Umesh Lad
Umesh Lad
  • Видео 99
  • Просмотров 290 849
Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead/Salesforce
Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead/Salesforce
Trailmix 2 - Customize Salesforce with Clicks
Filter Your Report
Create a Cases report.
Set the Units standard filter to Days.
Verify that the following fields are included:
Industry
Status
Type
Set up the following custom filters in this order:
Industry: Equals Energy
Industry: Equals Electronics
Status: Not equal to Escalated
Type: Equals Structural
Add the following filter logic:
(1 OR 2) AND 3 AND NOT 4
Save the report in a shared folder.
Report name: Cases by Status
Folder: Public Reports
#salesforce
#salesforceadmin
#salesforcetrailhead
#trailhead
#salesforcedeveloper
Disclaimer -
This Video for education purposes...
Просмотров: 11 379

Видео

User Management | Add New Users | Trailhead/Salesforce
Просмотров 6 тыс.6 месяцев назад
User Management | Add New Users | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks Create a new user: Open Setup in the org In the Quick Find box, enter users and then select Users Click New User Enter the first name and last name For Alias, enter testuser For Email, enter your email address For Username, enter (YourInitials)_testuser_(YYYYMMDD)@example.com. (Usernames must be...
Lightning App Builder | Add Visibility Rules for Dynamic Pages | Trailhead/Salesforce
Просмотров 8 тыс.7 месяцев назад
Lightning App Builder | Add Visibility Rules for Dynamic Pages | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks Make a custom account record page dynamic Add a visibility rule to an account record page. Add a Rich Text component to the page with this text: “HOT ACCOUNT” Add a visibility rule to the Rich Text component with these filter values: Filter Type: Record Field Field...
Lightning App Builder | Get Started With Dynamic Forms | Trailhead/Salesforce
Просмотров 20 тыс.7 месяцев назад
Lightning App Builder | Get Started With Dynamic Forms | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks Upgrade a custom record page to Dynamic Forms Give users a customized set of fields on their account record pages. This challenge uses the New Account Page you created for the challenge in the previous unit. If you haven’t already completed the “Build a Custom Record Page ...
Lightning Experience Customization | Customize Record Page Components and Fields | Trailhead/sfdc
Просмотров 14 тыс.7 месяцев назад
Lightning Experience Customization | Customize Record Page Components and Fields | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks Customize a contact record page Give users a customized set of fields on their contact record pages. Select Edit Page from a contact record Upgrade the page to use Dynamic Forms Use the Contact Layout as the source for the fields Remove these fiel...
Create Formula and Roll Up Summary Fields | Trailhead/Salesforce
Просмотров 4399 месяцев назад
Improve Data Quality for a Recruiting App | Create Formula and Roll-Up Summary Fields | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks #salesforcedeveloper #salesforcetrailhead #trailhead #salesforceadmin #salesforce Disclaimer - This Video for education purposes
Improve Data Quality for a Recruiting App | Create Validation Rules | Trailhead/Salesforce
Просмотров 46210 месяцев назад
Improve Data Quality for a Recruiting App | Create Validation Rules | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks #salesforcedeveloper #salesforcetrailhead #trailhead #salesforceadmin #salesforce Disclaimer - This Video for education purposes
Improve Data Quality for a Recruiting App | Create Cross Object Formulas | Trailhead/Salesforce
Просмотров 49210 месяцев назад
Improve Data Quality for a Recruiting App | Create Cross Object Formulas | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks #salesforcedeveloper #salesforcetrailhead #trailhead #salesforceadmin Disclaimer - This Video for education purposes
Customize the User Interface for a Recruiting App | Enable Chatter on the Review Object | Trailhead
Просмотров 30010 месяцев назад
Customize the User Interface for a Recruiting App | Enable Chatter on the Review Object | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks Verify Step : Enable Chatter Feed Tracking Enable Chatter feed tracking on the Review object. 1. From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking. 2. In the list of available objects, click Review. 3. Select ...
Customize the Position Page Layout | Trailhead/Salesforce
Просмотров 58010 месяцев назад
Customize the User Interface for a Recruiting App | Customize the Position Page Layout | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks #salesforcedeveloper #salesforcedeveloper #salesforcetrailhead #trailhead #salesforce Disclaimer - This Video for education purposes
