To track Cases and Emails in Salesforce Report, create a Custom Report Type with Case as primary object and Emails as the related object. 1. Create a Custom Report Type ....
Network Search Query Frequency object/entity in Salesforce is used to track and store information about the frequency of search queries performed by the users on the Experience Cloud Sites. "Network ....
1. Create a Custom Report Type on Topic Assignments object/Entity. 2. Create a Report from the Report Type created on Topic Assignments object/Entity. In the Report Filter, Filter by Record ....
Create Report on a Custom Report Type with "Email Messages" object to Track the incoming Emails in Salesforce. 1. Create a Custom Report Type with "Email Messages" object. 2. Create ....
To find the Date Time difference in Salesforce Report Formula, use the DATEVALUE(). Sample Salesforce Report Formula: IF( ISNULL(CLOSED_DATE), DATEVALUE(NOW()) - DATEVALUE(Case.Completed_Date__c), DATEVALUE(CLOSED_DATE) - DATEVALUE(Case.Completed_Date__c) ) As per the above ....
When the Chat is transferred in Salesforce, Agent Work record is created. So, we can use the Agent Work Object/Entity to track Salesforce Chat Transfers. 1. Create Agent Work Custom ....
For Date Time with Seconds in Salesforce Report, we can create a Row-Level Formula Column. Sample Formula: TEXT( DATETIMEVALUE( CREATED_DATEONLY ) ) Output: Note: The Date Time value is in ....
To Report on Salesforce Users Mobile Device Login History, create a Report on Users Standard Report Type. Use the Filter on the Report with Login Subtype as 'OAuth User-Agent for ....
We can make use of Summary Formula in Salesforce Reports for Percentage Calculation. In the following example, I have calculated Salesforce Case Closures percentage per month by agents. 1. Go to ....
Salesforce Lead Report grouped by Converted Date's Month can be used to Report on Converted Leads grouped by Month. 1. Go to Reports tab. 2. Click "New Report" button. 3. ....
