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 will learn to Embed a Report Chart to the Salesforce Record page. We will see the method of embedding or adding a Report chart to a Custom Record Page where we will build the record page from scratch and then activate it into a lightning application. Along with this, we … Read more >>>
In this Salesforce tutorial, we are going to learn about creating an Open Cases By Owner report in Salesforce. We are going to discuss the process of creating an Open case report by owner in Salesforce Lightning and Classic editions. Open Cases By Owner report in Salesforce In Salesforce the support and sales service operations … Read more >>>
In this Salesforce tutorial, we will learn to Create a Revenue by Lead report in Salesforce. We will discuss the process of creating a revenue-by-lead report in both editions of Salesforce i.e. Lightning and Classic. Revenue by Lead Report in Salesforce In Salesforce, a report that shows the data of Revenue generated by Leads during … 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 >>>
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.
Learn how to work with flows in Salesforce with 5 different real time examples.