Create Record Types on the Position Object | Trailhead/Salesforce
Просмотров 63811 месяцев назад
Customize the User Interface for a Recruiting App | Create Record Types on the Position Object | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks #salesforceadmin #salesforcedeveloper #salesforcetrailhead #trailhead Disclaimer - This Video for education purposes
Customize the User Interface for a Recruiting App | Customize the Review Page Layout | Trailhead
Просмотров 1,6 тыс.11 месяцев назад
Customize the User Interface for a Recruiting App | Customize the Review Page Layout | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks #salesforceadmin #salesforcedeveloper #trailhead #salesforcetrailhead #salesforce Disclaimer - This Video for education purposes
Create Reports with the Report Builder | Trailhead / Salesforce
Просмотров 13 тыс.Год назад
Reports & Dashboards for Lightning Experience | Create Reports with the Report Builder | Trailhead / Salesforce Trailmix 1 - Fundamentals of Salesforce Create a Report to Show Leads Start a new report: Report type: Leads Standard filter: Click the All Time link if you don’t see any data in the report preview (We won’t check for this) Include these fields: State/Province Lead Source Save the rep...
Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead / Salesforce
Просмотров 28 тыс.Год назад
Reports & Dashboards for Lightning Experience | Filter Your Report | Trailhead / Salesforce Trailmix 1 - Fundamentals of Salesforce Create a Report with Filter Logic Create an Opportunities report. Set the following standard filter: Date: Close Date Range: All Time Verify that the following fields are included: Amount Probability Stage Set up the following filters in this order: Amount: Greater...
Create an Object Specific Quick Action | Trailhead/Salesforce
Просмотров 1,9 тыс.Год назад
Customize the User Interface for a Recruiting App | Create an Object Specific Quick Action | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks Solution of Trailhead #salesforceadmin #salesforcedeveloper #trailhead #salesforcetrailhead Disclaimer - This Video for education purposes
Data Security | Define Sharing Rules | Trailhead/Salesforce
Просмотров 3,1 тыс.Год назад
Data Security | Define Sharing Rules | Trailhead/Salesforce
Data Security | Create a Role Hierarchy | Trailhead / Salesforce
Просмотров 3 тыс.Год назад
Data Security | Create a Role Hierarchy | Trailhead / Salesforce
Data Security | Control Access to Records | Trailhead / Salesforce
Просмотров 3 тыс.Год назад
Data Security | Control Access to Records | Trailhead / Salesforce
Data Security | Control Access to Fields | Trailhead / Salesforce
Просмотров 3,2 тыс.Год назад
Data Security | Control Access to Fields | Trailhead / Salesforce
Data Security | Control Access to Objects | Trailhead/Salesforce
Просмотров 3,3 тыс.Год назад
Data Security | Control Access to Objects | Trailhead/Salesforce
Data Security | Control Access to the Org | Trailhead/Salesforce
Просмотров 5 тыс.Год назад
Data Security | Control Access to the Org | Trailhead/Salesforce
Data Security | Overview of Data Security | Trailhead/Salesforce
Просмотров 1,3 тыс.Год назад
Data Security | Overview of Data Security | Trailhead/Salesforce
User Management | Control What Your Users Can Access | Trailhead/Salesforce
Просмотров 2 тыс.Год назад
User Management | Control What Your Users Can Access | Trailhead/Salesforce
User Management | Add New Users | Trailhead/Salesforce
Просмотров 2,6 тыс.Год назад
User Management | Add New Users | Trailhead/Salesforce
Formulas and Validations | Create Validation Rules | Trailhead/Salesforce
Просмотров 3,7 тыс.Год назад
Formulas and Validations | Create Validation Rules | Trailhead/Salesforce
Formulas and Validations | Implement Roll Up Summary Fields | Trailhead/Salesforce
Просмотров 2,3 тыс.Год назад
Formulas and Validations | Implement Roll Up Summary Fields | Trailhead/Salesforce
Formulas and Validations | Use Formula Fields | Trailhead/Salesforce
Просмотров 1,9 тыс.Год назад
Formulas and Validations | Use Formula Fields | Trailhead/Salesforce
Lightning App Builder | Work with Custom Lightning Components | Trailhead/Salesforce
Просмотров 2,7 тыс.Год назад
Lightning App Builder | Work with Custom Lightning Components | Trailhead/Salesforce
Lightning App Builder | Build an App Home Lightning Page | Trailhead/Salesforce
Просмотров 3 тыс.Год назад
Lightning App Builder | Build an App Home Lightning Page | Trailhead/Salesforce
Build a Custom Record Page for Lightning Experience and Salesforce Mobile App | Trailhead/Salesforce
Просмотров 2,3 тыс.Год назад
Build a Custom Record Page for Lightning Experience and Salesforce Mobile App | Trailhead/Salesforce

