Bearable IT
Bearable IT
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Einstein Analytics Static and Results Binding (Tableau CRM)
In this video we will cover static and results binding, similar to calculated fields and parameters in Tableau. Video 3 in a 3 part video series.
Переглядів: 3 019

Відео

Einstein Analytics Data Flows (Tableau CRM)
Переглядів 2,3 тис.3 роки тому
In this video we will cover the very basics of getting your data into Analytics Studio. Video 1 in a 3 part video series.
Einstein Analytics Dashboard Basics (Tableau CRM)
Переглядів 2,8 тис.3 роки тому
In this video we will be going over the basics of creating a simple dashboard. Video 2 in a 3 part video series.
Administrator Certification Maintenance Spring 20 Trailhead (Journey to Ranger)
Переглядів 1774 роки тому
Please join me on my journey to ranger as I get this Administrator Certification Maintenance Spring 20 badge.
Salesforce Ohana Culture Trailhead (Journey to Ranger)
Переглядів 2,3 тис.4 роки тому
In this video I will show you how to get your Salesforce Ohana Culture Badge
Salesforce: Search Layout Fields
Переглядів 9 тис.4 роки тому
Quick video showing how to control which fields show up during the search in on an object in Salesforce
Salesforce: Joined Reports (Lightning)
Переглядів 29 тис.4 роки тому
Quick video on doing joined reports in Salesforce using the lightning interface.
Salesforce: Report Filter Logic
Переглядів 8 тис.4 роки тому
Quick Video on one of the more advanced topic of salesforce reporting, which is filter logic. Meant to be short and sweet and hopefully easy to follow along and understand.
Salesforce: Report Cross Filters
Переглядів 1,8 тис.4 роки тому
Quick video demonstrating how cross filters work in Salesforce
Salesforce: Row Level Formula
Переглядів 9 тис.4 роки тому
Quick video on row level formulas in salesforce reports
Salesforce: Percent of Total Formula in Report
Переглядів 25 тис.4 роки тому
Quick video on doing percentage of total summary field on a salesforce report.
Salesforce: Report Cumulative Formula
Переглядів 8 тис.4 роки тому
In this short video I will demonstrate how to do a cumulate total in salesforce reporting.
Salesforce: Report Summary Field
Переглядів 2,3 тис.4 роки тому
Quick two minute video on making a simple formula field in a salesforce report
Salesforce: Bucket Field
Переглядів 12 тис.4 роки тому
Quick video on bucket fields in salesforce using lightning reports.
Salesforce: Report Types
Переглядів 3,3 тис.4 роки тому
In this video I explain how report types are generally structures in salesforce and how to understand their titles when words such as "And" and "With" are used. Report types are pretty straight forward once you get the hang of them, but as always it takes time and practice to get comfortable working with them.
Salesforce: Reporting For Beginners
Переглядів 3094 роки тому
Salesforce: Reporting For Beginners
Salesforce: How to Make a Field
Переглядів 2274 роки тому
Salesforce: How to Make a Field
Salesforce: How to Send Email Based on Field Change
Переглядів 3,4 тис.4 роки тому
Salesforce: How to Send Email Based on Field Change
Salesforce: How to Create a Custom Object
Переглядів 974 роки тому
Salesforce: How to Create a Custom Object
Salesforce: Master-Detail vs Lookup Relationship
Переглядів 2,5 тис.4 роки тому
Salesforce: Master-Detail vs Lookup Relationship
Salesforce: Approval Process
Переглядів 17 тис.4 роки тому
Salesforce: Approval Process

КОМЕНТАРІ

  • @VeteranSoldier
    @VeteranSoldier 3 місяці тому

    If you are still working on Salesforce, do you have an updated version of this that works with the new Flow Builder and is it only able to do this to email internal users? Can it be set to email the contact itself?

  • @ivorthecheeseman
    @ivorthecheeseman 3 місяці тому

    this is awesome, thanks mate!

  • @_therealmadam.phasha
    @_therealmadam.phasha 4 місяці тому

    This was very helpful thank you

  • @PeteLucci
    @PeteLucci 5 місяців тому

    Awesome, clear, concise! Thank you!

  • @facundocarreras3267
    @facundocarreras3267 5 місяців тому

    Sos un capo hermano, me salvaste. Gracias.

  • @cassiaqueiroz5512
    @cassiaqueiroz5512 7 місяців тому

    Thank youu!

  • @brendavanhouten2034
    @brendavanhouten2034 8 місяців тому

    Don't know why I waited so long to take a look at Joined Reports. Your video was clear, concise ... very easy to follow. Thanks for posting!

  • @theMightyOne2
    @theMightyOne2 9 місяців тому

    good video, a suggestion would be to increase zoom level of browser, its really hard to read your screen on mobile

  • @GenaOliver-j5r
    @GenaOliver-j5r 11 місяців тому

    OMG thank you! I have been beating my head against a brick wall for HOURS!

  • @PierreKoever
    @PierreKoever Рік тому

    Thanks you so much for this ! Very helpful for my desire to build MAT's / Rolling Totals / Last-Twelve-Months into Salesforce.

  • @S-do3hb
    @S-do3hb Рік тому

    Thanks for the clear video. Amazing job!

  • @mattbrown4783
    @mattbrown4783 Рік тому

    You're missing a lot of steps here, the formula is the most important part, it's the base of this function.

