The first is located within the Company Information section within Setup. The figures are stored within the API Requests, Last 24 Hours field. The second is through a standard report available in the standard Administrative Reports folder.
Full Answer
How do I create a report in Salesforce?
Create Report and Dashboard Folders 1 If you're not currently in the Sales app, click the App Launcher and select Sales. 2 Click the Reports tab. 3 Click New Folder and enter the details. ... 4 For Folder Label, enter Global Sales Reports. 5 Click in the Folder Unique Name text box to auto-populate the unique name. ... 6 Click Save. More items...
Are there Salesforce reports and dashboards?
Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier.
What fields available on Salesforce Knowledge Reports?
Fields Available on Salesforce Knowledge Reports Chat Session Reports Report on Partners Report on Relationship Groups Enable the Account Owner Report Report on File Search Activity Report on Chatter Top 100 Feed Item Views with Interaction Count... Related Articles and Questions Reports Community Case Deflection from Discussions and Articles
What data is returned from a Salesforce report?
When True, all report results are returned. When False, results are returned for the same number of rows as a report run in Salesforce. For reports that have too many records, use filters to refine results. Summary level data or both summary and detailed data for each row or column grouping.
How do I find field API name in Salesforce report?
This article will go through how find the API Name of all objects in Salesforce....Custom Fields in Lightning ExperienceGo to Setup.Click Object Manager.Locate and click the object.In the sidebar, click Fields & Relationships.Locate the field label.Check the 'Field Name' column name value.
Where do I find API info in Salesforce?
0:342:29How to Find Your Salesforce Edition and API Version in LightningYouTubeStart of suggested clipEnd of suggested clipInformation page to identify the current api version go back to setup. Type api in the quick. FindMoreInformation page to identify the current api version go back to setup. Type api in the quick. Find then click api under integrations click generate enterprise wizal click generate on the next.
What is report folder in Salesforce?
Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.
How can I see who has access to a report folder in Salesforce?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
Where do I find my Salesforce API key?
To retrieve the key and secret:Login to Salesforce with the target user account.Select App Setup and click Create > Apps.Open the Connected App target and retrieve the Consumer Key and Consumer Secret from the API (oAuth) section. The Consumer Secret may be protected by a Click to reveal link.
Does Salesforce have an API?
Salesforce Data APIs They are REST API, SOAP API, Bulk API, and Streaming API. Together they make up the Salesforce data APIs. Their purpose is to let you manipulate your Salesforce data, whereas other APIs let you do things like customize page layouts or build custom development tools.
How do I manage a report folder in Salesforce?
Managing FoldersTo access report and dashboard folders, click the Reports or Dashboards tab.To access document folders in Salesforce Classic, click the Documents tab.To access library folders in Lightning Experience, click the Files tab, and then click Libraries.More items...
How do I create a report folder in Salesforce?
Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. ... Choose a folder visibility option.Click Save.
How do I give access to reports folder in Salesforce?
Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Report Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
Who can modify access to report folders?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
How do I view someone else's report in Salesforce?
Note If you have “View All Data” or “View My Team's Dashboards,” you can preview the dashboard edit page as a different user. To change the running user from the dashboard view page, select Let authorized users change running user . In the View dashboard as field, enter a running user. Save your dashboard.
Why can't a user see a report in Salesforce?
Make sure you have "Read" access to all the Objects the Report references. If any of the Objects are part of a Managed Package that requires licenses, check that you have an assigned license. If it is an Administrative Report, verify the "View Setup and Configuration" permission is on your Profile.
Introduction
Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier.
Benefits of Reports and Dashboards
You and your sales and marketing managers benefit from reports and dashboards in these ways:
Your Stakeholders' Reporting Needs
In this project, you'll get hands-on practice building reports and dashboards on the Salesforce platform from start to finish. Let's see the reports and dashboards you'll build for each of your stakeholders to track key business information.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live. You can find a link to the full session in the Resources section.
Create Report and Dashboard Folders
You've received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.