![Umesh Lad](/img/default-banner.jpg)
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Umesh Lad
India
Registrace 31. 07. 2017
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
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
zhlédnutí: 11 273
Video
User Management | Add New Users | Trailhead/Salesforce
zhlédnutí 6KPřed 6 měsíci
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
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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
zhlédnutí 19KPřed 7 měsíci
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
zhlédnutí 14KPřed 7 měsíci
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
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Improve Data Quality for a Recruiting App | Create Cross Object Formulas | Trailhead/Salesforce
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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
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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
zhlédnutí 574Před 10 měsíci
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
zhlédnutí 635Před 11 měsíci
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
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zhlédnutí 1,6KPřed 11 měsíci
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Create Reports with the Report Builder | Trailhead / Salesforce
zhlédnutí 13KPřed rokem
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
zhlédnutí 28KPřed rokem
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
zhlédnutí 1,9KPřed rokem
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Data Security | Define Sharing Rules | Trailhead/Salesforce
zhlédnutí 3,1KPřed rokem
Data Security | Define Sharing Rules | Trailhead/Salesforce
Data Security | Create a Role Hierarchy | Trailhead / Salesforce
zhlédnutí 3KPřed rokem
Data Security | Create a Role Hierarchy | Trailhead / Salesforce
Data Security | Control Access to Records | Trailhead / Salesforce
zhlédnutí 3KPřed rokem
Data Security | Control Access to Records | Trailhead / Salesforce
Data Security | Control Access to Fields | Trailhead / Salesforce
zhlédnutí 3,2KPřed rokem
Data Security | Control Access to Fields | Trailhead / Salesforce
Data Security | Control Access to Objects | Trailhead/Salesforce
zhlédnutí 3,2KPřed rokem
Data Security | Control Access to Objects | Trailhead/Salesforce
Data Security | Control Access to the Org | Trailhead/Salesforce
zhlédnutí 5KPřed rokem
Data Security | Control Access to the Org | Trailhead/Salesforce
Data Security | Overview of Data Security | Trailhead/Salesforce
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Data Security | Overview of Data Security | Trailhead/Salesforce
User Management | Control What Your Users Can Access | Trailhead/Salesforce
zhlédnutí 2KPřed rokem
User Management | Control What Your Users Can Access | Trailhead/Salesforce
User Management | Add New Users | Trailhead/Salesforce
zhlédnutí 2,6KPřed rokem
User Management | Add New Users | Trailhead/Salesforce
Formulas and Validations | Create Validation Rules | Trailhead/Salesforce
zhlédnutí 3,7KPřed rokem
Formulas and Validations | Create Validation Rules | Trailhead/Salesforce
Formulas and Validations | Implement Roll Up Summary Fields | Trailhead/Salesforce
zhlédnutí 2,2KPřed rokem
Formulas and Validations | Implement Roll Up Summary Fields | Trailhead/Salesforce
Formulas and Validations | Use Formula Fields | Trailhead/Salesforce
zhlédnutí 1,9KPřed rokem
Formulas and Validations | Use Formula Fields | Trailhead/Salesforce
Lightning App Builder | Work with Custom Lightning Components | Trailhead/Salesforce
zhlédnutí 2,7KPřed rokem
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Lightning App Builder | Build an App Home Lightning Page | Trailhead/Salesforce
zhlédnutí 3KPřed rokem
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Build a Custom Record Page for Lightning Experience and Salesforce Mobile App | Trailhead/Salesforce
zhlédnutí 2,3KPřed rokem
Build a Custom Record Page for Lightning Experience and Salesforce Mobile App | Trailhead/Salesforce
Thank you
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
Thank youu
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?
thank you so much this was so helpful
if Rating field is not visible in record field kindly choose Prospect Rating
Same
it says i cant chasnge my usernanme wtf?
Error: Field EndDate__c does not exist. Check spelling.
BRO value:hot is not showing🙁😢😢!!!!!HELP ME PLZZZZZZZZZZZZZZZZZZ
if anyone has same issue ....i have solved this by adding prospect rating instead of rating!!
There are no CASES in the creation filter
we cant find a user with 'testuser' in the username and the testuser as the alias.
This video was a life saver, excellent work and thank you.
thank you
Your all view is so helpful
thank you
thank you
thank you!
thank you!
THANK YOU
THANK YOU
THANK YOU
THANK YOU
THANK YOU
THANK YOU
THANK U SIR
thank you so much🤝
pls provide trailmax sol3
🤘
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
Man you are amazing, thank you again!
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?
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!
Whew...I did it, thank you for your guidance!
The ‘SLA Expiration Date’ field is still present on the New Account Page. However, I DID remove it, any help?
Very nice video I worked on this 5 hours ... And I was missing something this video really solves the problem
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!
Thx
Value: Hot is not showing
hi, here i am not able to update more information tab. what should i do?
Step not yet complete in Brave Hawk Playground Make sure you moved the correct fields from the Information section to the Candidate Rating section.
Thanks buddy it will helpful❤
didnt get position title option
Thank You!
Thank you so much! After working on this for long I found this video. Very Helpful-step by step video. Thank you!
Thank you so much! After working on this all day, I found this video. So Helpful, clear step by step video. Thank you!
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 CZcams. 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!!!🤗
O Man! Thanks, A Ton!! This was really tricky!
How to add rating feild....i have Amount as by default in my case.
CC