properties filter, group, sort description a list of the global picklist values. description type string properties filter, nillable, sort description a picklist value’s description. it’s useful to include a description for a picklist value so the reason for creating it can be tracked. lim...
Use the setting—Order Status Mapping to map the WooCommerce order status with the Salesforce order status in your dashboard. You can also use the Condition Filter as per your requirements. Click on the Update button to save your changes in the default feed.5.7...
audience criteria input custom recommendation audience input custom recommendation definition input dashboard component snapshot input data cloud calculated insight input data cloud identity resolution config input data cloud identity resolution config patch input data cloud identity resolution m...
You now have an analysis with a filter on theAccountNameparameter. In this example, the dashboard is created so that when the parameter is Manager, it will display all five rows. If the parameter is one of the five states, the dashboard will only display that state’s value. And if t...
A CRM stores and helps analyze and filter data, but how does that help your business grow? CRM platforms do more than track your current or prospective customers. They also offer a range of features designed to streamline the process of running a small business. ...
Rolesare one of the ways you can control access to records. They also impact reports (e.g. “My Teams” filter). Roles come into play if your security model (OWDs) are set to private. Profileshelp determine record privileges. Assuming the User can see the record, Profiles determine what...
Filter the grid by values of a particular field with the click of a button using Quick Filters. Show parent records with or without child object records by setting cross object filters. Search 50x more records than native CRM search and other grid solutions, search across field types, and sea...
仪表板(Dashboard) 仪表板可以将源报告作为可视化组件来显示数据。它可能是图表、计量表、表格、度量项或页面。这些组件为你的组织提供了关键指标和绩效指标的快照。每个仪表板最多可包含20个组件。(A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics...
I also like that I can click on column headers to quickly sort and filter by values. The one big gotcha though is you cannot do inline edit on the user list view. Be sure to vote for this idea as it will be a huge time-saver for editing multiple users at once. Even without this...
Dashboard filter options:Dashboard filtersrock! Unless you need more than 10 of them. But wait – there is hope! You can have the limit on dashboard filters raised from 10 filters to up to 50. Sharing rules per org:If you’re a security watchdog like me, you’ve probably built out...