How to Add a Report Chart to a Record Page in Salesforce

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  • Опубліковано 5 лип 2022
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    Learn how to add a report chart to a record page in Salesforce Lightning.
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  • Наука та технологія

КОМЕНТАРІ • 8

  • @ahmadmansoorbhatti
    @ahmadmansoorbhatti 11 місяців тому

    Nicely explained. Thanks

    • @Rotive
      @Rotive  11 місяців тому

      Glad it was helpful!

  • @Fallentol
    @Fallentol 11 місяців тому

    How can I display Line Chart in a page layout? My report is of the line chart type, where X is a period, and Y is the project amount, but when I try to display it on the layout, it uses completely different settings. Thank you!

    • @Rotive
      @Rotive  11 місяців тому

      I've noticed this too at times. I'm not sure why it seems to ignore the underlying charts. I wish I had a better answer for you. If you find out why that happens, please let me know!

  • @WilliamWatrous
    @WilliamWatrous Рік тому

    Alexis Rose Communications hahaha love it

    • @Rotive
      @Rotive  Рік тому +1

      Glad you appreciate our appreciation for Schitt's Creek! In one of these videos I foolishly use Herb Hertlinger's Fruit Wine as an example. haha

  • @jananimanoj2697
    @jananimanoj2697 8 місяців тому

    Can we add a Custom Reports to it?

    • @Rotive
      @Rotive  7 місяців тому

      Absolutely. I don't think custom reports are a problem.