How to Create the Gauge Dashboard Component in Salesforce? Click “New Dashboard” to create a dashboard. Drag and drop the Guage component. Drag and drop the report from the “Data Sources”. Click the “Attributes” icon to edit the break points. Enter the break points and click “Ok” button. To add GAU Allocations for Campaigns or … Read more
You can use the <analytics:reportChart> component. First, create or customize a report to contain a funnel chart on it. For example: Then take the id of the report, which can be found in the URL, and set the reportId field of the <analytics:reportChart> element. Create a Funnel Chart In the explorer, click. and then select … Read more
Click the Reports tab. Click the arrow next to the Opportunities by Rep report, and select Edit. Click the Filters pane, click Opportunity Status. Select Closed then click Apply. Add a custom summary formula to display the win rate by sales rep: Click the arrow next to Columns and click Add Summary Formula. Edit or … Read more
In the left sidebar click Fields & Relationships. Click New. For the field type, select Formula and click Next. Call your field Account Number and select Text for the formula return type. Edit or create a report. If necessary, group report data. … From the Fields pane, in the Formulas folder, click Add Formula. Enter … Read more
In Setup, use the quick find box to find the Object Manager. Click Account | Fields & Relationships and click New. Select Formula and click Next. In Field Label, enter Future Date. Field Name populates automatically. Select Date and click Next. Enter the following formula: TODAY() + 3 When adding days to a date, Salesforce … Read more
For footer, you have to create custom aura component that will replace the functionality of the flow navigation. Just copy and paste from this link: https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/components_config_for_flow_screens_replace_footer.htm 0:38 7:28 How To Create a Simple Lightning Component Footer for … YouTube Start of suggested clip End of suggested clip And it should create me all the files … Read more
Add a Page Footer. Step 1: Add a Footer. Last but not least, let’s add a footer in the form of another Grid System component. Insert the following code between the <!–. Step 2: Preview. Summary and Next Steps. Verify Step. Full Answer How do I add a footer in Salesforce? Implement Header and Footer … Read more
Use Custom Fonts in Your Experience Builder Site. In Setup, enter Static Resources in the Quick Find box, and then select Static Resources. Click New, upload the file, and give the static resource a name. Keep a note of the resource name. In Experience Builder, open the CSS editor by clicking Theme | | Edit … Read more
Salesforce: Create a follow-up task in Salesforce. Go to Process Builder/Flows in Salesforce Setup and create a process that starts when a record changes. Add the Contact object. Set the process to start when a record is created or edited. Add the criterion: <NPS Last Responded> <is changed> <Boolean> <True>. Add the criterion: <NPS Score> … Read more
In the Digital Experiences app (previously named Salesforce CMS), open the workspace (1) you want to add a folder to. Click Add Folder (2). Enter a name for the folder that doesn’t have forward slashes or trailing or leading spaces. Hello Lucy, yes you can hide report folders. If you hover over the name of … Read more