Create Reports Salesforce Lightning | Full Tutorial | 2022
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In this video I explain how to create custom reports in Salesforce Lightning.
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Пікірлер: 51
I'd be lost without you in Lightning. Thanks for all the help.
@NickBoardman
10 ай бұрын
Hahahah my pleasure!
Very useful. Thank you sir.
Amazing tutorial. keep teaching us Nick.
Finally, found the best explanation for Reports! Thank you so much!
Excellent demonstration! Thank you Nick💌
Thank you very much Nick for this wonderful tutorial
Super super helpful! Thank you
Thanks Nick! Your videos are way easy to understand with simple explanation.
Excellent demonstration - Thank you this helped so much
Hello Nick, that's the video we should expect from Salesforce to be able to be familiar quickly with the process. 40 minutes which allows you to understand salesforce methodology.
Excellent demonstration! Thank you very much!
@NickBoardman
Жыл бұрын
Glad it was helpful!
Thank you very much Nick
amazing video as always, Nick. Thank you so much!
@NickBoardman
2 ай бұрын
My pleasure 🫡
Thanks Nick, let me tell you that your video was one of the most simple one to understand, I have seen a few videos but non of those were so much illustrative and easy to understand. thanks.
@NickBoardman
10 ай бұрын
Wow, thanks for the kind comment! I am glad the video helped :)
Thank you it was great
Excellent video - very helpful!
@NickBoardman
Жыл бұрын
My pleasure Sandy!
Thank you very much for this guide
excellent overview
Nice content thanks Nick👍🏻👍🏻
@NickBoardman
Жыл бұрын
Thanks for the kind comment Aditya!
Super helpful 😊
Amazing lesson
@NickBoardman
Жыл бұрын
Thanks Nilvana!
Excelent video, thank you!
@NickBoardman
8 ай бұрын
Glad you enjoyed it!
@DanielDenis-SmartFlower
8 ай бұрын
@@NickBoardman I absolutely did - as well as the general Salesforce Introduction one! Subbed and will check our your other content along the way : )
Thanks! Question... how do you add a field/column that is only available in a different report type than the one you are creating?
Thank you Nick, this was helpful. Probably a dumb question, but our SF entries are not is not very robust nor has all fields completed. If we just want to run a report of contacts that had some activity (eg comments and tasks completed within the contact) for last 2 years, what field would that be? thanks! Mary
Are there any recommendations for helpful reports that can be directly applied to bulk matches and fuzzy logic when improving the data hygiene?
Hi Nick, can we change the field/ column names at the report level. If yes how? Your reply will be helpful for me.
Hi Nick, by any chance do you know how salesforce defines the "Probability" field? Thanks!
is there a way to generate tables for a powerpoint for sales force?
Hi Nick, Thanks! why is it not possible to add a grafic chart to a report?
Can we add multiple charts in the report of salesforce lighting? Also can we add multiple totals in the report to have seperate filters for each total in Salesforce reports like we can do in Power Bi or Tableau? For eg : Total Records only show the records for filtered values, what if we want to show the total without any filters when we run the report, can we do that?
Hi Nick, what platform you suggest to get a certification on Salesforce? Ty.
Hi Nick, do you offering tutoring for Salesforce? I just started a new job that requires me to learn it and I have no idea what I'm doing.
@RichPortQueen
20 күн бұрын
Hows it working out for you?
How do you pull sales information by rep who confirmed the deal like in solar
Hello Nick, how can I filter a list of opportunities SCRM Id's from a report. I have a list of 15k opportunities But I only want the details for 500 of them.
can you rename a report column?
How to make the reports visible to others?
What's the name of the software you are using?
Can anyone please guide me, I am using free trial application and many objects like " Case and opportunity" are not appearing at home so i am not able to create flow.
@michaelhagans965
2 ай бұрын
When you say "not appearing at home" do you mean you do not see the tabs for those objects?
The video is just at the right time i needed🫂
@NickBoardman
Жыл бұрын
Amazing, I am glad I could help Akshay!