An Introduction to Visualforce – SalesForce.An Introduction to Exception Handling – SalesForce.Access Specifiers in SalesForce Cloud Computing - Salesforce.Salesforce Job Roles And Certifications.Salesforce Enhances Its Marketing Cloud With AI And Google Partnership.Salesforce Lightning Interview Questions.An Overview of Salesforce Development Environment.Salesforce Developer Certification, Jobs And Salary Trends.Salesforce Automation Testing With Selenium.User Management And Object Level Security In Salesforce.Master-detail Relationship in Salesforce.How Salesforce Certification Can Boost Your Career?.Top 10 Features of Salesforce Lightning.How To Create Data Modeling In Salesforce?.Controlling the program flow in Salesforce.A Beginners Guide: Choosing The Right CRM Product.Step By Step Guide to Becoming a Certified Salesforce Developer. You can continue your journey and dive deeper by following the links in the Resources sections of this project. Finally, you created some reports and dashboards to monitor and analyze your business data. Next, you added business logic with the formula language and flow builder. You then customized the user experience by using drag-and-drop editors. You started by creating the simple data model and the default user interface for managing suggestions. You did it! You built a simple suggestions management app, all without a single line of code. Choose the donut chart and in the Value dropdown select Record Count.In the Report Search, look for Suggestions: By Status and select it.Click the +Component button to add a component.Type the Dashboard Name as Suggestions Dashboard and create it on the default Private Dashboards folder.Go to the Dashboards tab and click New Dashboard.Dashboards can show data in charts, gauges, tables, and metrics. Create a Dashboardĭashboards in Salesforce are like a dashboard in your car, showing you important information at a glance. The donut chart displays above the report results and shows the total number of open suggestions by status. Click the dropdown by the Edit button and then click Save.In the Chart Title type Suggestions Status and in Value dropdown, choose Record Count.Click the c hart properties gear icon and choose Donut chart.Click Save and then Save & Run which leads to the Report Results view click the Add Chart button to Add chart to this report.Click the Edit button, then in the Groups search, enter Status and select Status.Type Suggestions: By Status as the report name.From the Report Results view of the Suggestions: Status of Open Suggestions report, click the dropdown by Edit and choose Save As.Tabular reports don’t include charts, so let’s copy the report and make a Summary report. It’s often a good idea to give users a visual way to understand the data in your report. (If you don’t want this report to be accessible to everyone, create a folder and give different people different levels of access to it.)Ĭreate a Summary Report and a Report Chart For Folder, click Select Folder and select Public Reports so that everyone can access it.Click Save, and name your report Suggestions: Status of Open Suggestions.In the Filter by Status, change operator to not equal to and change Value(s) to Implemented. In Add filter search, enter Status and select Status. To make sure that you’re viewing only suggestions that still need to be implemented, select Filters.Note: You can also drag the fields from the Fields pane into the Columns section. Similarly, enter Number of Days Open in the Columns search and select Number of Days Open.
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