Salesforce Fact #959 | Issue with middle name in drill down reports

Currently if we use group by with full name in a report, the drill down feature doesn't work for the records which have middle name populated.

Reference: https://ideas.salesforce.com/s/idea/a0B8W00000GdjzQUAR/fix-full-name-filters-in-reports

Comments

  1. NitaJanuary 27, 2026 at 10:36 AM

    This is a very practical tip for Salesforce users! Being aware of issues like middle names not appearing correctly in drill-down reports can save a lot of time and confusion. For companies planning a move, it’s also important to carefully migrate data from Salesforce to Zoho CRM to ensure that all fields, including names, are transferred accurately. A helpful insight for anyone managing detailed CRM data.

    ReplyDelete

Post a Comment

Popular posts from this blog

Salesforce Fact #929 | Nth highest in screen flow

Image
We can find the Nth highest value in screen flow using Get Records with a bit of logic. For example, we want to find the Nth highest NumberOfEmployees value across all the accounts. The idea is to fetch the records and then run a check to iterate over the records as long as the temp variable value is less than N value. The temp variable is initialized to 1. In the assignment we would keep on removing the first record. At the end, we will pick the first record from the collection. Attached are the screenshots. Note: this is just a POC flow and the error handlings, best practices are not covered.
Read more