【右边是用于分类管理的Folder;上面有两个Button,分别是New Report和New Dashboard,通过这两个按钮就可以创建新的Report和Dashboard】 2: 点击New Report的Button我们可以看到如下界面 【在对应Object中打开 Enable Report 选项,那么左侧红框中便会显示对应的Object】 3: 我们选择上图的 'Order with Report Group' ...
Salesforce comes with report types out-of-the-box for all standard objects and standard object relationships eg. “Contacts & Accounts” or “Opportunities with Products”. You can view a list of report types wherever you create a new Report. For the custom objects and relationships you create...
Build it to Believe It: A Spotlight on the Power of Agentforce at Innovation Day Ireland Nov 05, 2024 Artificial Intelligence New Research Shows How AI Agents Can Step In as Consumer Trust Slips Oct 31, 2024 Artificial Intelligence Report: 85% of Manufacturers Say They Must Modernize...
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) 中找到并打开Reports(报表),然后单击New Report(新建报表)。 在Search Report Types...(搜索报表类型)字段中,输入Opportunities(业务机会)。选择Opportunities(业务机会),并单击Start Report(开始报表)。您的“业务机会”对象出现在 Report Preview(报表预览)面板中。
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Many CRMs are approachable, accessible, and easy to use for small or brand-new businesses but don’t work as a business grows.Salesforceis a bit different because it offers CRM solutions that scale alongside your business so you don’t have to worry about outgrowing the software in the futu...
b.部署4步骤:一、在要发布的组织授权部署连接 (Production Org-> Setup -> Deployment Settings -> Specific Sandbox Org -> Allow Inbound Change; 二、创建并上传outbound change set (Sandbox Org-> Setup -> Outbound Change Sets-> New -> 给新的change set命名并保存->添加修改的组件-> 查看/添加依赖...
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