Salesforce Service Cloud rerouted phone calls Report
When the incoming calls are not attended by the Agents, there will be an entry in Agent Work entity with the status "Unavailable". 1. Create a Custom Report Type on ....
Tag: Reports and Dashboards in Salesforce
Agent Work Report in Salesforce
Whenever records are routed to the agents via Salesforce Omni-Channel, they are routed using Agent Work Object/Entity records. 1. Create Agent Work Custom Report Type. 2. Create a Report using ....
Report on Decline Requests in Salesforce Omni-Channel
Sample Presence Decline Reasons: To report on Agents Decline Reasons, use the following steps. 1. Create a Custom Report Type on Agent Work object. 2. Create a Report using the ....
Salesforce Dashboard Refresh Limits
1. Salesforce supports only 200 per hour per org for Dashboard refreshes. 2. A dashboard can be refreshed using Refresh button every minute(60 seconds). 3. Dashboard can have 20 components. ....
How to Auto Refresh Salesforce Dashboard in Lightning Experience without sending email?
To Auto Refresh Salesforce Dashboard in Lightning Experience without sending email, disable "Receive new results by email when dashboard is refreshed" when scheduling the Dashboard. 1. Open the Dashboard. 2. ....
How to set session to high assurance when exporting or printing Report Export in Salesforce?
Security over Salesforce Report Export is a very good practice. This will make sure to avoid data theft. We can set session to high assurance when exporting or printing Report ....
How to find number of Chats completed every day and hour in Salesforce using report?
1. Create a Custom Report type for Chat Transcripts object. 2. Create a report using the report type created from the step1. 3. Create a formula field in the Report ....
Report on Total Views on Knowledge Article in Salesforce by Internal Users
1. Create a Custom Report Type.2. Use Knowledge Articles as Primary object and Article View Statistics as the related object. 3. Use the Custom Report Type and create the report. Set ....
Salesforce Omni-Channel Agent Presence Status Real Time Report
To find current agents who are Available and and On Break in Salesforce Omni-Channel, use the following steps: 1. Create a Report as shared in the following link:https://www.infallibletechie.com/2022/03/salesforce-omni-channel-agent-presence.html2. Set End Date ....
Salesforce Omni-Channel Agent Presence Status Report
Report on User Presence entity can be used to track the History of Omni-Channel Status by users/agents in Salesforce. Report on User Presence entity can be used to track Salesforce ....