Has anyone noticed an issue with accessing Dashobards from Classic today? They are working correctly in Lightning but some components are displaying an Internal Server Error message. This is impacting multiple users across every browser.
I'm after a top 10 list of my top industry in accounts, how do I do this? (Descending)
at the moment its only showing accounts and industryies but not listing them like:
- Scaffolding (10)
- Schools (8)
- Retail (6)
Can anyone tell me if we are able to track/log the user activity in SalesForce…what searches they perform, any export of contacts, their “click” activity? Thanks!
Not OOTB until and unless you have the Event Monitoring add on.
You will be able to monitor the report exports, URI Web Clicks
Event Monitoring is a paid add on.
Please go through the below module in trailhead to know more about the same
And, the closed and open amount of the opportunities refers to the amount closed and open just in the quarter or the accumulated during the year?
Thanks a lot!
My question is related to whether it is possible to also freeze the counter on the Age field of that opportunity, as it is important for us to track how long a "active" opportunity takes to close.
For example, Sales Person A works an opportunity for 3 months until they realize that due to budgeting cycles or perhaps personnel changes, the opportunity will not close in a reasonable time. A year later they still would like to pursue the opportunity and we would like to maintain the data from that opportunity during that "hold period", once the opportunity is made "active" again I would like the Age counter to continue so if it closes we can still judge how long it took to close.
The counter in this case would be 3 months, followed by 12 months of inactivity and another 3 months until close. I would like this to display 6 months instead of 18 months.
One alternative would be to move the opportunity to Closed Lost and reopen it after that year but I question whether that would be a best practice.
Any suggestions would be greatly appreciated!
You might be better off using a standard Opportunity History Report and just include/exclude the "On Hold" Stage using Report Filters, then add a Chart to the Report and add the Report Chart to the Opportunity Page Layout (no custom code needed)
I would like to add a chart to a cutstom monthly opportunity report.
In the custom report I have add the following fields: lead source account name billing city billing address
Currently I created one report with an added a chart to it. This is the report of the month February but when I am trying to do exactly the same for the month January the button 'add chart' is still grey and unable use it. I would like to make a report of every month to make a dasboard of it. Because of that I need the charts to visualize it all.
I have tried the different previews as well but none of them shows me an usable 'add chart' button.
What I am doing wrong?
However, I WANT to include this data, and cannot see in Classic or LEX how to turn this back on. Does anyone know if these was retired all together is subsequent releases?
I would like to create a custom report where I can have all the Accounts and the Opportunities linked, even the Accounts without Opportunities.
For that, I create a new type of report (configuration > create), where I put Account as object A and Opportunity as Object B with or without associated records (cf. screenshot below).
The problem is when I created my report, if put only information of the Account, I've all the Account (around 5.000 records), but once I add information linked with Opportunities, I lost all the Accounts that don't have Opportunities... (around 3.500)
The thing is I nedd to have in the same report all the Accounts and the information of the Opportunity if the Account has an Opportunity. In the case the Account doesn't have an Oportunity, the cell could stay empty.
Could you please tell me how I can construct this report (I'm almost sure we can do that).
Thanks in advance
You would have to export the report results to Excel to see all of them.
Lightning Experience Reports & Dashboards Specialist, step 2, Accounts Without SolarBot Opportunities
The 'Accounts Without SolarBot Opportunities' report doesn't include the correct collection of accounts.
- Standard accounts report type
- Outline Columns: Account name, Type, Phone
- Cross Filters: Accounts without SolarBots
- Results showing 12 records
- Saved as Accounts Without SolarBot Opportunities and placed in the SolarBot Sales Reports folder
I do not see what is wrong with this report. would appreciate another set of eyes on this. thanks.
Yes, I posted the question in the power of us hub and got an solution. If you have access to it here is the link: https://powerofus.force.com/s/question/0D51E00004wjYCw/create-a-custom-data-range-for-reports-that-is-not-fiscal-year-or-calendar-year?s1oid=00D00000000hWLM&s1nid=0DB800000004Fa7&emkind=chatterCommentNotification&s1uid=0058000000B5KaX&emtm=1576824203696&fromEmail=1&s1ext=0 (https://powerofus.force.com/s/question/0D51E00004wjYCw/create-a-custom-data-range-for-reports-that-is-not-fiscal-year-or-calendar-year?s1oid=00D00000000hWLM&s1nid=0DB800000004Fa7&emkind=chatterCommentNotification&s1uid=0058000000B5KaX&emtm=1576824203696&fromEmail=1&s1ext=0)
If you cannot access it, here are the details:
An alternative approach you could consider is creating a checkbox formula, e.g. "This School Year", something like:
AND( MONTH( datefield__c ) >= 8, MONTH( datefield__c ) <= 12, YEAR( datefield__c ) = YEAR( TODAY() )),
AND( MONTH( datefield__c ) >= 8, MONTH( datefield__c ) <= 12, YEAR( datefield__c ) = YEAR( TODAY() ) - 1),
AND( MONTH( datefield__c ) >= 1, MONTH( datefield__c ) < 8, YEAR( datefield__c ) = YEAR( TODAY() )) ),
Note, replace "datefield__c" above with your the right date field for your respective object.
Then in a report, you could bring your new formula field in as a filter: "This School Year" equals TRUE.