How To Run a Salesforce Report

Table of Contents

• Summary
• Steps
• Additional Resources

Summary

Now you can view important data that reflects the ROI of Whistic Trust Center sharing within your Salesforce instance!

Note: You may see the words 'trust center' and 'profile' used interchangeably

We have added 3 Whistic reports to reflect all share data from shares sent via Salesforce.

• Profile Shares by Account
• Profile Share by Opportunity
• Profile Share by Lead

Example:

Salesforce Reporting Benefits

• Enable security teams to understand the ROI of Whistic trust center sharing during the sales process
• Tie security team performance metrics to revenue in Salesforce
• Enable users to modify reporting to include any custom data points or metics they already have in their Salesforce instance

📋 Steps

Default Reporting

To view these accounts, navigate to the native Reports > All Report section within Salesforce and click on Whistic Reports

These reports have the following information contained by default

Profile Shares by Account	Profile Shares by Opportunity	Profile Shares by Lead
Account Name Annual Revenue Whistic Profile Name Recipient Contact Whistic Profile Share Date Whistic Profile View Date NDA Status	Account Name Opportunity Name Sales Stage Opportunity Created Date Whistic Profile Name Recipient Contact Whistic Profile Share Date Whistic Profile View Date Opportunity Close Date Expected Revenue	Name Whistic Profile Name Whistic Profile Share Date Whistic Profile View Date NDA Status

If you would like to add additional fields to these reports such as a custom field like MRR, the specific Sales Rep or Account Owner or any additional fields associated with a Salesforce Account, you can do so. The following guide is meant to walk you through augmenting the Whistic reports with additional fields specific to your company.

🔍 Locating the Whistic Reports

The Whistic Trust Center package includes a reporting folder called "Whistic Reporting". If you are unable to see the "Whistic Reporting" folder in the Reports tab, reach out to your System Administrator and request that they share this folder with you.

➕ Adding a Custom Field to a Default Report

Example: Add Account Field to "Profile Shares by Account" Report

Within the "Whistic Reporting" folder, there is a report called "Profile Shares by Account." Click on the report name, which will run this report. In the upper right corner, click the "Edit" button.

1. Change the Report type from "Report" to "Joined Report".

   
2. Next to the Title of the report click "Add Block"

3. Locate the "Account" report type in the modal, and click the "Add Block" button in the Details section.

   

4. In the "Account" block in the left outline panel. Choose what column(s) you wish to add from the Account object to this report. In the example below, we've opted to remove the default options and add a custom field called "comment".

   

5. Click the "Save and Run" button in the upper right corner.

   

📚 Additional Resources

You have now created a custom report. If you have any questions regarding Salesforce Reports, please reach out to [e-mail] or your CSM for assistance.

To learn more about Salesforce Integration, please click HERE.