Click Create Report. Select a report type. Select a social account or topic profile to base the report data on. The report is created. Now you can select options for your report, such as a dataset for a topic profile, a date range, filters like media type or languages, and a format for the report output.
Full Answer
How do I add topics in Salesforce classic?
These steps outline how to add topics in Salesforce Classic. In Lightning Experience, when you post or comment, add a topic by putting a hashtag (#) in front of your topic terms, for example, #sales quotas. Note All topic names appear in the topics list and all topic names and descriptions are searchable.
How do I assign content topics to Salesforce CMS?
Assign content topics to CMS Content when reviewing it in the Content Management workspace of your site. Review and manage your topics from the Topics page. Note For a topic to be available for use in Salesforce CMS, it must be Enabled for Content.
How do I add topics to a post?
When you’re done adding topics, click Done or press ENTER. A topic becomes a link to its detail page. On the topic detail page, you can see all the posts that you have access to that use the topic. When you add topics to posts that contain files, the topics are also added to those files.
How do I use topics to organize content?
Use topics to organize your content in the same way they help you manage your Experience Cloud site’s feeds. Assign content topics to CMS Content when reviewing it in the Content Management workspace of your site. Review and manage your topics from the Topics page.
Can I report on topics Salesforce?
Currently we cannot report on topics, there is already Idea posted into salesforce for this.
How do I view a topic in Salesforce?
In the topics list, you can:To see a topic's detail page, click the topic name.To see updates in your Chatter feed, click. Follow.To narrow what you're looking for, filter the list of topics.Search for topics by name. ... Only users with the View All Data permission can filter by record name.
What are the 4 types of reports in Salesforce?
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 do I use topics in Salesforce lightning?
To configure topics for objects, including custom objects, from Setup, enter Topics for Objects in the Quick Find box, then select Topics for Objects.Create a record page for Lightning Experience. ... In the Lightning App Builder, configure the Topics component and add it to the page's layout.Save your page.
What are Salesforce topics?
Topics are words or phrases that you can associate with Salesforce records to organize them around common themes. Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way.
How do I create a topic in Salesforce?
Open Experience Workspaces. ... Access topics by clicking Content Management | Topics.Select All Topics | All Content Topics.To create a content topic, click New.Enter a name and description. ... Repeat steps 4 and 5 to create several content topics for your Experience Cloud site, up to a maximum of 5,000.
How do I create a summary report in Salesforce?
How to Create a Summary Report in SalesforceCustomize any tabular report to make it into a summary report.Click the arrow to the right of the column you want to group by.Select Group by this Field. Salesforce groups the records in the report.Repeat Steps 1-3 to group by additional fields, if desired.
How do I report in Salesforce?
To create a new report:From the Reports tab, click New Report.Select the report type for the report, and click Create.Customize your report, then save or run it.
How do I create a report type in Salesforce?
From Setup, enter Report Types in the Quick Find box, then select Report Types.If the Custom Report Type welcome page opens, click Continue.Click New Custom Report Type.Select the Primary Object for your custom report type. ... Enter the Report Type Label and the Report Type Name .More items...
What are the important topics in Salesforce?
To become a Salesforce Developer, you may need to specialize in the following areas:Data modeling, management, and security.Platform development.Salesforce app customization.Visualforce basics.Search solutions basics.Developer console.Salesforce object query language.Apex object-oriented programming.More items...•
How do I add a trending topic in Salesforce?
Trending TopicsSelect the Trending Topics component.In the property editor, configure properties for the component: Property. Details. Title. Enter a title for the list of trending topics. The default text is Trending Topics . Number of Topics. Enter the number of trending topics to display.
How do I use hashtags in Salesforce?
0:031:53Lightning Quick Tip - Hashtags in Salesforce Chatter - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis as a topic. And it gives you your topic inside of brackets. And once you're done with yourMoreThis as a topic. And it gives you your topic inside of brackets. And once you're done with your posts you just simply click share and that hashtag.