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 ....
Tag: Reports and Dashboards in Salesforce
Salesforce Report on Converted Leads grouped by Month
Salesforce Lead Report grouped by Converted Date's Month can be used to Report on Converted Leads grouped by Month. 1. Go to Reports tab. 2. Click "New Report" button. 3. ....
How to find each agent accepted Salesforce Omni-Channel Work Items per day?
Accept Date(AcceptDateTime) on Agent Work is populated when the agent accepts the Work Item(Case, Chat, Messaging Session, etc.) via Omni-Channel Widget. So, we can use this field to to find ....
Check Salesforce Reports and Dashboards Subscriptions for an User
Option 1 - API: Report Subscription: https://{Your Domain URL}/services/data/v56.0/analytics/notifications?source=lightningReportSubscribe&ownerId=0053t00000AG695AAD Dashboard Subscription: https://{Your Domain URL}/services/data/v56.0/analytics/notifications?source=lightningDashboardSubscribe&ownerId=0053t00000AG695AAD Option 2 - SOQL: SELECT Id, CronJobDetailId, State FROM CronTrigger WHERE CronJobDetail.JobType = 'A' AND OwnerId ....
How to find Salesforce Reports usage in Dashboards?
Salesforce Custom Report Type on Reports with Dashboard Components can be used to find Reports usage in Dashboards. 1. Create a Custom Report Type on Reports with Dashboard Components. 2. ....
How to create a Joined Report in Salesforce Lightning Experience?
To create a Joined Report in Salesforce Lightning Experience, check the following steps. 1. Go to Reports Tab. 2. Click New Report button to create a Report. 3. Select Report ....
How to find Visitor Wait Time to Chat in Salesforce?
1. Create a Report Type for Agent Work entity. 2. Create a Row Level Formula field in the Report using the below formula. (AgentWork.AcceptDateTime-AgentWork.CreatedDate)*24*60*60 Output: https://youtu.be/xsSkCRKelLc
How to check Cumulative Count in Salesforce Report?
1. Create a report. 2. Group it using a field/column. 3. Use Add Chart and add a Line Chart. 4. Select "Cumulative" option. Output: https://youtu.be/Mg0-taAAj8A
How to group Opportunities between Step 1 through Step 3 and Step 4 through Step 5 in Salesforce Report?
Bucket Column can be used to group Opportunities between Step 1 through Step 3 and Step 4 through Step 5 in Salesforce Report. 1. Create a Step picklist field in ....
How to move a Report to Public Reports Folder in Salesforce Lightning Experience?
1. Edit the Report. 2. Select Properties. 3. Click Select Folder. 4. Click All Folders. 5. Click Public Reports Folder and click Select Folder. 6. Report will be now in ....