Run an opportunity report, then group by product, and sum quantity (or whatever other metric you'd like, like sales price), which you can then sort in descending order. You can then place this report on a dashboard and limit to the top 10 items. There's no reason you'd need to write code for this.
Full Answer
What are list views in Salesforce?
List Views are Salesforce’s way of managing different sets of data within Objects. If “Recently Viewed” “My Open Leads” or “My Cases” mean anything to you, these are your list views. But did you know you can create your own List Views?
What can you do with Salesforce email?
You can set a date, a reminder, and a brief description. Bonus, you can even set tasks for others! Emails allow you to send emails out to clients directly from Salesforce. You can do this from within the comfort of Salesforce, taking advantage of time saving features like Email Templates.
What are the out of the box features of Salesforce?
Salesforce has so many out of the box features that you can start using right here and now, and after reading this post you will be able to! 1. Pinned List View By default, Salesforce provides you with the “Recently Viewed” List View when you click onto an object.
Why your company should invest in Salesforce?
Your company would have invested in Salesforce to help you perform your job more efficiently, so you can focus on the important tasks. But sometimes without proper training and user adoption, users don’t actually see this benefit.
What is list view in Salesforce?
List Views are Salesforce’s way of managing different sets of data within Objects. If “Recently Viewed” “My Open Leads” or “My Cases” mean anything to you, these are your list views.
What is list view in Lightning?
List Views have much greater functionality in Lightning with the likes of pinning, resizing columns, and more. But one of the greatest list features is the ability to view records of different stages grouped together in a great looking Kanban/pipeline.
Can you send emails to clients from Salesforce?
Bonus, you can even set tasks for others! Emails allow you to send emails out to clients directly from Salesforce. You can do this from within the comfort of Salesforce, taking advantage of time saving features like Email Templates.
What is a dashboard table in Salesforce?
A dashboard table that lists the top 10 accounts by open opportunities is a powerful feature. It’s included as number 8 in our most popular blog post, 12 Charts that should be on your Salesforce Dashboard.
What is the best way to identify top accounts?
Definitively identifying your top accounts by open opportunities or won revenue has many benefits . It means you can: Prioritize sales and business development activities on the most important customers and prospects. Create structured business development plans for the top accounts.
Sunday, November 24, 2013
By default, Salesforce Dashboard will show all values in Vertical Bar Chart, Horizontal Bar Chart, Line Chart, Pie Chart, Donut Chart, Funnel Chart, Scatter Chart, and Table component. Component below show All Chatters Group with number of members for each Group.
How to show only top X values in Salesforce Dashboard ?
By default, Salesforce Dashboard will show all values in Vertical Bar Chart, Horizontal Bar Chart, Line Chart, Pie Chart, Donut Chart, Funnel Chart, Scatter Chart, and Table component. Component below show All Chatters Group with number of members for each Group.
Is there a better way to train your trailhead?
Once you have learned all of these new things in your Trailhead race, it’s likely that you are going to implement some of them! Doing so will probably require you to train your users and there is no better way than your own Trailhead.
Is Einstein infiltrating Salesforce?
If you went to Dreamforce ‘19 you know that Einstein is infiltrating the Salesforce Platform further with every release. Understand what Einstein is, and the ways it can be implemented across different features and clouds. It is the future of Salesforce!
