Display Salesforce Report Charts in the Record pages

Поділитися
Вставка
  • Опубліковано 11 лют 2023
  • In this episode, learn how to add Salesforce report charts to the record pages.
    Guide:
    -Create a report in Salesforce using the data you want to display on the record page.
    -Add the chart to the page layout: Go to the page layout of the record you want to add the chart to, and click on the "Lightning App Builder" button (gear cog menu). Then, drag and drop the "Report Chart" component onto the page layout.
    -Configure the chart: Select the report you want to use from the drop-down menu and choose the type of chart you want to display. You can also customise the chart's appearance and behaviour by using the chart properties.
    -Save and activate the page layout: After configuring the chart, click "Save" and then activate the page layout. The chart will now display in the record page.
    -Interact with the chart: Users can interact with the chart by hovering over data points, selecting data points, and drilling down into details.
    -Update the chart: If the data in the report changes, the chart will automatically reflect the updated data. You can also refresh the chart manually by clicking on the "Refresh" button in the chart component.
    🔔 Subscribe to Salesforce Atlas!
    🎵 Music: You by Ikson ( / ikson )
  • Навчання та стиль

КОМЕНТАРІ •