Комментарии

  • @unknown-11911
    @unknown-11911 2 дня назад

    Thank you

  • @fatimaarif3699
    @fatimaarif3699 13 дней назад

    You're doing extra for the last step. Just check if the record detail mobile is on detail tap or not. If it is remove it. No need to add it to details tap

  • @sudeshnakundu1108
    @sudeshnakundu1108 26 дней назад

    Thank youu

  • @HinaKhan-u9u
    @HinaKhan-u9u Месяц назад

    On clicking Add role below CEO, I'm not getting the tab to enter values, instead of that it's showing "New User Role". What to do?

  • @germainetanjiemin
    @germainetanjiemin Месяц назад

    thank you so much this was so helpful

  • @user-ul5eb2eu8x
    @user-ul5eb2eu8x Месяц назад

    if Rating field is not visible in record field kindly choose Prospect Rating

  • @shifasworld3005
    @shifasworld3005 Месяц назад

    Same

  • @louissepepito7577
    @louissepepito7577 Месяц назад

    it says i cant chasnge my usernanme wtf?

  • @joseeliassanchez8658
    @joseeliassanchez8658 2 месяца назад

    Error: Field EndDate__c does not exist. Check spelling.

  • @tharshini5077
    @tharshini5077 2 месяца назад

    BRO value:hot is not showing🙁😢😢!!!!!HELP ME PLZZZZZZZZZZZZZZZZZZ

    • @tharshini5077
      @tharshini5077 Месяц назад

      if anyone has same issue ....i have solved this by adding prospect rating instead of rating!!

  • @braholka1
    @braholka1 2 месяца назад

    There are no CASES in the creation filter

  • @reethikareethu3120
    @reethikareethu3120 2 месяца назад

    we cant find a user with 'testuser' in the username and the testuser as the alias.

  • @maliseandreanelli9797
    @maliseandreanelli9797 2 месяца назад

    This video was a life saver, excellent work and thank you.

  • @PriyanshiBawane
    @PriyanshiBawane 3 месяца назад

    thank you

  • @KishorYengantiwar-jj1wh
    @KishorYengantiwar-jj1wh 3 месяца назад

    Your all view is so helpful

  • @TarunNakade
    @TarunNakade 3 месяца назад

    thank you

  • @AachalPatil-mp9of
    @AachalPatil-mp9of 3 месяца назад

    thank you

  • @PriyanshiBawane
    @PriyanshiBawane 3 месяца назад

    thank you!

  • @KishorYengantiwar-jj1wh
    @KishorYengantiwar-jj1wh 3 месяца назад

    thank you!

