接着上一篇做成的数值显示每个状态下的成交额,但是还不能具体的看出每个人完成的业务量,接下来我们使用图表的方式来完善这个Dashboard。 需求分析: 1)Stage可以标识每一个【Opportunity-机会】的状态,Amount是可以存储业绩,成交金额的项目,Type是用来区分业务种类的项目。 例如,Stage具体状态值有如下几种,其中,【成立,不成立
Salesforce的Dashboard功能有哪些主要特点? 项目中经常会用到Report以及Dashboard来分析汇总数据,Dashboard可以指定view as user,如果针对不同的用户需要显示其允许查看的数据,比如 根据role hierarchy来显示数据,需要指定run as login user.但是dashboards runas the logged-in user是有数量的限制的,针对此种情况,就需...
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...
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All of this is done by working with standard objects, such as account, contact, lead, product, opportunity, etc., and advancing relationships between them. Salesforce CRM is hosted on the cloud, which makes it very easy to use and readily accessible from anywhere. Salesforce CRM has an ...
Learn the fundamentals of sales dashboards — what they include, how you build them, and which ones are most important to sales teams.
新規リード、交渉、保留中、クローズなど、セールスパイプラインでの Opportunity のフェーズを表します。
The Salesforce Platform unifies Data, AI, CRM, Development, and Security into a single, comprehensive platform. Learn more about Salesforce’s application development platform.
Dive into our documentation for step-by-step help to connect to Salesforce data, set up a data source, and more. Online Help:Tableau Viz Lightning Web Component Embed Tableau dashboards into Salesforce to give your workforce valuable data right in the flow of business....
A new Salesforce certification experience is coming July 21st. Discover how exams will be delivered in Pearson VUE, what it means for you, and ways to prepare. Learn more. 时间估计 约5 分钟 主题 Learning Objectives Introduction Dashboards Every Sales Leader Needs ...