Quick Guide: Track Salesforce Chat Transfers
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 ....
Tag: Reports and Dashboards in Salesforce
Date Time with Seconds in Salesforce Report
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 ....
Salesforce Users Mobile Device Login History Report
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 ....
Salesforce Percentage Calculation in Report
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 Report on Converted Leads grouped by Month
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. ....
How to find each agent accepted Salesforce Omni-Channel Work Items per day?
Accept Date(AcceptDateTime) on Agent Work is populated when the agent accepts the Work Item(Case, Chat, Messaging Session, etc.) via Omni-Channel Widget. So, we can use this field to to find ....
Check Salesforce Reports and Dashboards Subscriptions for an User
Option 1 - API: Report Subscription: https://{Your Domain URL}/services/data/v56.0/analytics/notifications?source=lightningReportSubscribe&ownerId=0053t00000AG695AAD Dashboard Subscription: https://{Your Domain URL}/services/data/v56.0/analytics/notifications?source=lightningDashboardSubscribe&ownerId=0053t00000AG695AAD Option 2 - SOQL: SELECT Id, CronJobDetailId, State FROM CronTrigger WHERE CronJobDetail.JobType = 'A' AND OwnerId ....
How to find Salesforce Reports usage in Dashboards?
Salesforce Custom Report Type on Reports with Dashboard Components can be used to find Reports usage in Dashboards. 1. Create a Custom Report Type on Reports with Dashboard Components. 2. ....
How to create a Joined Report in Salesforce Lightning Experience?
To create a Joined Report in Salesforce Lightning Experience, check the following steps. 1. Go to Reports Tab. 2. Click New Report button to create a Report. 3. Select Report ....
How to find Visitor Wait Time to Chat in Salesforce?
1. Create a Report Type for Agent Work entity. 2. Create a Row Level Formula field in the Report using the below formula. (AgentWork.AcceptDateTime-AgentWork.CreatedDate)*24*60*60 Output: https://youtu.be/xsSkCRKelLc