In the Salesforce App for Android and iOS, users can filter existing list views to see just the records they need. Can You filter Accounts table records from saleforce based on opportunity IDs? Do you want to filter your Accounts table records from your Saleforce based on specific Opportunity IDs? Based on the needs that … Read more
Expand the filter widget across the dashboard. To enable users to filter on the sales rep, click the Filter widget, select the DTC Opportunity dataset and the Opportunity Owner field. Click Create to create a filter based on this dataset field. Filter by Role Hierarchy in Salesforce Classic From the report run page, click Show … Read more
Here is what Salesforce is proposing you : Currently, there is no ability to filter on the Old Value or New Value in a history report, however there are 2 work arounds. Use the Analytic Snapshot aka reporting snapshot and create the report off of the Target Object. Here is what Salesforce is proposing you … Read more
You can place fake outbound calls in sandbox. Inbound calls are not supported.Jan 13, 2022 Can you record phone calls in Salesforce? Despite this, customer and conversion data from phone calls are frequently not recorded in Salesforce at all or it’s left to call center reps to enter it manually. This leaves you with incomplete … Read more
Select the Create Views check box if you want to convert Salesforce list views to separate Conga Grid views. Be aware that if you have hundreds of list views, this option will create separate Conga Grid views for each one. Select a privacy option for the view from the Privacy drop-down list. You can merge … Read more
Related. Salesforce.com users can export Salesforce contact data using the Salesforce Reporting component which includes an Export feature that can create either an Excel (XLS) document or a Comma Separated Value (CSV) file. Can I import my Salesforce contacts to a list? Salesforce is probably the most popular customer relations management (CRM) software available and … Read more
You can generate backup files manually once every 7 days (for weekly export) or 29 days (for monthly export). In Professional Edition and Developer Edition, you can generate backup files only every 29 days. How long does it take for Salesforce exports to complete? Exports will complete as soon as possible, however, Salesforce doesn’t give … Read more
Last two clearly saying its not possible to export reports in pdf format First link is about rendering salesforce data into pdf format but its not about extracting reports into pdf format February 27, 2017 You can not export report into PDF format but Export a printable copy (or xls/csv), then save that file as … Read more
Open Workbench and login with your salesforce.com credentials. Use SOQL query option and input the SOQL query for exporting data. We can use SOQL to export simple data structures. Full Answer How do I export data from Salesforce? You can export data from Salesforce in three formats: CSV, Excel and Google Sheets. Data Export — … Read more
We currently don’t offer the option to export account and lead information from Sales Navigator into a CSV or XLS file. However, if you’re a Sales Navigator Advanced Plus user, you can sync all of your information regarding leads and accounts between Sales Navigator and Salesforce. How do I import leads from Sales navigator to … Read more