Tag: Analytics
Shortcut to Access Your Most Frequently Accessed Report or Dashboard
#1MinuteTip Here is shortcut to access your most frequently accessed report or dashboard in Salesforce
#SalesforceWinter22 – Verify Logins in Users Reports
#1MinuteTip #SalesforceWinter22 Four new verification history fields in users reports let you view user login verification data.
#SalesforceWinter22 Dynamic Gauge Charts
#1MinuteTip #SalesforceWinter22 With dynamic gauge charts, you’re no longer tied to static goals or performance levels.
Coming Up Soon – Tableau for Slack
#1MinuteTip With Tableau for Slack you can empower everyone with insights, stay on top of your data and make smarter decisions, faster.
#SalesforceWinter22 Inline Editing in Reports Now Available
#1MinuteTip #SalesforceWinter22 Inline editing in Reports is now available and is supported for date, picklist, and lookup fields (Beta).
Playlist on Tableau CRM Training
#1MinuteTip Came across this playlist on Tableau CRM Training containing 54 videos. Check this out on YouTube
Salesforce Tableau CRM Learning Map
#1MinuteTip Start your analytics journey! Set up Tableau CRM (formerly Einstein Analytics), turn on features, and bring data in.
#SalesforceSummer21 – Auto Add Fields to Custom Report Types
#1MinuteTip #SalesforceSummer21 Now, with Auto Add, custom fields that you add to a Salesforce object are added automatically to all the custom report types based ...
Salesforce Report – How To Use Bucket Field in Formula Field
Here is how you can create a bucket field in Salesforce report and then use this bucket field in a formula field
