To connect to Salesforce Reports data: Select Salesforce reports from the product-specific data connector list, and then select Connect. In Salesforce reports, choose the URL you want to use to connect.
Full Answer
How do I connect to Salesforce reports data?
To connect to Salesforce Reports data: Select Salesforce reports from the product-specific data connector list, and then select Connect. In Salesforce reports, choose the URL you want to use to connect.
What can I do with the new Salesforce PowerPoint integration?
It is a very powerful tool with many integrations, but Salesforce PowerPoint integration has never been available until now. What Can I Do With Salesforce PowerPoint Integration? For our experienced DataPoint users, the new Salesforce PowerPoint integration gives you another powerful source for data-driven presentations.
What are reports and dashboards in Salesforce [PPT]?
Reports and Dashboards in salesforce [PPT] Salesforce CRM offers a very intuitive dashboard. This is how you get to the report, dashboard and analysis tool that helps you and your team understand what’s going on with the business. This is the most important page in the entire tool.
How do I connect to Salesforce data in Power BI Desktop?
For example, you'll be asked if you want to allow Power BI Desktop to access your Salesforce data. Select Allow. In the Navigator dialog box, select the Salesforce Reports you want to load. You can then either select Load to load the data or select Transform Data to transform the data. To connect to Salesforce Reports data:
How do I convert reports to PowerPoint?
Microsoft PowerPoint must be installed on your machine for the conversion to be possible.Click. (Reports tab > Reports panel > Edit Report).Click Next until the Report Layout page appears.Select Microsoft PowerPoint Presentation from the Report Format drop down list.Click Generate.
How do you present sales data in PowerPoint?
Presenting data in PowerPoint in visual and effective waysConsider your options. First, it's important just to know what your options are for presenting data. ... Go beyond PowerPoint. ... Mix it up. ... Keep it simple. ... Be original. ... Use images. ... Highlight the important stuff.
Can you write a report in PowerPoint?
Thankfully, PowerPoint comes with prebuilt templates that you can use to guide you through the process. Click the "Microsoft Office" button and then click "New." Click "Reports" and then click "Project and Status Reports." Click the type of report you need.
How do you add a watch to PowerPoint?
PowerPoint built-in feature You just need to go to the Insert tab > Date &Time option (in the 'Text' group). You'll then get a new window where you can customize what information you want to display. Check the box Date and time and then use the arrow to pick between different ways to convey your date/time.
How do you present a sales report?
7 tips to write an effective sales reportSet a goal. Presenting a monthly sales report to the senior management is not the same as sharing a weekly report with the sales team. ... Define a timeframe. ... Collect relevant data. ... Illustrate data visually. ... Present your analysis. ... Write a brief summary. ... End with an action plan.
How do you present results in a presentation?
The 6-Steps to Persuasively Presenting Your ResultsFocus on the Objective as the Burning Issue. ... Tell a story. ... Give the Answer in the Chart Title. ... State your recommendation as a solution. ... Give them a payoff. ... Tell them how to take action.
How do you prepare reports to deliver presentations?
Tips for Presentations From Start to FinishStart With an Outline.Put First Things First.Go From Big Picture to Details.Follow Conclusions With Supports.It's OK to Start in the Middle.Use Plain English.Be Concise and Straightforward.Don't Abuse Power Point.More items...•
What is PPT report?
A PowerPoint slideshow (PPT) is a presentation created on software from Microsoft that allows users to add audio, visual and audio/visual features to a presentation.
How do you create a project in PowerPoint?
Create a presentationOpen PowerPoint.In the left pane, select New.Select an option: To create a presentation from scratch, select Blank Presentation. To use a prepared design, select one of the templates. To see tips for using PowerPoint, select Take a Tour, and then select Create, .
How do you add dynamic elements to PowerPoint?
After the installation, open PowerPoint and click on “DynamicElements.” Then select “Time” to open the “Time” panel. Insert a new text box and define which mode you want to use. You can open as many textboxes as needed and add date and time displays.
Can I insert a live clock in PowerPoint?
The user can also choose to insert a live clock for all slides of the presentation. To do so click View and then Slide Master. Then choose a slide in the master layout and insert a text box with clock options there.
Can I insert a stopwatch in PowerPoint?
Click the Slide Show tab or Menu item and then click the Set Up Slide Show button. In the middle right section of the Set Up Show window, click the radio button for "Using timings, if present" under the Advance Slides heading. Click the OK button to close the window.
What is real time connection in Salesforce?
These real time connections with Salesforce can be used to create: Show Salesforce data, along with any other data in your organization, on your digital signage, office computer screens, in your conference room, or in your reports.
What is data point?
