- In Salesforce Classic: To display the menu, hover over a component. To clear the hover menu, click an empty part of the...
- In Salesforce Classic: Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to...
- To show it in a dashboard, click Post Snapshot to Dashboard Feed.
- To show it to a user or group, click Post Snapshot to...
- 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.
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
What is Salesforce, what does Salesforce do?
Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.
How do I implement Salesforce?
- It allows editing templates and controlling any changes made within a document.
- You can send signature requests to multiple individuals, adding their roles and request expiration dates.
- There are numerous features for adding initials. You can draw, type or capture them with a camera.
Is Salesforce just a CRM tool?
Salesforce CRM is a cloud-based CRM software solution that provides typical CRM features as well as enterprise solutions that are focused on customer service and automation.
How do you post a dashboard screenshot in chatter lightning?
You can post dashboard snapshots to Chatter....Enable Dashboard Component SnapshotsClick on Setup | Feature Settings | Chatter | Feed Tracking.Click on Dashboard object, enable it and select all four fields, Same like below screenshot.Click Save.The next step to enable Enable Dashboard Component Snapshots.More items...•
What is dashboard snapshot Salesforce?
A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh. Posting a dashboard component to a group is a good practice to share and collaborate with team member.
How do I enable dashboard component snapshots?
To enable dashboard component snapshot, navigate to Setup | Feature Settings | Analytics | Reports & Dashboards Settings, and look for Enable Dashboard Component Snapshots. If you don't enable feed tracking, users will not able to post dashboard components to the dashboard's feed.
Where is dashboard Chatter feed in Salesforce?
Hey guys, you need to go into Setup -> Chatter -> Feed tracking. Click on Dashboard and enable feed tracking for all 5 check boxes. Then, go back to your Dashboard and hover over it, there should be a drop down where you can not snapshot to Chatter Feed.
How do I upload a screenshot to dashboard feed?
To clear the hover menu, click an empty part of the screen. In Salesforce Classic: 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.
What is Report Snapshot in Salesforce?
A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with the report's data.
How do you post to Chatter from a sales analytics dashboard?
Right click any bar and type your message. D. Select Post to Chatter from the Actions drop-down at the top the dashboard.
Can you report on chatter in Salesforce?
Important These dashboard and reports are only available in the package with Chatter. Warning If you customize these Chatter reports and remove the Networks filter, they will report on Chatter usage across your entire Salesforce org, including usage from your internal org and your communities.
How do I add Chatter to dashboard in Salesforce?
Navigate to Setup | Feature Settings | Chatter | Feed Tracking. Look for Dashboard and tick Enable Feed Tracking; select all fields here for tracking. Click on the Save button.
How do I switch to Salesforce Classic?
Change the UI from Lightning Experience to Salesforce ClassicClick your Avatar in the top right-hand side of the screen.Click Switch to Salesforce Classic.
What is Salesforce reporting snapshot?
Salesforce Reporting Snapshots allows you to create and store snapshots of data that you want to monitor using custom objects. There are quite a few articles online that talk about Salesforce Analytic Snapshots but we found the advice to be limited. After figuring it all out, we thought we should put together this step by step guide to help others.
How Do I Analyze Reporting Snapshot Salesforce?
The beauty of the Salesforce Reporting Snapshot is that once the relevant data has been captured within the custom object, it is very easy to generate summaries and filtered reports from the compiled information.
How to create a report in Salesforce?
How Do I Create a Reporting Snapshot in Salesforce? This guide is made up for three parts: Part 1: Creating your Report. Part 2: Creating a Custom Object to hold the Data. Part 3: Create an Automation which saves data from your source report into your Custom Object.
What is an analytical snapshot?
By creating an Analytic Snapshot, You are specifying a time and frequency for your source report to run and then be saved in the Custom Fields you created moments ago.
Does Salesforce have historical trend reporting?
Since the winter of 2014, Salesforce has activated Historical Trend Reporting as a default setting. You can utilize this special report to explore highlights and/or changes between 5 snapshot dates. Additionally, you can use up to 4 historical filters for a more focused analysis. In the Salesforce Lightning Experience, you’re able to add filters from either the Report Builder, or the report itself as you are viewing it.
Why Your Business Needs to Integrate Salesforce with Jira - Top 6 Reasons
For every business, the customer is God! To prevent their fury, they leave no stone unturned to increase the smile on their face. For that,…
How to Create a Partner Community Salesforce Account?
Partner Community : The Partner Community connects you directly to other partners with the power of social collaboration and mobile access. Steps to create a…
