Lookup Field Filter in Salesforce Dashboard
Lookup field is supported in Salesforce Dashboard Filter. When you use Lookup field in the Salesforce Dashboard filter, use the record name instead of Id to filter the records. If ....
Tag: Reports and Dashboards in Salesforce
Track Cases and Emails in Salesforce Report
To track Cases and Emails in Salesforce Report, create a Custom Report Type with Case as primary object and Emails as the related object. 1. Create a Custom Report Type ....
How to report on Salesforce Experience Cloud Site Search activities?
Network Search Query Frequency object/entity in Salesforce is used to track and store information about the frequency of search queries performed by the users on the Experience Cloud Sites. "Network ....
Salesforce Report on Knowledge Articles with Topics
1. Create a Custom Report Type on Topic Assignments object/Entity. 2. Create a Report from the Report Type created on Topic Assignments object/Entity. In the Report Filter, Filter by Record ....
How to Track incoming Emails in Salesforce?
Create Report on a Custom Report Type with "Email Messages" object to Track the incoming Emails in Salesforce. 1. Create a Custom Report Type with "Email Messages" object. 2. Create ....
DateTime difference in Salesforce Report Formula
To find the Date Time difference in Salesforce Report Formula, use the DATEVALUE(). Sample Salesforce Report Formula: IF( ISNULL(CLOSED_DATE), DATEVALUE(NOW()) - DATEVALUE(Case.Completed_Date__c), DATEVALUE(CLOSED_DATE) - DATEVALUE(Case.Completed_Date__c) ) As per the above ....
Quick Guide: Track Salesforce Chat Transfers
When the Chat is transferred in Salesforce, Agent Work record is created. So, we can use the Agent Work Object/Entity to track Salesforce Chat Transfers. 1. Create Agent Work Custom ....
Date Time with Seconds in Salesforce Report
For Date Time with Seconds in Salesforce Report, we can create a Row-Level Formula Column. Sample Formula: TEXT( DATETIMEVALUE( CREATED_DATEONLY ) ) Output: Note: The Date Time value is in ....
Salesforce Users Mobile Device Login History Report
To Report on Salesforce Users Mobile Device Login History, create a Report on Users Standard Report Type. Use the Filter on the Report with Login Subtype as 'OAuth User-Agent for ....
Salesforce Percentage Calculation in Report
We can make use of Summary Formula in Salesforce Reports for Percentage Calculation. In the following example, I have calculated Salesforce Case Closures percentage per month by agents. 1. Go to ....