how to follow a report in salesforce

How do I follow reports and dashboards in Salesforce?

One of the key benefits of reports and dashboards in Salesforce is the integration with Chatter, allowing you to have collaboration in context with your data. You can follow any report or dashboard by clicking on the Follow icon in the feed. If you don’t see the option to follow a report or dashboard, you may need to enable Feed Tracking.

What is Salesforce reporting?

Salesforce reporting is possibly the most valuable capability you have at your disposal. With the wealth of information in your Salesforce org, it is vital that you know how to create a report in Salesforce so that your users can view the data that is relevant and important to them. Salesforce reports are a list of filtered records.

Where can I see who is following me on Salesforce?

Available in: Salesforce Classic ( not available in all orgs) Available in: Group, Professional, Enterprise, Performance , Unlimited, Contact Manager, and Developer Editions View the Following and Followers lists on your profile to see who, what, and how many items you're following, and who’s following you.

How often should I run the report in Salesforce?

Schedule how often (every weekday, daily, or weekly) and when to evaluate for your conditions. For example, run the report every weekday at 7 a.m. Select one or more notification types. Send an in-app notification in the Salesforce app

How to create a report in Salesforce?

What are the different types of reports in Salesforce?

What is a summary report?

What is Salesforce technology?

What is Salesforce CRM?

What is lead response team?

How much of a salesperson's time is spent on selling activities?

See more

About this website

How do I navigate to reports in Salesforce?

Access your reports from the Reports tab, and your dashboards from the Dashboards tab ( 1). You can build a new report or dashboard (2) right from this page by clicking New Report or New Dashboard. Create a folder by clicking New Folder.

How do I view reports in Salesforce?

Reports in Salesforce allow you to see a set of records displayed in a table, summary, or matrix format, similar to what you'd see in a spreadsheet. To get to reports, click Reports from the navigation menu. Select a report to run it.

Can you subscribe to a joined report in Salesforce?

Allow Joined reports to have Subscription functionality available. Any user who can run and view a report should have the subscription function available to have the report delivered on a scheduled basis like a tabular report.

How do I manage a report in Salesforce?

Required Editions and User Permissions To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. If you're already viewing a report, click Run Report to run it.

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.

Which of the following is a report in Salesforce?

There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined.

How do I enable joined reports in Salesforce lightning?

Go to Username > Setup > App Setup > Customize > Reports & Dashboards > User Interface Settings. From there you simply click the Enable button to turn on the Report Builder Upgrade. With the new Report Builder enabled, you get the Joined format option in your reports.

Can you add a joined report to a dashboard?

We can add Joined reports also to the dashboard as a source report. This feature is available with the winter'19 Salesforce release. To use the joined report as a dashboard source report, joined report must have a chart.

Why do we use joined reports in Salesforce?

Salesforce users can use joined reports to create an overall summary of different data objects in multiple sections. Joined reports give users the ability to bring together several data points neatly arranged in blocks within a single report.

How do you manage a report?

Complete steps on how to prepare a Management ReportStep 1: Plan before you start. ... Step 2: Invest in automated tools. ... Step 3: Use clear and objective language. ... Step 4: Tell a story to engage readers. ... Step 5: Define the metrics and KPIs to be used. ... Step 6: Establish a point of comparison.More items...•

How can I see who is subscribed to a report Salesforce?

To do this in Salesforce Classic, follow these steps.Navigate to the Reports folder and click on All Folders on the left-hand side.Then, click the pull-down menu on the right and navigate to Items I'm Subscribed To.On this page, you can view, edit, and delete your current subscriptions to reports.

How do I find all the subscribed and scheduled reports in Salesforce?

How to find all the Subscribed or Scheduled Reports in Salesforce...Go to Reports Tab.Select All Reports.Sort by Subscribed column.

Why are reports important in salesforce?

Reports in salesforce. In any business reports are very important. Reports will provide clear picture to the management. Management uses the reports to track progress towards its various goals, control expenditure and increase revenue. Reports help to predict trends and this is advantage of increasing profits.

What is dashboard in VisualForce?

Dashboard is the graphical representation of the data generated by a report or multiple reports. Dashboard component types can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. ❮ Previous Next ❯.

What is tabular report?

1. Tabula Reports: Simple listing of data without any subtotals. This type of reports provide you most basically to look your data. Use tabular reports when you want a simple list or a list of items with a grand total.

What are reports in Salesforce?

Each Salesforce report is a set of data displayed in rows and columns that you can group or filter by certain criteria. You can also visualize Salesforce reports as a chart, such as a bar chart, line chart, donut, etc. Here is what it may look like:

How to create reports in Salesforce

Let’s go through the flow of creating a standard report in both Salesforce Classic and Lightning Experience. After that, we’ll also show you how to create a custom report type in Salesforce.

Salesforce report formats

When building reports in the Lightning Experience, the report format is updated automatically.

