You can share report by many ways with your colleague or sales team of your organization, like Subscribe a report, Schedule a report or give them report folder access. Salesforce has a very cool feature called as Report Charts. By using it you can share report with your peers, colleague
Tag: ADM201
Floating Headers in Summary and Matrix Reports
It is hard to remember the headers when you are viewing a report with thousands of rows. Instead of scrolling, create floating headers by freezing columns and rows. After the Spring’14 release when you scroll down to read a report, you can choose to have the header rows at the top
Export Reports Without Footers in Lightning Experience
Objectives: After reading this blog post, the reader will be able to: Export report in lightning experience Export report without a disclaimer Export a Report When you export a Report from Salesforce you can find some standard message (By default Salesforce adds five rows to the bottom of the .csv
Archived Groups in Chatter
Archiving a Chatter group suspends the ability to create new posts or share files with the group, while retaining the group feed and files for future reference.This feature available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions. The best example I can discuss here is, To streamline
Use Email to Post to Chatter Groups
Salesforce allow your users to send email messages to Chatter Group email address to create Chatter posts. It’s doesn’t require your Salesforce credentials. You can can only email your posts to Chatter groups that you have access to. Also, users are able to reply to Chatter email notifications and add
Post Announcements in Chatter Groups
Announcement is very important to Spread news across your organization, and Chatter is an awesome feature in Salesforce to do that. Post group announcements is to highlight important messages on the group page. I have written a few articles on Chatter. Why not check them out while you are at