Report on Salesforce Classic Users(Toggling between Lightning and Classic)
Use LightningToggleMetrics entity. 1. Create a custom Report Type. 2. Create a report using the report type from step 1.
Tag: Reports and Dashboards in Salesforce
How to filter reports based on Role in Salesforce?
Check the help article for additional information.Help Article - https://help.salesforce.com/articleView?id=filter_role_hierarchy.htm&type=5
Chat Drops Salesforce Report
1. Create a custom report type with Primary Object "Chat Transcripts". 2. Select Chat Transcript Events to relate it with Chat Transcript object. 3. Create a Report with the custom ....
Joined Report in Salesforce
A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object ....
Reports Troubleshooting in Salesforce
1. Smart Totaling in Reports in Salesforce “Smart” totaling means that duplicate data is counted only once in any subtotal or total. Salesforce uses “smart” totaling when you run reports ....
How to check Custom Report Type Usage in Salesforce?
Custom Report Type with Reports as the primary object can be used to check Custom Report Type Usage in Salesforce. 1. Create a Custom Report Type with Reports as the ....
Custom Lightning Pages Usage in Salesforce
1. Create a Report Type with LightningUsageByFlexiPageMetrics as the primary object. 2. Create a report using that report type. For additional report types, check the below link https://help.salesforce.com/articleView?id=lex_usage_reports.htm&type=5
Standard Lightning Pages Usage in Salesforce
1. Create a Custom Report Type with LightningUsageByPageMetrics as the primary object. 2. Create a report using the report type. For additional report types, check the below link https://help.salesforce.com/articleView?id=lex_usage_reports.htm&type=5
How to find Accounts with specific Contact Role associated with it in Salesforce?
1. Create a report with Accounts and Contacts Report Type. 2. Select With Contact Roles as the Cross Filter. 3. Add the Role under the Cross Filter.
Reports and Dashboards Folder Share Salesforce
View - Create and Edit their own Reports and Dashboards in the folder. Edit - Create and Edit their own and others Reports and Dashboards in the folder. Manage - View ....