Dynamic Report Charts & Customer 360 View in Salesforce - Learn Salesforce Series By Algoworks

Credits : Algoworks Solutions Inc
Algoworks Sep 18, 2020
1,358  Views

In this video, the following points will be covered -

1. Introduction
Introduction to conventional setup for Customer 360.

2. Prerequisites
Setting up a base report for the chart.

3. Adding a Dynamic Report Chart
Configuration for adding a report chart and making it dynamic.

4. Customer 360 View
Get a 360-degree view and navigate to filtered reports from the Account page.

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For any consultation, development, customization, testing, or support on anything Salesforce, do contact us at https://algoworks.com/contact-us

Categories: Others, Salesforce Training
Tagged: Salesforce Development, Salesforce Reports, salesforce, salesforce services, Salesforce Cloud, SFDC, Salesforce Video, Salesforce Learning, Tutorial, Learn Salesforce Series, Salesforce Filters, Filter Reports, URL, Parameters, Customer 360 View, Dynamic Report Charts

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