Create an "Accounts with Bombora Company Surge" report
JG

Jeremy Gilbreath

Created Apr 13, 2022

Create an "Accounts with Bombora Company Surge" report

This guide will walkthrough how to create a basic "Accounts with Bombora Company Surge" report in Salesforce. We recommend you use this report as a starting point and refine it with additional data and filters to best suit your needs.

436
    s

Force

32 Steps
1

Click on Reports

Click on Reports
2

Click on New Report

Click on New Report
3

Search for "Bombora"

Search for "Bombora"
4

Click on Bombora Company Surges with Account

Click on Bombora Company Surges with Account
5

Click on dropdown menu next to "Column"

Click on dropdown menu next to "Column"
6

Select "Remove All Columns"

Select "Remove All Columns"
7

Click on Filters…

Click on Filters…
8

Click on "Show Me" and select "All bombora company surges"

Click on "Show Me" and select "All bombora company surges"
9

Add filter for "Cluster Type

Add filter for "Cluster Type
10

Set Operator to "Not Equal To" and Select "Summary"

Set Operator to "Not Equal To" and Select "Summary"
11

Click on Refresh

Click on Refresh
12

Click on Outline

Click on Outline
13

In "Group Rows" Add "Account Name"

In "Group Rows" Add "Account Name"
14

Under Columns - Add "Cluster Type"

Under Columns - Add "Cluster Type"
15

Under Columns - Add "Topic Count"

Under Columns - Add "Topic Count"
16

Under Columns - Add "Weekly Topic Count Delta"

Under Columns - Add "Weekly Topic Count Delta"
17

Under Columns - Add "Average Surge Score"

Under Columns - Add "Average Surge Score"
18

Under Columns - Add "Weekly Surge Score Delta"

Under Columns - Add "Weekly Surge Score Delta"
19

Add "Topic Data"

Add "Topic Data"
20

Click on Refresh

Click on Refresh
21

Click on Column Actions dropdown arrow, hover over "Sort By..." & select "Sum of Topic Count"

Click on Column Actions dropdown arrow, hover over "Sort By..." & select "Sum of Topic Count"
22

Click on Refresh

Click on Refresh
23

Click on Column Actions and select "Sort Descending"

Click on Column Actions and select "Sort Descending"
24

Click on Refresh

Click on Refresh
25

Click on Save

Click on Save
26

Type "Accounts with Bombora Company Surge"

Type "Accounts with Bombora Company Surge"
27

Click on Select Folder

Click on Select Folder
28

Click on Public Reports

Click on Public Reports
29

Click on Select Folder

Click on Select Folder
30

Click on Save

Click on Save
31

Click on Run

Click on Run
32

Here is an example of the finished report output.

Here is an example of the finished report output.
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