In response to amitchandak 03-20-2023 01:32 AM Hi Amit, I have created a 'Date' table for FY hierarchy and connected to Salesforce data table, but when I use the FY hierarchy, data does not get filtered based on FY months/quarters/etc. Message 3 of 3 256 Views ...
The Salesforce Report Builder can help you speed up the whole process. This robust tool enables you to build reports both faster and more efficiently by using some of the most advanced drag-and-drop features in the CRM software world. ...
Another great question has been asked to ourSalesforce developers. The question was “how do I use bucket fields in my Salesforce reports?” Bucketing lets you quickly categorize report records without creating a formula or a custom field within Salesforce.When you create a bucket field, you ...
One of the most popular Salesforce features is its ability to create custom reports based on sales data inputs. A Salesforce report is a visualization of data based on specific criteria and a timeframe defined by the user. Salesforce data can be displayed in reports in rows or in columns ...
A Salesforce dashboard is a visual display of data useful for monitoring performance & identifying areas for improvement. Learn more about dashboards.
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The 'Global Sales Dashboard' dashboard does not contain a component with the header 'Sales Pipeline' that displays a chart. """I am Getting an
When it comes to answering the question: “how do I create a Campaign in Salesforce?”, simply clicking the “Add New” and “Save” buttons, is one small part of a wider operation. Sure, you can create a Salesforce Campaign in seconds, but to create oneproperlythere’s more than wha...
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Set up application integration for Salesforce using Amazon AppFlow Set up application integration for Zendesk using Amazon EventBridge Monitor task creation in Amazon Connect Disconnect Amazon Connect from a third-party connection Create rules Create rules for third-party integrations Set up email How Am...