ladataan
Salesforce Help | Article