Tag: Analytics

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 ...
1 Minute Tips

Turn Off Automatic Report Preview

#1MinuteTip Introduced in Spring '20 release, you can edit reports faster by turning off automatic preview updates.
Analytics

Step By Step Guide To Custom Report Type in Salesforce

Learn how to create Custom Report Type in Salesforce and define the report layout with granular control on sections, fields & default selection.
Analytics

How to Report on Objects and Fields Defined in Salesforce

Step by step guide to generating a report on objects and fields defined in Salesforce. Use this to document the schema in your org for ...
Analytics

Take a First Look at Salesforce Analytics

What is Salesforce Analytics, How to use it. Take a first look at Salesforce Analytics
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