How to Create the Salesforce Custom Button “Deal Report”

It’s a known fact that any CRM you use entails entering Salesforce data to capture your leads, clients, and transactions. However, a large part of the ROI around this data entry is being able to report on specific parts of your database that would be of interest either internally to your organization, or externally to those who might have interest in assessing some of your CRM information.

Sometimes you need to have quick access to a report without the hassle of building one from scratch.

In this blog, we present a very unique way of creating reports in Salesforce once and for all further records.

Why Did We Create a Salesforce Custom Button “Deal Report”?

There are many ways to report on data and build dashboards. However, it can be a cumbersome and time-consuming task to create a report from scratch, especially if you don’t have a dedicated Salesforce admin.

Our clients sometimes ask: “Can I quickly pull up a report for the Deal or Inquiry that I have on my Property?” Cut it simple, they need a solution for creating reports in Salesforce with customizable filters, subscription options (email the report), or different variants of UI to see your report from all angles.

Having done the research, we’ve come up with a simple solution: we created a shortcut that runs the filter for the particular property on the back end. It is a custom button “Deal Report”.

Salesforce custom button is used to streamline actions users make within Salesforce or integrate their data with external URLs, applications, or systems.

When you click on the “Deal Report” button, it runs generic reports with changeable filters. The filters are based on the property you’re on.

Salesforce Сustom Button “Deal Report”

Let’s look at what benefits this feature can bring to landlord rep and tenant rep brokers.

Benefits of the Salesforce Custom Button “Deal Report”

If you are a landlord rep for a Property and you’ve been judiciously adding Deals against that particular property to track all the prospective tenants in those spaces, in some cases, you might need to generate a report to see all active deals associated with that property.

Currently, you would have to create an individual report per each property. Each report would have to contain filters and formatting.

With this new feature, you can create a report only once, setting up any necessary filters (for example, Deals where status = open or Deals with an Est Close Date = This quarter) and setting up the necessary columns for display.

As a result, the report will have a unique URL associated with it. We use this URL to create a custom button on the Property page.

By clicking on the “Deal Report” button from the Property page, it automatically brings you to the report that displays the Deals for that specific Property.

Deal Report for Landlord Rep Brokers

If you are a tenant rep broker for a Company (especially one with a national presence), and you’ve been adding Deals for a particular tenant in multiple properties, you may want to see a report that reflects all the Deals you’re working on for that tenant.

Currently, you would have to create each individual report per company/tenant you represent. Each report would have to contain filters and formatting.

Salesforce custom button “Deal Report” helps you to create the report only ONE time, setting up any necessary filters (example: Deals where status = open, or Deals with an Est Close Date = This quarter), and configure the necessary columns for display.

Again, this report will have a unique URL associated with it. You use this URL to build a custom-made button on the Company page.

As a result, when you click on the “Deal Report” button from the Property, it automatically brings you to that report displaying the Deals for that specific tenant.

Deal Report for Tenant Rep Brokers

If you need assistance with setting up this Salesforce custom button for Properties or Companies (Tenants), please reach out to support@ascendix.com