Tag: Analytics

1 Minute Tips

Select Multiple Fields When Creating Reports

#1MinuteTip #SalesforceSpring21 You can now drag and drop multiple fields to your reports.
1 Minute Tips

Display Report Charts in Utility Bar

#1MinuteTip Do you know that you can add a link to the chart in Utility Bar also?
1 Minute Tips

Auto Add New Custom Fields to Custom Report Types (Beta)

#1MinuteTip #SalesforceWinter21 Now you can turn on the option to auto add new custom fields to all the custom report types based on that object.
1 Minute Tips

Get Report Results Delivered by Email as an Attachment

#1MinuteTip #SalesforceWinter21 Now you can get the latest report results delivered to your email inbox as .xlsx or .csv attachment.
1 Minute Tips

Report on Objects and Fields Defined in Salesforce

How to report on objects and fields defined in Salesforce? You can now create a report from custom report type based on Entity Definition & ...
1 Minute Tips

Subscribe to Reports and Dashboards By Group or Role

When you’re setting up a report or dashboard subscription, you can add subscribers to your Reports and Dashboards by Group or Role.
1 Minute Tips

How to Find Out when a Report was Last Run in Salesforce?

Here is how you can find out when a Report was Last Run in Salesforce and housekeep accordingly.
1 Minute Tips

Einstein Analytics Training Videos

Einstein Analytics Training Videos - Master Einstein Analytics with this playlist of 32 detailed walkthrough videos on YouTube
1 Minute Tips

Find Records Faster with Search Report Table Feature

The report table search makes it easy for you to search for records in a report so that you spend less time looking for the ...
Scroll to Top
Introducing All Access Pass