DataPoint is a world-leading software that lets you connect your PowerPoint presentations to over 26 real-time data sources such as RSS feeds, XML, MySQL and now Salesforce. DataPoint is used by some of the most well-known global companies like NASA, SpaceX, Sony, Coca-Cola, IBM, Pfizer, Nikon, and many others.
Before you begin
Want things to go smoother? Then make the following preparations before you link or import:
Stage 1: Get started
Select External Data > New Data Source > From Online Services > From Salesforce.
Stage 2: Enter credentials and connection string parameters
In the Microsoft Access – Connect to Salesforce dialog box, do the following:
Stage 3: Select Tables to link to or import
In the Link Tables or Import Objects dialog box, under Tables, select each table that you want to link or import, and then click OK.
Stage 4: Create specifications and tasks (Import only)
In the Get External Data - Salesforce Database dialog box, you can save the import steps as a specification and create an Outlook task to automate the import operation on a regular basis. For more information, see Save the details of an import or export operation as a specification.
Results
When a link or import operation completes, the tables appear in the Navigation Pane with the same name as the Salesforce table or view. During an import operation, if that name is already in use, Access appends "1" to the new table name. But you can rename the tables to something more meaningful.
Update the linked table design
You can’t add, delete, or modify columns or change data types in a linked table. If you want to make design changes, do it in Salesforce. To see the design changes in Access, update the linked tables:
Who is the mastermind behind Salesforce?
Aaron Rabideau and Gabrielle Tabios are the masterminds behind the presentation visuals at Salesforce’s largest events, including the Dreamforce keynote. Over and over again, they make it clear that slide design exists to support the presentation narrative.
How does Sara start a presentation?
When Sara is at square one starting a new presentation, she begins in a spreadsheet by writing out the narrative, with each slide title in its own row. When she has the story down, she goes to the speaker for the first round of feedback — before making a single slide.
Why do you need longer titles in a presentation?
Newer speakers may need longer titles to help them remember the narrative while presenting. The better you get at storytelling, the less you will need those cues, and the more you can pare down the text on your slides to put your audience’s focus on your words. 4. Recurring images help enhance the narrative.
Is PowerPoint a starting point?
The basics of presentation design. By now, you should be convinced that PowerPoint is not your starting point. After you’ve nailed down your story, and the titles of each of your slides, you can finally get to what you came to this article for: creating impactful slides.
How to connect to Salesforce reports?
To connect to Salesforce Reports data: Select Salesforce reports from the product-specific data connector list, and then select Connect. In Salesforce reports, choose the URL you want to use to connect. Select the Production URL if you use the Salesforce production URL ( https://www.salesforce.com) to sign in. Note.
What does it mean when you receive a query in Salesforce?
When you receive an Query is either selecting too many fields or the filter conditions are too complicated error, it means that your query exceeds the limit.
Does Salesforce support Internet Explorer?
By default, Salesforce does not support Internet Explorer 11, which is used as part of the authentication experience to online services in Power Query Desktop. Please opt-in for extended support for accessing Lightning Experience Using Microsoft Internet Explorer 11. You may also want to review Salesforce documentation on configuring Internet ...
Can you use a custom URL in Salesforce?
You can also use the custom URL selection if you're using your own CNAME record that redirects to Salesforce. Once you've selected the URL, select OK to continue. Select Sign in to sign in to your Salesforce account. Once you've successfully signed in, select Connect.
How to export a Salesforce report?
Choose the Report to Export. To select the Salesforce report to export: Click on the “Reports” at the Navigation Bar, Click the “Arrow Down” button next to the report you want to export, Choose “Export”. Choose the Salesforce report to export. Step 2.
Why do we need Salesforce reports?
Among the reasons why you may need Salesforce reports is when you need to export the data to Excel or to build the dashboards. Also, due to the Salesforce report, you can make a data analysis based on your client’s requirements.
How to delete a report in Salesforce?
To delete from the Reports tab, To delete from the report’s run page. To delete the Salesforce report from the Reports tab you need to go to the “Report s” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “Delete”.
What is Salesforce standard report type?
Salesforce standard report type is a predefined standard report type that cannot be customized. For example, “Accounts and Contacts” report type. Salesforce standard report type. Salesforce custom report type is added by an administrator and specified which objects and fields are included in the report.
When will Salesforce be updated?
June 26, 2020. Updated on October 1, 2020. Salesforce offers you a powerful reporting tool that helps to understand your data. In this post, we’ll show how to create Salesforce reports, export them to Excel, subscribe to Salesforce reports, and place them to the dashboard.
How to simplify search in Salesforce?
To simplify your search, you can start typing in some keywords. For example, if you want a report on your deals, you can click and type in “Deals”, and you will see the suitable results to that. Select a Salesforce report type with the help of keywords. Step 3.
