Not the tutorial you're looking for? Let us know and we will add it to the list!

@WorkingMom-13

12 күн бұрын

How do I create a summary report for tracking how many emails are captured on a case via the email-to-case setup?

I was just trying to do this today! Thanks for the great instruction.

@salesforceemily

14 күн бұрын

Glad it was helpful!

How do I create a summary report for tracking how many emails are captured on a case via the email-to-case setup?

Yah thanks for the video but just wanted to understand that when we do grouping on rows that will be a summary report as here u grouped on stage , but u also said it's a matrix report which I didn't understand, can u pls clarify this?? Appreciate ur efforts

@salesforceemily

14 күн бұрын

Hey sorry for the confusion! A matrix report is when it is grouped by rows or columns (ie grouped by stage or type). A summary report is when it is not grouped, but you are summarizing a column (ie calculating total opportunity amount or total number of cases).

How did you get your home page to have that layout ?

@salesforceemily

14 күн бұрын

This was the layout from a newly created dev org. If you want to make your org look like that I would create a new org and try to replicate the settings