Tag: Analytics
Select Multiple Fields When Creating Reports
#1MinuteTip #SalesforceSpring21 You can now drag and drop multiple fields to your reports.
Display Report Charts in Utility Bar
#1MinuteTip Do you know that you can add a link to the chart in Utility Bar also?
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.
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.
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 & ...
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.
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.
Einstein Analytics Training Videos
Einstein Analytics Training Videos - Master Einstein Analytics with this playlist of 32 detailed walkthrough videos on YouTube
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 ...