Select your date field from the list of available fields and click ‘Add Filter Value’ Change the operator to ‘between’ Leave the date type as ‘Calendar’ Choose a ‘Start Date’ and an ‘End Date’ You can rename the display text for your filter if required Click ‘Apply’ Go to the Dashboard you wish to modify … Read more
How do I hover details in Salesforce? You need not click on your field links to open the hover details box. Simply let your mouse pointer linger above the link, and you’ll instantly see the hover details box. Here’s an example to give you a clearer picture of how hover details work. Go to the … Read more
Navigate to Contacts > Marketing Lists Hover over the All Salesforce Leads/Contacts Lists, and click the drop-down arrow Click Import/Export > Salesforce.com Sync Setup Click Add List Columns in the Pull from Salesforce section Input Node: Add Data to the Recipe In the recipe, select the Add Data button ( ). Select the input data … Read more
Select Settings → Data Sources → Add Data Source. This opens the Add Data Source screen. Select Salesforce. This opens the Configure Salesforce screen. Create Data Sources Select Data Sources. Click Add Data Source. Enter a name in Name Your Data Source. Choose a Salesforce Connection Type. Choose a Data Source type. … Select either … Read more
How do I import data from another database in Salesforce? 1 Select External Data > New Data Source > From Online Services > From Salesforce. 2 Do one of the following: To import, select Import the source data into a new table in the current database. … 3 Select OK. How to integrate Salesforce with … Read more
Embed a Dashboard in a Home Page From the App Launcher ( ), find and select the Sales app. In Sales, click the Setup icon at the upper right, and then click Edit Page. In Lightning App Builder, drag Einstein Analytics Dashboard component from the list on the left to the lower part of the … Read more
Click Customize Page in the “Dashboard” section of the Home tab. Select a dashboard to be the Home Page default. Click Save. Select a Default Home Page Dashboard within Salesforce Classic Click Customize Page in the “Dashboard” section of the Home tab. Select a dashboard to be the Home Page default. Click Save. Full Answer … Read more
Embed a Dashboard in a Home Page From the App Launcher ( ), find and select the Sales app. In Sales, click the Setup icon at the upper right, and then click Edit Page. In Lightning App Builder, drag Einstein Analytics Dashboard component from the list on the left to the lower part of the … Read more
Select a Default Home Page Dashboard within Salesforce Classic Click Customize Page in the “Dashboard” section of the Home tab. Select a dashboard to be the Home Page default. Click Save. Select a Default Home Page Dashboard within Salesforce Classic Click Customize Page in the “Dashboard” section of the Home tab. Select a dashboard to … Read more
Steps to Embed Analytics Dashboards in Salesforce Lightning Pages Navigate to your home page or a record page for the object you want to edit. Go to the top cog icon and just click ‘Edit… The App Builder is magic! Drag the component ‘Einstein Analytics Dashboard’ and select which active dashboard you want… More … … Read more