Salesforce report types

Salesforce offers out-of-the-box templates for reporting called report types. Each template corresponds to a particular set of data and columns to order this data. There are different types of reports grouped into several categories:

Reporting outside of Salesforce – why you should consider this

Both standard and custom reports in Salesforce are suitable for simple analytics, such as pipeline analysis. However, they are not fit for more advanced analytical purposes, making forecasts, and blending Salesforce records with external data.

Are native Salesforce reports good?

There cannot be an exact definition of good or bad for Salesforce reports. You can use them for your basic reporting needs, and they are good for that. At the same time, Salesforce reports are limited in functionalities compared to Google Sheets or Excel, where you can implement complex calculations.

How to create a report in Salesforce?

Creating a custom Salesforce report is simple using the following steps: 1 Go to the Reports tab. 2 Click New Report. 3 Select the custom object you’d like to create a report on. 4 Click Create. 5 Add Filter, Properties, and Fields as needed to show your data. 6 Select your report type. 7 Click Save As. 8 Click Run Report.

What are the different types of reports in Salesforce?

There are four main types of Salesforce reports: Tabular, Summary, Matrix, or Joined. Each report format offers a unique way to represent data depending on your analysis needs.

What is a summary report?

A Summary report is similar to a Tabular report, but more powerful. With a Summary report, the user has the ability to group rows of data and create charts. Summary reports are the most commonly used type of report.

What is Salesforce technology?

Put simply, Salesforce is a technology for managing all of your company’s relationships and interactions with customers and potential customers. It is designed to help businesses be successful by facilitating and creating meaningful connections with their clients and prospects.

What is Salesforce CRM?

Salesforce is one of the world’s leading customer relationship management (CRM) software platforms. Salesforce software is used by sales teams all over the world to: Engage and nurture customers with highly relevant, personalized content and customer service.

What is lead response team?

Lead response team refers to how quickly your sales reps respond to or follow up with a potential client. Data shows that the more quickly your team can respond to leads, the more likely they are to become qualified.

How much of a salesperson's time is spent on selling activities?

In fact, only 36% of a salesperson’s time is spent on selling activities. A Salesforce report on sales activities can provide an excellent snapshot into your team’s sales productivity to better optimize their workflow.

What is folder sharing in Salesforce?

Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.

How to enable feed tracking in dashboard?

Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.

How to show snapshot in dashboard?

Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.

What happens if you create a folder before analytics?

If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.

What is a good report?

A good report is like a trusted advisor: You won’t make a big decision without checking in for guidance, and you like to check in on a regular basis. For example, our Account Executive may look at a report of her closed opportunities on a weekly, monthly, or even daily basis, so she can stay on top of her monthly and quarterly quotas. She needs that report to determine if she’s on track, and she may take action or change what she’s doing based on the data she sees. When she’s accessing this important report, she can view it directly in Salesforce, or she can have it sent to her on a schedule.

Do all users have access to dashboards?

All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have ...

Can each user have access to a dashboard?

[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...

Types of Salesforce Reports

There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.

How to Create a Salesforce Report

To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.

Report Charts

While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.

Salesforce Report Features

While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:

Scheduling a Salesforce Report

In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.

Salesforce Custom Report Types

In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.

Create Your First Report!

Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:

How long to follow up on a lead?

Here are a few examples of different follow up rules you could implement: Create tasks to follow up with a lead 3, 7, and 14 days after the lead is created .

How to create a workflow in a wikihow?

Click your name in the top right corner. Click “Setup”. Click “Create” in the menu on the left side of the screen. Click “Workflow & Approvals” and then click “Workflow Rules”. It takes a few minutes to learn how to create these rules but after you create one it becomes very easy.

How to create a report in Salesforce?

Creating a custom Salesforce report is simple using the following steps: 1 Go to the Reports tab. 2 Click New Report. 3 Select the custom object you’d like to create a report on. 4 Click Create. 5 Add Filter, Properties, and Fields as needed to show your data. 6 Select your report type. 7 Click Save As. 8 Click Run Report.

What are the different types of reports in Salesforce?

There are four main types of Salesforce reports: Tabular, Summary, Matrix, or Joined. Each report format offers a unique way to represent data depending on your analysis needs.

What is a summary report?

A Summary report is similar to a Tabular report, but more powerful. With a Summary report, the user has the ability to group rows of data and create charts. Summary reports are the most commonly used type of report.

What is Salesforce technology?

Put simply, Salesforce is a technology for managing all of your company’s relationships and interactions with customers and potential customers. It is designed to help businesses be successful by facilitating and creating meaningful connections with their clients and prospects.

What is Salesforce CRM?

Salesforce is one of the world’s leading customer relationship management (CRM) software platforms. Salesforce software is used by sales teams all over the world to: Engage and nurture customers with highly relevant, personalized content and customer service.

What is lead response team?

Lead response team refers to how quickly your sales reps respond to or follow up with a potential client. Data shows that the more quickly your team can respond to leads, the more likely they are to become qualified.

How much of a salesperson's time is spent on selling activities?

In fact, only 36% of a salesperson’s time is spent on selling activities. A Salesforce report on sales activities can provide an excellent snapshot into your team’s sales productivity to better optimize their workflow.