Create a Dashboard Click the Dashboards tab. Click New Dashboard. Name your dashboard All Opportunities . Leave all other fields as is and click Create. Click + Component. For Report, select Opportunities by Stage. Click Select. … For Display As, select Vertical Bar Chart and click Add. Click Save. Click Done. More items… How do … Read more
Create a Dashboard Click the Dashboards tab. Click New Dashboard. Name your dashboard All Opportunities . Leave all other fields as is and click Create. Click + Component. For Report, select Opportunities by Stage. Click Select. … For Display As, select Vertical Bar Chart and click Add. Click Save. Click Done. More items… How do … Read more
Create a new dashboard folder called Global Sales Dashboards: Click the Dashboards tab. Click New Folder and enter the details. For Folder Label, enter Global Sales Dashboards. Click in the Folder Unique Name text box to auto-populate the unique name. Don’t worry, the unique name of this folder isn’t checked. Click Save. Create a new … Read more
You can create custom summary formulas by navigating to the Fields pane, where, at the top, you will see the formulas folder icon. By double-clicking on the Add Formula option, you can define it and then click on OK. Double-click Add Formula in the Fields pane. In the Custom Summary Formula dialog, under Functions, select … Read more
From Setup, enter Report Types in the Quick Find box, then select Report Types. If the Custom Report Type welcome page opens, click Continue. Click New Custom Report Type. Select the Primary Object for your custom report type. … Enter the Report Type Label and the Report Type Name . More items… How do I … Read more
Creating custom reports in salesforce Define custom report type template. select related object. Specify the layout to display custom fields in custom report type. Create a report from the custom report type template to verify that the object and field definitions are correct or not. Full Answer What are the benefits of creating reports in … Read more
Create a custom field with a lookup filter. From Setup, click the Object Manager tab. Click Case, then click Fields & Relationships. Click Contact Name, then click Edit. In the Lookup Filter section, click Show Filter Settings. Click the lookup icon and choose Contact Name, then Account ID, then click Insert. To create a lookup … Read more
Yes, we can we create a custom field through Salesforce Apex. Once you have imported the code, you can go back to your Salesforce account, and search for “apex classes.” Click the “new” button, then paste the metadata from this website. Once you have imported the code, you can go back to your Salesforce account, … Read more
Creating custom reports in salesforce Define custom report type template. select related object. Specify the layout to display custom fields in custom report type. Create a report from the custom report type template to verify that the object and field definitions are correct or not. More … You cannot create a custom field in a … Read more
To create Salesforce Lightning Components, log in to your Salesforce developer account and navigate to Developer Console. Now go to File | New | Lightning Component. Name the lightning component with your desired name and click on Save button. Create a Component to Use in the Lightning App Builder Click the gear icon ( … … Read more