Browse Author: anuja.joshi

Joined Report Types

A joined report can contain data from multiple standard or custom report types.

It helps you to combine multiple object data into single reports.

Some additional features are:

  • You can add charts.
  • You canan add 16 report types.
  • You can  add 5 different blocks with cross block and cutom summary formulas to each block.

Let as have an example:

Create a report comparing the number of support cases that are New, Working, or Escalated by priority. The report contains a single standard report type: Cases. First, create the report, add three blocks to the report, filter each block by the appropriate status, and then use the Priority field for grouping.

To create the report:

  1. Create a new report, selecting Cases as the report type.
  2. Select Joined from the Format drop-down.
  3. Remove unwanted fields by dragging them to the Fields pane.
  4. Create three blocks, each containing the Case Number and Status and, optionally, Case Owner fields.
  5. For each block, filter on all cases. Then, filter each of the blocks by Status as follows:

Block 1: Status equals New

Block 2: Status equals Working

Block 3: Status not equal to Escalated

Group the blocks by Priority.

6.  Optionally, rename the blocks.

7.  Click Save or Run Report.

.Joined Report Type

Salesforce Adoption Manager

Salesforce Adoption Manager is the fastest way for employees to get the most out of Salesforce.

To use this service  you have to enable Salesforce Adoption Manager as follow:

  • Go to Setup in the full Salesforce site
  • Click Manage Users | Adoption Manager
  • Select Enable Salesforce Adoption Manager.

 

Salesforce Adoption Manager

 

Once you activate the program, it will start with a personalized invite to users to download the Salesforce1 mobile app.

All emails are optimized for desktop and mobile devices. Users not on mobile devices will have the option to text a download link to themselves.

After users have downloaded the app, they will receive emails based on their actual usage of the app. These emails will suggest top actions to take and keep track of actions already taken. The goal is to get users up to speed with the Salesforce1 mobile app so your company can start realizing more benefits from the product.

You can dectivate this service deselecting Salesforce Adoption Manager option.

Salesforce Adoption Manager guides users with customized suggestions based on how they use Salesforce and the Salesforce1 mobile app.

It helps  your users to succeed with tips on actions they can take to accomplish more—faster.


Need more help?

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