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What is the Best way for honing a Transaction search view to only one line per 'deal'?

edited Jun 21, 2023 5:47PM in Ask A Guru 13 comments

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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