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 fo...
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...
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...
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. Reports Data Analytics SalesblazerResearch and Reports Trends in Generative AI for Sales Report ...
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...
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...
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. ...
We explore different types of sales dashboards, what they show, and the key performance indicators to track. Data Culture CRM Analytics Sales Cloud Salesblazer Research and Reports Trends in Generative AI for Sales Report Salesforce Staff Sellers across industries are already using generative...
Other types of reports, such as those that make territory assignments clear, should be easily accessible by everyone in sales to avoid confusion. Make Data Fun In other cases, a leaderboard can be created to publicly showcase how close people are to a goal. Remember in the ...
In Salesforce, you see these relationships on every page with “Related” or “Related Lists”. This means that we have two different types of records. In the example below, one is an Opportunity, and one is an Account – they are separate records, but related: ...