How to Export Salesforce Report to Excel

how to export data from salesforce into excel

There are various reasons to export Salesforce report to Excel, such as access to reports without an internet connection, studying and exploring data in new ways, easily sharing reports with others, and moving report data from Salesforce to other systems. In this Salesforce tutorial, I will explain how to export data from Salesforce into Excel. … Read more >>>

How to Create a Report in Salesforce

how to create tabular report in salesforce

Do you want to analyze the data in Salesforce.org? If so, Reports in Salesforce can help you gain insights into your data. In this Salesforce tutorial, I will explain each and every concept of Salesforce Reporting, from reports in Salesforce to how to make a report in Salesforce. You will also learn how to create … Read more >>>

How to Create a Dashboard in Salesforce

salesforce dashboard components

The Salesforce dashboard allows users to visualize performance and data points from reports and identify trends. Dashboards in Salesforce are one of the most searched topics, so I decided to write a complete article on how to create a dashboard in Salesforce. In this Salesforce Dashboards tutorial, I will explain the Salesforce dashboard, salesforce dashboard … Read more >>>

How to Create a Dynamic Dashboard in Salesforce

Dynamic Dashboard in Salesforce Lightning example

In Salesforce, the dynamic dashboard provides individualized data relevant to specific logged-in users. It shows data that the user has access to. In this Salesforce tutorial, we will learn about creating a dynamic dashboard in Salesforce. We will see what a dynamic dashboard is, its uses, and what to consider while creating one. Additionally, we … Read more >>>

How to Create Scatter Chart Dashboard Component in Salesforce

How to create Scatter chart dashboard component in Salesforce

In Salesforce, the scatter dashboard component shows the relationship between the two groups of data in the report. In this Salesforce tutorial, we will learn about creating scatter chart dashboard components in Salesforce. We will see what the scatter dashboard component is, its uses, and what to consider while creating it. Additionally, we will see … Read more >>>

Lightning Table Dashboard Component in Salesforce

Tabular Dashboard in Salesforce Classic

In Salesforce, we can create a lightning table dashboard component using a tabular report and a grouped report. In this Salesforce tutorial, we will learn about creating a Lightning Table dashboard component in Salesforce. We will learn what a lightning table dashboard component is, its uses, and what to consider while creating one. Additionally, we … Read more >>>

How to Create a Funnel Dashboard Component in Salesforce

Funnel dashboard component in Salesforce Classic

In Salesforce, funnel charts are used when we have a grouping report and need to show the partition among them. We can compare the value and measure it throughout the process. In this Salesforce tutorial, we will learn about creating the funnel dashboard component. We will also learn what a funnel chart is, its uses, … Read more >>>

How to Create a Metric Dashboard Component in Salesforce

Metric dashboard component in Salesforce Lightning

In Salesforce the metric chart component used to represent the graphical representation of records that associated with numeric value. The dashboard helps us visually understand changing business conditions so we can make decisions based on the real-time data you have gathered with reports. In this Salesforce tutorial, we will learn about the metric dashboard component … Read more >>>

How to Create Gauge Dashboard Component in Salesforce

Create gauge dashboard component in Salesforce Lightning

In Salesforce, the gauge dashboard is used to display the final value or shows how close you are reaching a goal or target. It indicates the progress towards the goal. In this component the target cannot be smaller than initial value. For example, an organization is going to launch a campaign and for that they … Read more >>>

How to Create a Line Chart Dashboard in Salesforce

Create new line chart dashboard in Salesforce

In Salesforce, the line chart dashboard is very useful for tracking the organizations’ sales performance and growth or negative growth. In this Salesforce tutorial, we will learn about the line chart component dashboard in Salesforce; we will see what the dashboard is, what the line chart dashboard is, what things should be considered while creating … Read more >>>