CRM Migration FAQs

Where Can I Find a Number of Salesforce Records?

To find the exact number of your records, login your Salesforce and go the Report module and click on the “New Report” button. Such customized reports may be applied for calculation contacts, accounts, leads, opportunities, campaigns, orders, contracts and activities. Let’s figure how to make it for Contacts & Accounts. You need to select this report type from

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To find the exact number of your records, login your Salesforce and go the Report module and click on the “New Report” button.

salesforce-report-module

Such customized reports may be applied for calculation contacts, accounts, leads, opportunities, campaigns, orders, contracts and activities. Let’s figure how to make it for Contacts & Accounts. You need to select this report type from a drop down menu and click on the “Create” button.

salesforce-account-report-number

In the Show you select All Accounts from a drop-down menu. In the Data Field you pick up Create Date from a drop-down menu. And in the Range choose All the time and click on ‘Run Report‘ button.

salesforce-run-report

When the process of report running is complete, you see all related information and the total number of records.

salesforce-total-record-number

To get a number of other modules records, just come again with the steps above.

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