To delete the Salesforce report from the Reports tab you need to go to the “ Reports ” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “ Delete ”. To delete the report from the report’s run page, click the “ Arrow down button ” and choose “ Delete ”.
How to delete a report in Salesforce?
To delete the Salesforce report from the Reports tab you need to go to the “Reports” at the Navigation Bar. Then click the Arrow Down button next to the report you want to delete and choose “Delete”.
How to create a Report chart in Salesforce Lightning?
The first step you will need to take is to create the report that you wish to use as your basis for the Report Chart. The Lightning Component that we are going to use later on will only recognise Reports that use a chart within them, so when creating your report, ensure you add a chart with the correct groupings.
How do I get frequent functions in Salesforce Lightning?
Put frequent functions on the Lightning Utility Bar The Utility Bar is the strip that runs along the bottom of any Salesforce Lightning page. Customize this bar to make it easy for salespeople to access important functions. This customization might be as simple as a valuable pipeline chart.
Is it possible to customize the 'quarterly performance' chart in Lightning?
As of now, we don't have the ability to customize the 'Quarterly Performance' chart on the home page in lightning. You can promote and upvote this idea here Adjustable quarterly performance - Lightning experience
Introduction
The Salesforce Lightning Home Page remains pretty standard for a lot of my clients, but due to improvements over recent releases it’s now fully customisable. As recently mentioned in my post 4 Amazing Lightning Experience Features to Implement, this is a great way to bring relevant information to different sets of users across your business.
Tutorial
1. The first step you will need to take is to create the report that you wish to use as your basis for the Report Chart. The Lightning Component that we are going to use later on will only recognise Reports that use a chart within them, so when creating your report, ensure you add a chart with the correct groupings.
2. Utilize Einstein Search
Einstein Search has three powerful features that help salespeople be more efficient.
5. Update Opportunities using the Kanban View
Robust pipeline visibility relies upon salespeople keeping opportunities up to date.
6. Make it easier to add products to opportunities
It was never easy to find Products to add to Opportunities in Classic.
8. View report details more easily
A key benefit of Salesforce is reports and dashboards that deliver pipeline visibility.
10. Decide whether Notes are right for your business
Recording notes on calls, meetings and discussions on opportunities is essential.
14. Put frequent functions on the Lightning Utility Bar
The Utility Bar is the strip that runs along the bottom of any Salesforce Lightning page.
Tips for Salesforce Lightning
You can see many of these tips demonstrated in our video below. Of course, if you need help, then use our Contact Us page to get in touch.
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”.
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 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.
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.
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.