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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
What is the Best way for honing a Transaction search view to only one line per 'deal'?
Hello gurus!
I'm trying to build out some offline lead attribution modeling, and I'd like to feed it with a succinct report containing underlying data for Transactions. But the catch is, I really only want the single most relevant Transaction per deal related to the sales workflow, regardless of what Type it is.
That is, when I view results of a custom Transaction search, and I limit the Type to Opportunities, Quotes, and Sales Orders, I get every row related to the progression of a final order. Very specifically, for example, I'll get one row for the Quote and another row for the Sales Order - same 'Amount' on both. Obviously, the Quote becomes irrelevant once there's a corresponding Sales Order. I think..
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