analytics:reportChart:该组件可将Salesforce报告图表添加到Visualforce页面。该组件在API版本29.0或更高版本中可用。 reportId:Report的ID,找到对应表格并打开,浏览器中URL为https://***.force.com/lightning/r/Report/00OK0000000mQaBMAU/view, Report后面的便是reportId。 showRefreshButton: 是否展示刷新按钮,true...
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 foun...
Reports and Dashboards in Salesforce There are different types of reports in Salesforce. A report is a template that is used by users to display the information in a well-defined form. The report is displayed in a tabular or graphical chart. It can be filtered and grouped. Also, you ca...
Longer reports tend to be more formal, but this isn’t always the case.Salesforceshows how to be informal but still professional in its annual report: The most important thing with reporting language is that you write in a way your audience will understand and relate to. Vertical Reports vs...
He wants a weekly report of all users who have not logged into Salesforce in the last seven days as well as when their login access is set to expire. How would you accomplish this? Customize the Users Report Type to display users who have not logged in during the...
在Search Report Types(搜索报表类型)中输入Opportunities(业务机会),并选择Opportunities(业务机会)。 单击Start Report(开始报表)。 接下来,您将使用 Lightning 报表生成器——一个可视化的报表构建器。报表构建器屏幕上有一些您可以操作的报表字段和筛选器,并且可以预览报表,只显示部分数据...
This part of the guide isn’t necessary for the report builder creation process, but it can be helpful to learn some of these advanced features in case you need them in the future. Report Fields in Salesforce As we said, the field panes include the fields from the report types you previ...
Want a clear view of your sales team’s performance? We explore different types of sales dashboards, what they show, and the key performance indicators to track. Data Culture CRM Analytics Sales Cloud SalesblazerResearch and Reports Trends in Generative AI for Sales Report ...
Want a clear view of your sales team’s performance? We explore different types of sales dashboards, what they show, and the key performance indicators to track. Data Culture CRM Analytics Sales Cloud SalesblazerResearch and Reports Trends in Generative AI for Sales Report ...
Check out these eight essential types of CRM reports you need to use in 2025: Pipeline report Sales performance report Forecasted sales report Lead source analysis report Call report Profitability report Goals report Campaign performance report 1. Pipeline report When it comes to CRM reporting, access...