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How I Solved This: Take Action Directly from a Report

February 26, 2020 by Marc Baizman Leave a Comment

Welcome to a new series on the Salesforce Admins blog called “How I Solved This.” In this series, we will do a deep dive into a specific business problem, and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you will be inspired to try their solution yourself! Let’s take a look at how the #AwesomeAdmin at Spark solved their business problem.

Key business problem 

I want my users to take action on a list of records returned in a report, and not a list view. It’s easy to edit records in a list view, but to make changes to what’s in the report takes more effort—to open each record into a new tab or window and edit it. That’s time-consuming and tedious for users. 

Background 

Meet Spark, a career exploration and self-discovery program for middle school students. In the spring semester,

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