Tag: Analytics
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
SalesforceSummer21 – Download Dashboard Image to a File
#1MinuteTip #SalesforceSummer21 You can now download the dashboard image as a file and embed it in presentations or anywhere else.
SalesforceSummer21 – Inline Editing in Reports (Beta)
#1MinuteTip #SalesforceSummer21 Inline Editing in Reports - With inline editing, you can update certain types of fields without leaving the Report Run page
Rename Columns in Report without Renaming Fields
#1MinuteTip Do you know that with Custom Report Types you can rename the columns in report without renaming the fields.
Export Report in XLSX Format
#1MinuteTip #SalesforceSpring21 Get report exports in the format you want. When exporting a report, you can select .xlsx, .xls, or .csv as the format.
Conditional Highlighting in Reports in Salesforce
#1MinuteTip With conditional highlighting you can draw your user's attention quickly to the important data points.
