Drag & drop the report chart component anywhere on the page. Select your report from the panel on the right. Add a filter for either campaign ID or parent campaign ID. You can also add reports to a new tab within the page layout.
Full Answer
What is page layout in Salesforce?
Page Layouts and Record Types in Salesforce Page Layouts and Record Types Page Layout The organization of fields, custom links, and related lists on an object detail or edit page. Used to organize UI pages for your users: Which fields, related lists, and Custom links a user’s sees.
What are the different types of reports in Salesforce?
Page Layouts and Record Types in Salesforce Reports and Dashboards Reports in Salesforce Create salesforce Reports Custom reports Joined Reports Salesforce Optimizer Reports Scheduling Reports Creating new Salesforce Dashboards Creating Dynamic Dashboards Data Management Salesforce Data Loader How to use Data loader
How to create record type in Salesforce?
Setup->Customize->Case->Record Type Click on New button and fill all mandatory fields and select profiles. Create a support process before creating record type Click on NEXT button Select page layout and click SAVE. Page Layout Assignment Go to Record Typeor Page Layoutand click on Page layout Assignment
How to assign page layout to record type based on profile?
Create a support process before creating record type Click on NEXT button Select page layout and click SAVE. Page Layout Assignment Go to Record Typeor Page Layoutand click on Page layout Assignment assign page layout to record types based on profiles. Interview Questions on Page Layouts and Record Types in Salesforce
How do I change the layout of a report in Salesforce?
Select the custom report type you want to edit and click Edit Layout on the Fields Available for Reports section. You can click Preview Layout to preview which fields display on the Select Columns page of a report customized or run from this report type.
How do I get the mini page layout in Salesforce?
From the object management settings for the object whose page layout you want to edit, go to Page Layouts. Next to a page layout name, click Edit. In the page layout header, click Mini Page Layout. Select which fields and related lists will be displayed for this type of record in the mini view.
How do I add a report to a page layout in Salesforce?
The source report has a chart.Go to the page layout editor for the object that you're adding a chart to.Click Edit next to the page layout.Click Report Charts.In the Quick Find box, type the name of the report and click. ... Drag the chart to a new or existing section of the layout.To customize a chart, click.More items...
How do I customize page layout in Salesforce?
Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•
What is the difference between compact layout and mini page layout?
Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area. Mini Pagelayout : A mini page layout contains a subset of the items in an existing page layout.
What is mini view in Salesforce?
Salesforce Mini View provides users small record previews that are visible once the mouse pointer is hovered over a record name. The Mini View presents the records related to the main detail records. These related records show up on a small panel through a mini page layout.
How do you add a report to a lightning page layout?
Click on the name of the new tab and select report from the menu. Drag & drop the report chart element to the report tab to add your reports. Save the Lightning Page and navigate to a campaign to see your reports in action!
How do I show reports on my homepage in Salesforce?
Utilize saved dashboards on the home page....Add New Report Charts:On the left side, locate Report Chart in the list of components.Click and drag the component into a space in the page view in the center. ... On the right, utilize the properties to select which report will be displayed and update the Label field.More items...
How do you display a report in lightning component?
Displaying standard report data in Lightning componentReportManager class helps to run a report synchronously or asynchronously.ReportResults class contains the results of running a report.ReportFilter class contains information about a report filter, including column, operator, and value.More items...•
How do I use compact layout in Salesforce?
Create Compact LayoutsFrom the management settings for the object that you want to edit, go to Compact Layouts.Create a new compact layout and give it a label.Add up to 10 fields. ... Sort the fields by selecting them and clicking Up or Down. ... Save the layout.More items...
When you modify page layout you can?
When you modify page layouts, you can: Change whether a field is required. Change the order of the fields on the page. Assign custom page layouts to different user profiles.
How do I create sections in a page layout in Salesforce?
Custom Objects in the Classic UIGo to Setup.Click Create | Objects | Object Name | Page Layouts | Click Edit beside the desired page layout.Select Fields in the palette.Find Section in the first column, then drag and drop it on the page layout.Enter your desired name on the Section Name field.Click OK.Click Save.
What are Mini Page Layouts?
First, we will discuss some basic details of Salesforce Mini Page layouts for better understanding. It is used to display the subset of items of an existing page layout across different records. This feature is quite useful when you need to know about features without actually opening the database.
What are Compact Layouts in Salesforce?
Moving ahead, we have Compact Layouts that are used to display the group of fields accordingly. These are the ones present on the highlights panel of Salesforce1. Thus, you can look for all key field values in that record. However, the maximum limit is only 10 fields at a time. No doubt Compact Layouts can show all field types except for these,
Conclusion
In the end, we hope you have a clear idea of Compact and Mini Page Layouts in Salesforce. Also, make sure to use them whenever necessary to avoid extra time in opening the records.