In our Salesforce org, we have multiple contacts under accounts, and when we create a report on the accounts and contacts, we get repeated accounts for the related contacts. The sales team wants to count the unique values of account names so that they do not have to maintain data for repeated accounts and only asses the unique accounts name.
As a Salesforce admin, I created a custom report on the unique count of the account records. Now, I will explain how you can create a report on unique count records for a new or existing Salesforce report.
In this Salesforce tutorial, we will learn to count unique values in Salesforce reports. We will discuss the method to count unique values in Salesforce Lightning only. The Classic version of Salesforce does not have a feature where we can count unique values of records in a Report.
Unique values in Salesforce
In Salesforce, unique values are individual values within a specific field or column of a Salesforce Report. The counting of these unique values is not repeated in a single report, which means that even if they are in reputation, they are counted once. These unique values can be useful for data analysis and data management.
In the example below, I will explain the method for counting unique values in Salesforce reports.
We will discuss the method of Counting unique values in Salesforce from two approaches.
- Count unique values in Existing Salesforce Reports in Lightning
- Count unique values in the New Salesforce Report in Lightning
Count unique values in Existing Salesforce Reports in Lightning
To Count unique values in Existing Salesforce Reports in Lightning, login to your Salesforce account and follow the steps below.
1. On the Salesforce Lightning Setup page, go to the App Launcher and search for sales. From the options in the dropdown, select Sales under the heading Apps.