Bucket Column can be used to group Opportunities between Step 1 through Step 3 and Step 4 through Step 5 in Salesforce Report. 1. Create a Step picklist field in ....
1. Edit the Report. 2. Select Properties. 3. Click Select Folder. 4. Click All Folders. 5. Click Public Reports Folder and click Select Folder. 6. Report will be now in ....
When the incoming calls are not attended by the Agents, there will be an entry in Agent Work entity with the status "Unavailable". 1. Create a Custom Report Type on ....
Whenever records are routed to the agents via Salesforce Omni-Channel, they are routed using Agent Work Object/Entity records. 1. Create Agent Work Custom Report Type. 2. Create a Report using ....
Sample Presence Decline Reasons: To report on Agents Decline Reasons, use the following steps. 1. Create a Custom Report Type on Agent Work object. 2. Create a Report using the ....
1. Salesforce supports only 200 per hour per org for Dashboard refreshes. 2. A dashboard can be refreshed using Refresh button every minute(60 seconds). 3. Dashboard can have 20 components. ....
To Auto Refresh Salesforce Dashboard in Lightning Experience without sending email, disable "Receive new results by email when dashboard is refreshed" when scheduling the Dashboard. 1. Open the Dashboard. 2. ....
Security over Salesforce Report Export is a very good practice. This will make sure to avoid data theft. We can set session to high assurance when exporting or printing Report ....
1. Create a Custom Report type for Chat Transcripts object. 2. Create a report using the report type created from the step1. 3. Create a formula field in the Report ....
1. Create a Custom Report Type.2. Use Knowledge Articles as Primary object and Article View Statistics as the related object. 3. Use the Custom Report Type and create the report. Set ....