Скачать с ютуб Create a URL-Driven Salesforce Activity Report! в хорошем качестве

Create a URL-Driven Salesforce Activity Report!

This How-To will provide the foundation to generate any URL-driven report on any of your objects’ record pages. All this with the click of a button. By implementing this feature, you can remove the Activities component from your Salesforce page layout, improving your record’s load time. You can replicate what you will learn here in your contacts or your leads, and…given it’s a native Salesforce report, you can export it to Excel and send it to colleagues that don’t have access to your org. Here's the Row-Level formula referenced in the video: IF(ISBLANK(TASK_SUBTYPE), EVENT_SUBTYPE, TASK_SUBTYPE) Enjoy! --- Subscribe to our monthly newsletter to receive a summary of all How-Tos! https://21knots.com/contact-us/#subsc... SAY HI ON SOCIAL: ✯ Website: https://www.21knots.com ✯ LinkedIn:   / 21knots   ✯ Twitter:   / 21knots   ✯ Facebook:   / 21knotssolutions   00:00 - Start 00:56 - Demo 01:29 - Before we start 01:54 - Build the report 02:49 - Set the report’s columns 03:43 - Create the row-level formula field 06:24 - Save the report 07:32 - Create the report’s filter 09:42 - Copy the report’s URL 10:10 - Create the button on the account object 13:18 - Add the button to your account’s page layout 15:29 - Launch the URL-driven report! 16:07 - Bonus: Add a chart to your report