The steps below will generate the Education Program metrics including: opportunity close date, tier, number of seats, billing city and billing country. These metrics are used in the Community Relations Group Conversation and for the Education Program Handbook.
Close datefrom the
Opportunity Informationfolder as a new column.
Run Reportto generate the report.
Export Details. Choose
Unicode (UTF-8)for the Export File Encoding and
.csvfor the Export File Format. Then click
Exportand save the file.
./edoss.rb -i <exported_file>.csv -o <output_file>.csv
chmod 755 edoss.rb
SFDC Opportunities by Stage for EDU campaign - SFDC report