How to calculate Agent total spent time on Chat in Salesforce?
Report on Agent Work object/entity can be used to calculate Agent total spent time on Chat in Salesforce. 1. Create a Report Type on Agent Work entity. 2. Create a ....
Tag: Reports and Dashboards in Salesforce
How to show the Report Chart on the record detail page and filter the report using currently viewing record in Salesforce?
In the below example, I have used standard objects Account and Opportunity.Parent Object - AccountChild Object - Opportunity Report Grouped by Account Name: Summarized by Amount Field: Save the Report in Public Reports ....
All subscriptions used Salesforce Exception
Exception: All subscriptions used - To subscribe to this report, first unsubscribe from another one Maximum number of Reports or Dashboards, an User can subscribe to is 7in Salesforce. So, ....
Report on Salesforce Classic Users(Toggling between Lightning and Classic)
Use LightningToggleMetrics entity. 1. Create a custom Report Type. 2. Create a report using the report type from step 1.
How to filter reports based on Role in Salesforce?
Check the help article for additional information.Help Article - https://help.salesforce.com/articleView?id=filter_role_hierarchy.htm&type=5
Chat Drops Salesforce Report
1. Create a custom report type with Primary Object "Chat Transcripts". 2. Select Chat Transcript Events to relate it with Chat Transcript object. 3. Create a Report with the custom ....
Joined Report in Salesforce
A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object ....
Reports Troubleshooting in Salesforce
1. Smart Totaling in Reports in Salesforce “Smart” totaling means that duplicate data is counted only once in any subtotal or total. Salesforce uses “smart” totaling when you run reports ....
How to check Custom Report Type Usage in Salesforce?
Custom Report Type with Reports as the primary object can be used to check Custom Report Type Usage in Salesforce. 1. Create a Custom Report Type with Reports as the ....
Custom Lightning Pages Usage in Salesforce
1. Create a Report Type with LightningUsageByFlexiPageMetrics as the primary object. 2. Create a report using that report type. For additional report types, check the below link https://help.salesforce.com/articleView?id=lex_usage_reports.htm&type=5