How do I run reports in Salesforce?
Available in: both Salesforce Classic ( not available in all orgs ) and Lightning Experience Available in: Essentials, Group, Professional , Enterprise, Performance, Unlimited, and Developer Editions To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name.
What are notifications in Salesforce?
Notifications let your users know when certain events occur in Salesforce. For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter. You can enable or disable notifications on the Salesforce App Notifications page in Setup. Notifications are enabled by default.
What are the Admin responsibilities of a Salesforce Org?
This guide is broken into categories, as admins have wide-ranging responsibilities: Having a healthy and efficient Salesforce Org is critically important for both the speed of your Org and its long-term health. Do perform the Salesforce Health Check on your Org and take the necessary recommended actions under the ‘Fix Risks’ button.
How often does Salesforce release new features?
Let’s break down the Salesforce Release process and answer commonly asked questions about releases. Three times a year, Salesforce releases new features and updates to our technology, enabling users everywhere to take advantage of the latest and greatest that our platform has to offer!
What happens when you run a report in Salesforce?
0:113:09How to Run a Report in Salesforce – Lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipA report in salesforce is a list of data within the system based on user specified criteria.MoreA report in salesforce is a list of data within the system based on user specified criteria.
What is reporting notification in Salesforce?
In Salesforce Classic, subscribe to a report to receive report notifications periodically when the metrics you care about most meet certain conditions. Set the conditions that trigger notification, and specify if you want to be notified via Salesforce app notifications, Chatter, or email.
Can you get notifications from Salesforce?
Notifications let your users know when certain events occur in Salesforce. For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter. You can enable or disable notifications on the Salesforce App Notifications page in Setup.
Can Salesforce reports be sent to non users?
Send report results to non Salesforce users by email With our Report Sender App you can send reports to any email address including non-Salesforce users. The recipient gets the report as an attached file in user friendly Excel format.
What is report notification?
The Notifications report provides an overview of all notifications within the system, and can be used to monitor system activity during periods of load. The report contains data when the system is busy creating and delivering notifications.
How do I trigger alerts in Salesforce?
Trigger Threshold AlertsLaunch Social Studio Automate with Social Studio/Radian6 credentials.Select Rules.Choose either a managed account or a keyword groups data source that are running in ‘Real-time’ type.Choose Apply Threshold Alert’ from the available list of actions.
What is a Salesforce alert?
Email alerts are emails generated by an automated process and sent to designated recipients. These actions consist of the standard text and list of recipients for an email. You can associate email alerts with processes, flows, workflow rules, approval processes, or entitlement processes.
How do I create a pop up notification in Salesforce?
On a Salesforce record page, click and select Edit Page. Alternatively, open the page that you want to add the PopUp component to in Community Builder. Drag and drop the PopUpcomponent to the page.
How do I turn off notifications in Salesforce?
Disable the Salesforce Notification BannerFrom Setup, enter User Interface in the Quick Find box, then select User Interface.Deselect Enable Salesforce Notification Banner.Click Save.
Can Salesforce report be send to external user?
Peeklogic Report Sender AppExchange App Peeklogic Report Sender allows to send a Salesforce Report to external users who outside Salesforce CRM.
Can community users subscribe to reports?
My question was about subscribing to reports, not viewing reports. I had contact with salesforce in the meantime and discovered that this option is not available for Community Users. Workaround is that some one with a full salesforce license subscribe community users to a report.
Can you email a report from Salesforce?
You can email users and groups who have Salesforce accounts for delivery to email addresses that are set on their Salesforce profiles. Per Schedule a Report for Refresh, You can send reports only to email addresses included on Salesforce user records.
What is Salesforce notification?
Notifications let your users know when certain events occur in Salesforce. For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter.
What is push notification?
Push notifications are alerts that appear on a mobile device when a user has installed Salesforce for Android or iOS but isn’t using it. These alerts can consist of text, icons, and sounds, depending on the device type.
Real-time Salesforce admin tasks
Administrators will occasionally need to resolve user problems in real time. A report may not run this week, or a process may break in mid-stream. Expect to devote two hours per week to these activities for every 100 users you have:
Weekly Salesforce admin tasks
Many duties seem to follow a weekly cycle. A lot of things that were working fine last week will go wrong Monday morning-don’t ask me why. A couple of tasks also need to be done once a week on the day of your choice. Overall, these tasks require two to six hours per week.
Monthly Salesforce admin tasks
A few activities can only be done once a month but nonetheless need to be done more often than once a quarter. In all, this monthly cycle will take one or two days’ effort.
Quarterly Salesforce admin tasks
There are a lot of items in the following list that will occupy you for one to three days per quarter. However, the first two are mission critical, and the resulting files should be kept forever. You’ll thank me when a pesky plaintiff attorney goes into a discovery process on Salesforce.com data.
Annual Salesforce admin activities
The main responsibility here is to capture data that will fall “over the horizon” or need to be archived for compliance reasons. These tasks will take three to six days per year.
How the chores need to be done
This is where the art comes in, because there are too many ways to blow it over the long term, even though you’ve done the details above according to the schedule. You have to start with a perspective that might seem a little self-contradictory:
Why use trailhead in Salesforce?
Do use Trailhead. Salesforce Admins should use Trailhead to keep up with new functionality and broaden his or her skillset.
When did Jeff start working for Salesforce?
Jeff began working in the Salesforce ecosystem in 2004, and he has helped a variety of organizations transform their businesses.
How many dynamic dashboards per Org?
Don’t forget about governor limits that you may run into. For example, an Org only gets 50 criteria-based sharing rules per object. Another limit is only 10 Dynamic Dashboards per Org (for most).
Do login as user help troubleshooting?
Do ‘Login As-User’ to assist with troubleshooting, and recreate the issue. Oftentimes, an issue is user training (to be polite), not a system bug.
How often does Salesforce release new features?
But what does that mean? Let’s break down the Salesforce Release process and answer commonly asked questions about releases. Three times a year, Salesforce releases new features and updates to our technology, enabling users everywhere to take advantage of the latest and greatest that our platform has to offer! As an #AwesomeAdmin, getting the benefits from these releases is made even easier by knowing the basics and best practices.
How often does Salesforce release?
A Salesforce Release is how Salesforce delivers new features and functionality to our customers. They occur three times per year (Spring, Summer, Winter timed with the northern hemisphere seasons), and new features are often based on input from the Trailblazer Community via a prioritization process.
What is beta in Salesforce?
BETA – This phase involves rolling a feature out publicly for testing. BETA features are normally given limited Support as they are not yet fully functional or finished features. Generally Available (GA) – Once a feature has passed the Pilot and BETA testing phases, it will be formally included in a Salesforce Release.
How long before a release is available in your org?
About 1 month before the release goes live in your org, you can sign up for a pre-release org. Around 3 weeks away, you’ll see the Sandbox preview and be able to earn the release badge on Trailhead. Around 2 weeks out is when you can watch our panel of #AwesomeAdmin experts and product managers on Release Readiness Live.
What is the most important thing about being an admin?
This is especially true during releases. Being able to think through which features are meaningful to your users and how they will utilize them is a skill that will set you and your company up for success with adoption and productivity. A great way to think about it is, “What end-user features will be most helpful to my users?”