Click the Reports tab. Click New Report. In the Choose Report Type list, click All, and then select Accounts from the list that appears. Click Continue. Ensure Update Preview Automatically is enabled in the upper-right of the Report Builder. Click the Filters pane.
Full Answer
How do I create a customer filter in Salesforce?
Search for Type in Add filter... search box and select it. In the Operator field, select contains from the drop-down menu. Type customer in the value field. Click Apply. Note: Annual revenue is two million (six zeros). In the Filters pane, click the arrow next to Filters and click Add Filter Logic.
How do I filter data by relative date in Salesforce?
Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!
How do I create a calendar based sales report in Salesforce?
Click Select Folder, select Marketing Reports from the Global Sales Reports folder and click Select Folder. Click Save. Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!
How do I filter my global sales report by date range?
Click Select Folder, select Marketing Reports from the Global Sales Reports folder and click Select Folder. Click Save. Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR.
How do I set up news in Salesforce?
Now that you've prepared, let's get into the org and start working!Step 1: Add Your Company Logo. ... Step 2: Enter Your Company Info. ... Step 3: Set Security Policies. ... Step 4: Set Up a Sandbox. ... Step 5: Add Power of One & Case Safe ID Fields.
How do I turn on news feed in Salesforce?
From Setup, enter Account Settings in the Quick Find box, then select Account Settings. Select Enable News. Make sure that the News component is on your page layouts. Important For default account, contact, and lead pages, the News component appears within a separate News Tab.
What is the news feature in Salesforce?
Get instant access to relevant, timely news about customers, partners, competitors, and industries you work with. The News component includes articles from the past 30 days, and is available on business accounts, contacts, leads, and the Home page. Articles come from reputable, English-language news sources.
How does the news component work in Salesforce?
Only available in Salesforce Lightning Experience, the News Component allows users to see news articles from the past 30 days. This can be displayed on the Account, Contact, and Lead detail pages, as well as on the homepage.
What can be developed using the Lightning component framework?
The Lightning Component framework is a UI framework for developing web apps for mobile and desktop devices. It's a modern framework for building single-page applications with dynamic, responsive user interfaces for Lightning Platform apps. It uses JavaScript on the client side and Apex on the server side.
What is news component in Salesforce?
Only available in Salesforce Lightning Experience , the News Component allows users to see news articles from the past 30 days. This can be displayed on the Account, Contact, and Lead detail pages, as well as on the homepage. These news articles focus on the industries the user works with providing insights into customer, partner, and competitor activities.
How to improve the quality of your news?
Improving the Quality of Your News – Making it Relevant for You. Ensure Account records are accurate: Account name should match the company name with correct spelling, no abbreviations , and no special characters . Ensure Account records are complete: Website information should be included on the Account Detail page.
Does Salesforce have RSS feeds?
Salesforce has its own news processing platform that collects RSS feeds. This information is processed to filter out Spam and inappropriate content. If this platform does not find relevant content for an Account, A third party news provider is queried.
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.
Use Report Filters
You can add up to 20 additional filters to a report directly in the Filters pane using the Add button or by dragging in fields from the Preview pane. In addition, you can also use filter logic using “and,” “or,” and “not” operators. Let’s meet the needs of your next stakeholder, the VP of Marketing, to see how filters and filter logic work.
Use Relative Dates
Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!
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.