  • @eshaanjain7409
    @eshaanjain7409 Рік тому

    Great video, hate to see that there is no 'OR' filter logic available under Cross Filters and it only supports 'AND' filter logic. Salesforce should enhance their reporting capabilities to make it more robust

  • @prajwalsrinivas5157
    @prajwalsrinivas5157 Рік тому

    Brilliant explanation!! But could you kindly consider making the video a little more clearer in terms of visibility?

  • @ConradLaurion
    @ConradLaurion Рік тому

    Appreciate it man, was asking chat gbt and it couldn’t help. Your video solved it

  • @hvc3423
    @hvc3423 Рік тому

    Thank you so much!!!

  • @VinayKumar-gq4bg
    @VinayKumar-gq4bg Рік тому

    How do I create a report which having same subject and description For example I have 100 cases and I want to see out these 100 cases how many cases contains same subject and description line Any suggestion on this is much helpful.

  • @bluyetiinc7553
    @bluyetiinc7553 Рік тому

    Thank you. Really helped.

  • @blackfield11
    @blackfield11 Рік тому

    super clear

  • @AnneStoneberger
    @AnneStoneberger Рік тому

    How do I do three 'OR' statements?

  • @helenadouglas3542
    @helenadouglas3542 Рік тому

    Great explanation and demonstration, very easy to understand.

  • @YungmastaCisco
    @YungmastaCisco Рік тому

    Just got introduced to Salesforce at my new job and this channel will be extremely helpful I can tell.

  • @lillianabaxter9125
    @lillianabaxter9125 Рік тому

    Very helpful! Thank you!

  • @marybethlemay1246
    @marybethlemay1246 Рік тому

    how do you limit the records in the second block to only show if there is a record in the first block?

  • @ayesha_sharif
    @ayesha_sharif Рік тому

    Thank you so much!

  • @3DCrafterBro
    @3DCrafterBro Рік тому

    thanks :)

  • @pauladw198
    @pauladw198 Рік тому

    Hey, can you have a formula where you show only matching records on both? by that l mean ONLY accounts with cases and opportunities? and exclude anything empty from both blocks ? thank you

  • @RaoulKyronlahti
    @RaoulKyronlahti Рік тому

    Great break down, thanks!

  • @sayanroychowdhury3325
    @sayanroychowdhury3325 Рік тому

    Sorting the row level formula is not working. Can u plz suggest any help

  • @patborjon6778
    @patborjon6778 Рік тому

    Thank you for this excellent explanation! Great breakdown & easy to follow.

  • @nerdyblackchick
    @nerdyblackchick 2 роки тому

    Simple explanation and quick tutorial. Thank you!

  • @davidgutierrez8795
    @davidgutierrez8795 2 роки тому

    lol what a joke

  • @dustinfarris7248
    @dustinfarris7248 2 роки тому

    Very straightforward. Thank you!

  • @Eric-ie8rz
    @Eric-ie8rz 2 роки тому

    Instead of pasting the formula, why didn't you show us how to build it? This video was not helpful at all.

  • @fakeusername2451
    @fakeusername2451 2 роки тому

    dude you a lifesaver. love you loads man. short and crisp video. kudos to you.

  • @syedmoin134
    @syedmoin134 2 роки тому

    Thanks for ur effort and time ,,,,

  • @sheiladsa5241
    @sheiladsa5241 2 роки тому

    What if I want my percentage to show up on all summary levels?

  • @edwilson9183
    @edwilson9183 2 роки тому

    Is it possible to spit out a percentage increase instead of currency?

    • @tinaodell7268
      @tinaodell7268 6 місяців тому

      Yes, you will use ----( the cumulative amount formula) / PARENTGROUPVAL(Amount__c:SUM , GRAND_SUMMARY)

  • @aslambagwan6032
    @aslambagwan6032 2 роки тому

    Thanks

  • @aslambagwan6032
    @aslambagwan6032 2 роки тому

    Thanks

  • @armandoyaelmarroquin1171
    @armandoyaelmarroquin1171 2 роки тому

    Muchas gracias!!

  • @payaljain5343
    @payaljain5343 2 роки тому

    Great video!

  • @payaljain5343
    @payaljain5343 2 роки тому

    fantastic! Very helpful

  • @anurup_nair
    @anurup_nair 2 роки тому

    and from where will we get this Magic Formula? 🤭

  • @PabloGarfunkel
    @PabloGarfunkel 2 роки тому

    So, this is great and am putting it to use... except I am hitting a huge snag... I am trying to do a rolling 12 months sales report... so I just replicated your proposed formula x12. Problem is I have months where there are no data points (no records) and Salesforce, in such case, just omit period in the summary report :-\ So I am ending with not really a last 12 months rolling sales report, but rather last 12 available iterations with records on the period. How would you propose to deal with that gap?

  • @entropy1088
    @entropy1088 2 роки тому

    Thank you! Especially for keeping it short and to the point!

  • @nitinrai000
    @nitinrai000 2 роки тому

    Lol The problem is that he gets the formula from Magic.

  • @thejmi86
    @thejmi86 2 роки тому

    Amazing! THANK YOU

  • @dougthompson8068
    @dougthompson8068 2 роки тому

    THIS DOES NOT WORK!!!!!!

  • @ivancastaneda4429
    @ivancastaneda4429 2 роки тому

    Good