Slaesforce FAQ

how to remember selected data in component in salesforce

by Rosemarie Mitchell Published 2 years ago Updated 2 years ago
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To store the record that the user selected, map the Selected Record attribute to a text variable. By default, screen components that require Lightning runtime have no memory. If a user enters a value, navigates to another screen, and returns to the component’s screen, the user-entered value is lost.

Full Answer

What is Salesforce dashboard?

Salesforce dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in a variety of chart types, and you can customize how data is grouped, summarized, and displayed for each component.

How to set history tracking for custom objects in Salesforce?

Once that's done, go to the Fields & Relationships for the custom object, click "Set History Tracking" and select the fields you'd like to track. Salesforce isn't entirely consistent in how it keeps track of history for each kind of object.

How to fetch particular field from schema in Salesforce Lightning web component?

Similar to object data we can also fetch the particular field directly from schema inside lwc component. Here as well we need to follow the naming convention as FEILDNAME_FEILD similar to object. Now, the purpose of this is to directly bing these fields and recordId and get the value using @wire adoptor in salesforce lightning web component.

How do I create a lead summary report in Salesforce?

First, you’ll need to create the source report we’ll use in the dashboard. In this example, we’ll make a simple Leads report. Click on the Reports tab. Click New Report and select Leads as the report type. Select All Leads for Show. Select Create Date for Date Field. Select All Time for Range. Click Tabular Format and select Summary.

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How long does Salesforce keep history?

You can't keep it forever - Salesforce only keeps so much history around. Here's how that works: Last 18 months - You can access the last 18 months directly in your org via related lists, reports and SOQL queries. From 18-24 months - Salesforce retains this data but you have to use Data Loader or the API to access it.

Can you include the old and new record in a lookup field?

If you're dealing with changes to lookup fields, you likely want to include some additional data about the old record and the new record referenced by the lookup field. Unfortunately, you can't do that because the old value and new value themselves aren't lookups, they're just text with a name for the referenced record.

Does Salesforce keep track of history?

Salesforce isn't entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.

Why use the same dashboard for managers and VP?

Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two! You can create up to three filters for each dynamic dashboard.

Can you add a chart to a report?

If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.

Can you filter on bucket fields?

It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page. Filters aren’t applied when you schedule or email a dashboard. You can’t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports.

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