Question: How Do I Create A Dynamic Report In Salesforce?

What is retURL in Salesforce?

If you want to use a flow variable to redirect a user, such as to a specific record, distribute the flow by using Visualforce.

retURL can cause nested top and side navigation bars to render on the destination page.

retURL is case-sensitive.

If you use retUrl , the URL doesn’t redirect the user..

What does real time reporting mean?

The Definition of Real-Time Reporting Real-time reporting is a business intelligence practice that consists of gathering up-to-the-minute data and relaying it to users as it happens. Information is presented in its most current form for managers to easily make quick decisions when under heavy time constraints.

How do I create a dynamic dashboard in Salesforce?

From the Dashboards tab, create a new dashboard or edit an existing one. button next to the View dashboard as field. Note If you don’t have “Manage Dynamic Dashboards” permission, just enter a running user and skip to the final step. Enter “*” to see all available users. .From the Reports tab, create the report you want by either customizing a standard report or creating a custom report.Filter the report by the record ID you copied. … Run the report to verify that it contains the data you expect.Click Customize.More items…

What does dynamic reporting mean?

Dynamic reports. Each time a dynamic report is run, it gathers the most recent data in the Data Warehouse. Only the report definition, which remains the same over time, is stored.

How do I use Urlfor in Salesforce?

When you use URLFOR() with a Visualforce page, and you want to pass a record ID into the page, you must pass the ID in as a parameter. Use the $Action global variable and URLFOR() to point to Salesforce pages.

Can we schedule a dynamic dashboard in Salesforce?

You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.

How do I use a URL field in Salesforce?

Select the “URL” data type radio button and then click the “Next” button. Enter the all required fields and then click the “Next” button. Click the “Next” button in the field level security page. In the Add to page, layout page click the “Save” button.

What is static and dynamic?

In general, dynamic means capable of action and/or change, while static means stationary or fixed.

What is the difference between a static report and a dynamic report Coursehero?

Describe the difference between static and dynamic reports. Static reports are prepared once from the underlying data, and they do not change. A dynamic report is at the time of creation; the reporting system reads the most current data and generates the report using that fresh data.

What is dynamic report in Salesforce?

Salesforce has some great Salesforce dynamic reports and dashboards that help to do away with all the clutter. The first would be the “My” filter on reports and list views (like My Contacts, or My Open Opportunities) that allow you to create one report that is different for each user viewing it.

How do you create a dynamic report?

Do one of the following:From the SmartOffice side menu, select Reports > Dynamic Reports to open the Search Dynamic Reports dialog box. Then click the New button.From the Dynamic Report List, select Menu > New ‘Dynamic Report’ record.

How many dynamic dashboards do I have in Salesforce?

How to find how many dynamic dashboards are created in Salesforce…Create a Custom Report Type using the Dashboards type.Create a new report with the new Dashboards Report Type.Select Show All Dashboards.Select the All Time range.Add the following filter: Dashboard Running User equals “Run as logged-in user, Let authorized users change running user”.

How do I find the dynamic dashboard in Salesforce?

Steps to use Workbench to query:Go to Workbench.Tick I agree to the terms of service.Click Login with Salesforce.Choose “SOQL Query” on Jump to.Choose “Dashboard” for the Object.Hit Select.Choose the columns you want to show on under Fields.Filter results by Type = LoggedInUser.

How do I add a filter to my dashboard in Salesforce?

If equivalent fields are available for a component, you can select a different field to filter the component.Edit a dashboard, then click + Filter in Lightning Experience or Add Filter in Salesforce Classic.From the Field drop-down, select a field to filter on. … Give the filter a Display Name to identify it.More items…

How do I convert my URL to lightning?

1 Answer. You need to add the Google Info custom button from the Salesforce1 & Lightning Actions bucket to the Salesforce1 & Lightning Actions section in the layout for it to appear in the Lightning Experience view of the page.