  • @TarunNakade
    @TarunNakade 3 месяца назад

    THANK YOU

  • @VijayMohate-ej1pq
    @VijayMohate-ej1pq 3 месяца назад

    THANK YOU

  • @VijayMohate-ej1pq
    @VijayMohate-ej1pq 3 месяца назад

    THANK YOU

  • @AachalPatil-mp9of
    @AachalPatil-mp9of 3 месяца назад

    THANK YOU

  • @PriyanshiBawane
    @PriyanshiBawane 3 месяца назад

    THANK YOU

  • @KishorYengantiwar-jj1wh
    @KishorYengantiwar-jj1wh 3 месяца назад

    THANK YOU

  • @TarunNakade
    @TarunNakade 3 месяца назад

    THANK U SIR

  • @PRASUNAE-cl9nk
    @PRASUNAE-cl9nk 3 месяца назад

    thank you so much🤝

  • @abhaykevat3997
    @abhaykevat3997 3 месяца назад

    pls provide trailmax sol3

  • @IgorSilva-ef6cw
    @IgorSilva-ef6cw 3 месяца назад

    🤘

  • @SeanRahimi-fi7fx
    @SeanRahimi-fi7fx 3 месяца назад

    Hey I am stuck on Create Prompts in Lightning Experience > Create a Docked Prompt, I tried everything no luck can you help? As always I will reward you for yout time spend with me, please let me know! I have zoom and we can do it together. Thanks

  • @SeanRahimi-fi7fx
    @SeanRahimi-fi7fx 3 месяца назад

    Man you are amazing, thank you again!

  • @SeanRahimi-fi7fx
    @SeanRahimi-fi7fx 3 месяца назад

    Thank you this worked well, I messaged you before on another reports building, I am stuck on one of the hands-on challenge can you help?

  • @SeanRahimi-fi7fx
    @SeanRahimi-fi7fx 3 месяца назад

    Thank you, this was a great video, helped alot. I am stuck on another one are you able to help? I will reward you for your time. We can do zoom meeting, let me know!

  • @findjoselyn
    @findjoselyn 3 месяца назад

    Whew...I did it, thank you for your guidance!

  • @findjoselyn
    @findjoselyn 3 месяца назад

    The ‘SLA Expiration Date’ field is still present on the New Account Page. However, I DID remove it, any help?

  • @jbjb9610
    @jbjb9610 3 месяца назад

    Very nice video I worked on this 5 hours ... And I was missing something this video really solves the problem

  • @sarahjones1366
    @sarahjones1366 3 месяца назад

    I worked on this for the longest time, I knew I was missing something really simple. I'm so glad to see that it wasn't just me and deeply thankful for this video. Thank you so much!

  • @olenabarylova1592
    @olenabarylova1592 3 месяца назад

    Thx

  • @predatortechnical1282
    @predatortechnical1282 4 месяца назад

    Value: Hot is not showing

  • @archanajain99
    @archanajain99 4 месяца назад

    hi, here i am not able to update more information tab. what should i do?

  • @aruntomar10
    @aruntomar10 4 месяца назад

    Step not yet complete in Brave Hawk Playground Make sure you moved the correct fields from the Information section to the Candidate Rating section.

  • @ronnygamerz88
    @ronnygamerz88 4 месяца назад

    Thanks buddy it will helpful❤

  • @Harshmodi-db9bz
    @Harshmodi-db9bz 4 месяца назад

    didnt get position title option

  • @brookeguthrie3417
    @brookeguthrie3417 4 месяца назад

    Thank You!

  • @TabSF-co2ch
    @TabSF-co2ch 4 месяца назад

    Thank you so much! After working on this for long I found this video. Very Helpful-step by step video. Thank you!

  • @TabSF-co2ch
    @TabSF-co2ch 4 месяца назад

    Thank you so much! After working on this all day, I found this video. So Helpful, clear step by step video. Thank you!

  • @teressacooks7928
    @teressacooks7928 4 месяца назад

    THANK YOU THANK YOU THANK YOU!!! A MILLION TIMES would not be enough. The instructions were so unclear. I worked on this for two days🥴🥴, went to the discussion board on Trailhead gave up, and went to RUclips. Yours was the 1st to pop up. So grateful I clicked it and didn't scroll on. God Bless you for this step-by-step instruction🙏🏿. You are a wonderful instructor!!!🤗

  • @nitingupta82
    @nitingupta82 4 месяца назад

    O Man! Thanks, A Ton!! This was really tricky!

  • @Khushi41bansal
    @Khushi41bansal 5 месяцев назад

    How to add rating feild....i have Amount as by default in my case.

  • @abs12357
    @abs12357 5 месяцев назад

    CC