Learn everything about reports and dashboards from our Salesforce reports and dashboards tutorials. This practical and helpful tutorial will help you learn how to create reports and dashboards using Salesforce Lightning and Salesforce Classic with real examples.
In this Salesforce tutorial, we are going to learn how to create a user call activity report in Salesforce. We will understand the uses of this report and also discuss the method of creating this report in Salesforce Lightning and Salesforce Classic edition. While working as a System administrator for an organization that uses Salesforce … Read more >>>
In this Salesforce tutorial, we will learn to Create a Report on Opportunities Stage Duration in Salesforce. We will see how to create a custom report on opportunities stage duration in Salesforce Lightning and Classic editions. Opportunities Stage Duration Report in Salesforce In Salesforce, Stage duration is counted in several days of the staging period … Read more >>>
In this Salesforce tutorial, we will learn to Create a Case Report for the Support in Salesforce. Case reports in Salesforce are created generally for the Customer Support report types and it is possible to create a case report for support in Salesforce Lightning and Classic edition as well. Case Report in Salesforce In Salesforce, … Read more >>>
In this Salesforce tutorial, we will learn to create a report for product schedules in Salesforce. We will discuss creating a report for product schedules in Salesforce Lightning and Salesforce Classic. Product Schedules Report in Salesforce In Salesforce we create a range of custom reports and one such report is the Salesforce Product Schedules report. … Read more >>>
We will learn about how to Create an Average Deal Report in this Salesforce tutorial. Creating an Average Deal Report is possible in both editions i.e. Salesforce Lightning and Classic. This report is not an in-built report in Salesforce, so we will create this report with customization and adding filters. Average Deal Report in Salesforce … Read more >>>
In this Salesforce tutorial, I will explain how to create a win report in Salesforce. We will also discuss creating a win report in Salesforce Lightning using opportunity records. Win Report in Salesforce In Salesforce, win report is a custom report that is created with the data of opportunities. The Win report shows all the deals … Read more >>>
In this Salesforce tutorial, we will learn to Pass a Record ID into Salesforce Flow and for that, we will create a Salesforce Flow with a record ID variable and then pass that flow to the Salesforce records displaying the Record ID. We can pass a Record ID into flow in Salesforce Lightning only because … Read more >>>
We will show demo on the complete process of building your first AI Agent in Salesforce using Agentforce. You’ll learn how agents work and how to connect your agent to Salesforce data to deliver intelligent business outcomes.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.