The team at Salesforce has carefully crafted a unique product keeping in view the needs of business users. Moreover, the ability to extract third-party data and easily integrate with other tools gives Wave Analytics an edge, when compared to other products. Further, its mobile-enabled features help on-field executives to be on top of all updates.
Full Answer
How to embed data into a Salesforce report?
Begin by creating a report in Mode that displays the data you want to embed inside of Salesforce. If you want the report to display different output depending on the context in which the embed is viewed in Salesforce, add parameters.
Can a mode report be embedded into a Salesforce page layout?
A Mode report can be embedded into a Salesforce page layout as a VisualForce page. The embed can be configured so that the underlying Mode report refreshes whenever the page layout is loaded in Salesforce the report can be run with parameters that are derived from Salesforce objects (e.g., a customer ID). For example:
What is a wave dashboard in Salesforce?
Similar to the dashboard in a standard Salesforce instance, the Wave dashboard is a combination of reports (known as “Lenses”) with possible filters, links, images, etc. This is basically a single report based off a dataset in Analytics Cloud.
How to embed Power BI reports in Visualforce?
The report ID can be accessed from the Power BI website. Navigate to the report (which you must own), and the ID will be in the URL. The Visualforce page contains the logic to start the token refresh flow and the configuration required to embed the report. The check for a refresh token is done on the OnLoad method.
Can you embed Salesforce dashboards?
You can embed dashboards using Experience Builder or Visualforce pages. By embedding a Analytics dashboard into a Visualforce page, you can provide an interactive presentation of your data. Users can drill in and explore the dashboard within the frame on the Visualforce page or in a new window in Analytics.
How do I embed a report in Salesforce?
To embed a report chart on object pages, edit the object's page layout with the enhanced page layout editor, then add the chart. After you add a report chart to a page, you can customize it in the Chart Properties dialog box on the page layout editor.
How do I convert a Salesforce report to a dashboard?
Create a DashboardClick the Dashboards tab.Click New Dashboard... button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.
What is the best reporting tool for Salesforce?
Below is an overview, including the advantages and disadvantages, of some of the top Salesforce reporting tools available today, including:Tableau.Klipfolio.G-Connector.Conga Courier.Smartsheet.Zoho Reports.InsightSquared.
Can you add a report to a lightning page?
Click on the name of the new tab and select report from the menu. Drag & drop the report chart element to the report tab to add your reports. Save the Lightning Page and navigate to a campaign to see your reports in action!
How do you display a report in lightning component?
To add a report chart Lightning component to your layout, navigate to an Account record in Salesforce, click the setup cog icon in the upper right-hand corner of the screen, and select “Edit Page” (see screenshot).
What is difference between report and dashboard in Salesforce?
Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.
What type of report Cannot be used to populate a chart in a dashboard?
Tabular reports are best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited.
How do I create a dynamic dashboard in Salesforce?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.
Is Salesforce good for reporting?
Easy Reporting, Simplified Success Superior Salesforce CRM reporting brings all of the benefits of advanced customer relationship management to your reporting processes, and does so in a way that is easy to adopt, simple to execute, and potentially extremely profitable for your organisation.
What are reporting tools in Salesforce?
Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform. Its goal is to enhance critical elements of a business, including marketing, sales, commerce, and service.
What is Tableau Salesforce?
Tableau can help you fully leverage your rich customer data by providing analytics for everyone in your organization. Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data for increased visibility and a deeper understanding of your customers.
What is mode report in Salesforce?
The embed can be configured so that the underlying Mode report refreshes whenever the page layout is loaded in Salesforce the report can be run with parameters that are derived from Salesforce objects (e.g., a customer ID). For example:
Do you need field value pairs for embed?
A field-value pair must be provided for each report parameter (if any are defined) or the embed will not render.
Do you need permissions to create VisualForce?
You must have permissions in Salesforce to create VisualForce objects, change page layouts and access the setup page.
How to send Salesforce data to Wave?
Step 1: Authenticate Salesforce + Wave. ( 30 seconds) Step 2: Pick one of the apps as a trigger, which will kick off your automation. ( 15 seconds) Step 3: Choose a resulting action from the other app. ( 15 seconds) Step 4: Select the data you want to send from one app to the other. ( 2 minutes)
Can you connect Salesforce to Wave?
It's easy to connect Salesforce + Wave and requires absolutely zero coding experience—the only limit is your own imagination. Select a trigger.
What controllers do Salesforce use?
We use two Salesforce controllers: OAuthController and PowerBIController.
Why do people use Salesforce?
Many people use Salesforce to manage their Accounts and keep track of their Opportunities. They often use Power BI to visualize Salesforce data and bring in additional data sources, but that means switching platforms often.
What is Visualforce page?
The Visualforce page contains the logic to start the token refresh flow and the configuration required to embed the report.
What blogpost is the basis for the Salesforce part of the OAuth flow?
Note: we used a DeadlyPenguin blogpost as the basis for the Salesforce part of the OAuth flow.
What is Salesforce authentication?
The authentication flow from Salesforce to Power BI is an authorization code flow. For this flow to work, you must register an application in Azure AD. This establishes an identity for your application and specifies permissions to Power BI REST resources. To register an application, follow this guide.
How to upload a PBIJS file to Salesforce?
Upload the file to Salesforce by navigating from the main page to Setup -> Develop -> Static Resources. Select New , name it ‘PBIJS’ (the script uses this name) and click Save.
What happens when a call succeeds?
Once the call succeeds, the access and refresh tokens are retrieved from the response, as well as the ‘expires_on’ property.
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Mobile CRM from Salesforce
Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.
Mobile CRM from Salesforce
Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more.