Quick Answer: How Do You Deploy A Dashboard And A Report In Salesforce?

How do I deploy a report in Salesforce?

Tracking Salesforce Reports in your package.

xmlMake the folder in your dev environment.Make the reports in your dev environment and save them in your folder.Pull the reports down locally using the steps above.Now rename your local folder to be “unfiled$public”Now deploy your work to the new environment.Now make the folder in your new environment.More items….

How do you deploy reports in Salesforce using changeset?

Reports stored in the Unfiled Public Reports folder appear in the list of reports that can be added to the change set, but they aren’t deployed even if added to the change set. To deploy a private or unfiled report using a change set, first copy or move the report to a different report folder.

What is difference between report and dashboard in Salesforce?

A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. … Like reports, dashboards are stored in folders, which control who has access.

How do I retrieve reports in Salesforce?

Retrieving Reports You can retrieve data or metadata from Salesforce reports by querying the virtual tables provided by the driver. The query must specify either the report ID, or the names of the report and the folder where it is stored.

How do I deploy a component in Salesforce?

Select the “Component Type” for the component you want to deploy (for example, Apex class, Apex Trigger). Select the specific class or trigger name, then click Add to Change Set. From the “Change Set Detail” related list, click Upload, then select the target organization as Production. Click Upload.

How do you deploy lightning components using change sets?

Deploy Lightning Web Component using Change Set in SalesforceFrom Setup, enter Outbound Change Sets in the Quick Find box, then select Outbound Change Sets.In the Change Sets list, click the name of a change set, or create a new one.Click Add to add components.More items…•

How do I deploy a platform event in Salesforce?

We can publish the platform events in 3 ways:Publish Events Messaging using APEX.Publish Events Messaging using Declarative tools (Process Builder or Cloud Flow Designer Tool / Visual Work flow).Publish Events Messaging using Salesforce API from external app.

How do you make a report folder private in Salesforce?

Required Editions and User PermissionsEnter a Folder Label . The label is used to refer to the folder on user interface pages.Choose a Public Folder Access option. … Select an unfiled report, dashboard, or template and click Add to store it in the new folder. … Choose a folder visibility option: … Click Save.

How do I mass move reports in Salesforce?

You can move individual reports or dashboards between folders and subfolders in Lightning Experience….Bulk Move Reports or Dashboards Using the Metadata APIIn Workbench, click migration and select Retrieve.Click Choose file for Unpackaged Manifest, and select the file.Click Next to retrieve the package.

Is Salesforce a reporting tool?

Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform with the goal to enhance critical elements of a business, including marketing, sales, commerce, and service.

How do I share a report and dashboard in Salesforce?

On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Public Groups.Find the group you want, and click Share. To search, start typing a name.Choose the sharing level you want to give this group. … Click Done, review your changes, and click Close.

How do I query data in Salesforce?

Salesforce – Viewing Data in the Developer ConsoleAll of the object’s fields display. Select the fields you would like displayed in the result list. Select multiple fields by holding down the Control.Click the Query button to create and add the SOQL query to the editor.Click the Execute button to run the query and see the results.

How do I move a report in Salesforce?

Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.

How can I share a specific dashboard with another user?

tipCreate a new dashboard or select an existing dashboard.Configure the dashboard to include the widgets you want to share with your team.Click the Share button.In the Share Dashboard dialog, select one or more groups or users from the drop-down list.More items…•

How do I query custom metadata in Salesforce?

Let’s see an example to use it in Salesforce.Go to Custom Metadata Types.Click “New Custom Metadata Type”.Save Custom Metadata Type.Click “New” in Custom Fields section.I have created a Field with API name Name__c.Click Manage to create records.Click “New” to create records.Save a test record.More items…•

How do I move a report from one folder to another in Salesforce?

Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.

How do I find the API name for a dashboard in Salesforce?

The workaround I use to get a dashboard’s API name is this:Get the Chrome extension called Salesforce inspector.Go to your dashboard.Click the little arrow on the right side of the screen that says Show Sales force details and click Show All Data.Look for DeveloperName. The value has your dashboard’s API name.

How do I give someone access to my Salesforce dashboard?

Grant Users Access to the Dashboard DesignerFrom Setup, enter Analytics in the Quick Find box, then select Settings.Select Enable dashboard designer, and then click Save.For each user that builds dashboards, assign the “Create and Edit Analytics Dashboards” user permission to them.

Where do I find report ID in Salesforce?

When you open a report in Salesforce, from the address bar you will notice a URL like: https://na7.salesforce.com/01OE0010002k1NJ. “01OE0010002k1NJ” is the Report ID.

How do you create a dashboard and report?

Dashboards are powered by reports.Go to the Dashboards tab and click New Dashboard.Type the Dashboard Name as Suggestions Dashboard and create it on the default Private Dashboards folder.Click Create.Click the +Component button to add a component.In the Report Search, look for Suggestions: By Status and select it.More items…

How many types of reports are there in Salesforce?

There are two types of report types: standard report types and custom report types. Standard report types give you access to most Salesforce data. For example, the Opportunities report type gives you access to Opportunity records and fields in your report.