how to add monthly data to salesforce account

The safest option is to follow the above advice and add 30 days to roughly add a month. The alternative is to base a formula on breaking down the components of the date and reconstructing it afterwards: e.g. DATE (YEAR (SLAExpirationDate__c), MONTH (SLAExpirationDate__c) + 1, DAY (SLAExpirationDate__c))

Full Answer

How do I create an account dataflow in Salesforce?

In New Dataset, click Salesforce Data. Name your dataset AccountDataset. Choose the Add to new dataflow option. Enter AccountDataflow, then click Next. Select the Account object and click + to select Account fields. Select the fields Account Name and Account ID.

Can you report by month and year in Salesforce?

Reporting by Month and Year with Salesforce Reports You may have the requirement to report by month and year. If you have tried that, you will find that the standard reporting features may not provide you with what you are looking for. Lets say that you would like to report on the number of closed opportunities over the last 3 years.

How to import and update records in Salesforce?

Go over your object tab in your Salesforce instance and click on ‘Import’ for starting the import. Choose which object type you wish to import or update. Choose whether you want to import new records, update existing records, or do both at the same time.

How do I create a dataset in salesforce analytics studio?

Go to Analytics Studio. (It should already be open in another tab; if not, from the App Launcher ( ), find and select Analytics Studio .) Click Create, then select Dataset. In New Dataset, click Salesforce Data. Name your dataset AccountDataset.

How to Import Data in Salesforce?

Salesforce Import Wizard: The Salesforce Import Wizard was developed by Salesforce.com and is touted as a simple tool for accounts, contacts, leads, solutions, and custom objects. This is available absolutely free of cost and helps to prevent duplicate data from being loaded. It’s simple interface is also great for new users.

How do I import Excel data into Salesforce?

Import Excel data into Salesforce by exporting the Excel sheet to a CSV format file (comma-separated values).

How do I import a CSV file into Salesforce?

Importing data from a CSV file into Salesforce is simple when following these steps:

What are the benefits of using the data import wizard to import data into Salesforce?

Generally, the import wizard is a bit more intuitive and user-friendly. The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, person accounts, and custom objects. You can also mass upload data as leads in Salesforce.

What permissions do I need to import records?

You need different permissions to import records with Data Loader and Data Import Wizard. Here, you can find a detailed list of the permissions needed to import records.

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Turbocharge Your Dataset with More Data

The Page Views (URI) dashboard doesn’t show account records, only URIs like /apex/SOQLQuery and/lightning. We customize the dashboard to add object names and types so that we can review which account records (if any) Bob has accessed.

Fortify Your AccountDataset

Let’s fortify your new AccountDataset with data from the existing URIWithUsers dataset, which is the dataset that the prebuilt Page Views dashboard uses. Salesforce has already denormalized the user IDs to make them into human-readable usernames.

Customize the Page Views Dashboard

First, let’s make a copy of the Page Views dashboard and call it Account Page Views.

Wrap Up

Congratulations on a patient job, carefully done. Julie just sent you an email telling you about the lunch she’s going to take you to at your favorite place next time she’s in town. Awesome.

Quiz

1 Which of these is an example of why you would add data to an existing dashboard?