Introduction This week we are going to focus on data security and how we can ensure that only certain users see certain opportunity data! Sharing inheritance and security predicates are supported in CRM Analytics – this week we are going to look at security predicates – row-level security which enables you to model many different …
Introduction This week we are going to explore embedding dashboards within a Salesforce record page and apply a filter to make the insights contextual to the account you are viewing. Requirements Create a simple recipe: Bring in the Account Object – ensure the Account ID Field is included Bring in the Case Object – ensure …
2023 Week 14 | Embedding CRM Analytics Dashboards in Salesforce Read More
Introduction This week we are exploring transforming tabular data with repeater widgets to display our top accounts and sales people based on total revenue. Use repeater widgets to show select fields from a query in a scrollable list in your dashboard. Create a customized layout of text, numbers, charts, and images in a repeater widget, …
Introduction This week we are going to continue working on our dashboard from last week. We will add some new functionality with interactions and custom queries. Requirements Create a custom query using the dimensions from the dataset you produced in challenge 1. Use the following fields: Product Family, Type and Billing Country. Add a Toggle Widget …
