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How to report on the Session Owner of Messaging Sessions

Publiceringsdatum: May 7, 2024
Beskrivning

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.

Lösning

Workaround:

  1.  On the object Messaging Session, create a new custom field with the data type 'Formula'.
  2.  Use the following formula:

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.

 

 

See also:
Feature Request: Make the Session Owner field reportable on Digital Engagement Messaging

 

Knowledge-artikelnummer

001096520

 
Laddar
Salesforce Help | Article