There are two kinds of reports in Salesforce, Standard reports and Custom report types. By default, Salesforce comes with a lot of standard reports for different purposes. They are stored and categorized by the object name and purpose, such as Accounts, Account with Partner, Opportunities, Oppo...
The Report type indicates which fields and records are to be displayed in the report. For example, the contacts report provides access to the career fields and records like amount, etc. Want to enhance your skills in dealing with the worlds best CRM,enroll inourSalesforce Training There are ...
This Salesforce report type is designed to present data in a simple, easy-to-read table format. Tabular reports offer users a straightforward way to access information by displaying records in rows and specific field values in columns, resembling a spreadsheet. This simplicity allows users to easi...
用Report和Dashboard去图形化比较不同Object的信息是一个十分普遍的需求,当然我们可以完全用Visual Page和Classes去自定义对应的Report和Dashboard的功能。不过Salesforce已经提供了很强大的Report和Dashboard的配置功能,如果我们没有十分特殊并且苛刻的Report的功能的话,利用Salesforce本身提供的默认配置就完全可以生成出我们...
salesforce portfolio agentforce ai agents that take action for you best-in-class crm apps customer 360 for sales, service, and more unified customer data data cloud, integrations, analytics low code, customizable platform automations, prompts, models, code, and more foundations key customer 360 ...
salesforce portfolio agentforce ai agents that take action for you best-in-class crm apps customer 360 for sales, service, and more unified customer data data cloud, integrations, analytics low code, customizable platform automations, prompts, models, code, and more foundations key cust...
View Objects Used in a Report Type Perhaps our favorite feature, and one that is very useful especially for admins – being able to view the joins between objects when building a report will be a huge hit. The alternative has always been to navigate through Salesforce Setup, find the custo...
https://help.salesforce.com/s/articleView?id=sf.reports_summary_functions_about.htm&type=5 https://www.youtube.com/watch?v=bjgZTgYe_84 在Salesforce Admin篇(二) Report中,我们讲过report的一些基础知识,实际工作中往往有些场景比这些复杂很多,接下来根据实际工作中的部分场景进行知识扩展。本篇主要讲...
visualize Salesforce data and bring in additional data sources, but that means switching platforms often. This walkthrough addresses that and shows you how to embed a Power BI report in a Visualforce page inside Salesforce, allowing you to view all your data and reports in a single application...
Many people use Salesforce to manage their Accounts and keep track of their Opportunities. They often use Power BI to visualize Salesforce data and bring in additional data sources, but that means switching platforms often. This walkthrough addresses tha