Create an Account Report in Salesforce | Salesforce Reporting Tutorial

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  • Опубліковано 7 вер 2024

КОМЕНТАРІ • 14

  • @salesforceemily
    @salesforceemily  2 роки тому

    Not the tutorial you're looking for? Leave a comment and I will try to get back to you as soon as possible!

  • @BlackLionL2479
    @BlackLionL2479 2 роки тому

    You have no idea how much I love you for your excellent tutorials ❤
    You have tremendously and positively changed my entire Salesforce learning experience.
    Thank you very much for enlightening me with your wealth of knowledge!!

    • @salesforceemily
      @salesforceemily  2 роки тому

      Glad you're liking them! We are planning on really stepping up the tutorials in the new year.

  • @biergott9416
    @biergott9416 Рік тому

    Awesome tutorial! Can u also show how to include a report on a specific Account page?

    • @salesforceemily
      @salesforceemily  Рік тому +1

      Thanks! Are you talking about adding a report component onto the accounts layout? If so, I will add it to the list!

    • @biergott9416
      @biergott9416 Рік тому

      @@salesforceemily yes, i would like to have a customer specific report directly on the account page.
      So when my sales team is visiting the customer they should see the most important KPIs :)

  • @rahuljayshree4998
    @rahuljayshree4998 2 роки тому

    Great one

    • @salesforceemily
      @salesforceemily  2 роки тому

      Thanks!

    • @rahuljayshree4998
      @rahuljayshree4998 2 роки тому

      @@salesforceemily Frankly I started the journey of Salesforce after watching your videos on Salesforce..!!!
      You really work hard
      I respect you

  • @yogendraattri8452
    @yogendraattri8452 2 роки тому

    I need help to create the reports as I am not able to do one. Thanks!

    • @salesforceemily
      @salesforceemily  2 роки тому

      Have you checked with your Sys admin to see if you have permissions to create reports or access to the objects you'd like to report on?

    • @yogendraattri8452
      @yogendraattri8452 2 роки тому

      @@salesforceemily Yes, I did check with the admin that I have permissions to create the report. Thanks.

    • @yogendraattri8452
      @yogendraattri8452 2 роки тому

      @@salesforceemily Can you please help me here. I tried but can't create a report. Thanks!

  • @ozkanozgur2436
    @ozkanozgur2436 2 роки тому

    It is like a joke, Where is the "Start Report"