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Sunday, September 1, 2019
Salesforce: Forecast with Opportunity Split
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This is the continuation of previous blog Setup Forecast Quota , in this blog, we will share about Forecast with Opportunity Split Overlay....
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Salesforce: Setup Forecast Quota
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1. Enable Opportunity Team 2. Enable Opportunity Split and Add Opportunity Split Type (optional) For this blog, I am a...
Monday, August 26, 2019
Salesforce: Get Folder Sharing Access
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Report and dashboard accessibility are defined in the folder that stores the reports or dashboard, there are 3 levels of access: 1. Manage ...
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Monday, July 29, 2019
Einstein Analytics: Embed Analytics Dashboards with multiple fields filter
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Here is the scenario: Show all Opportunities with filter: compare Parent_Account_ID__c value from Opportunity page (a formula field CASESAF...
Monday, July 22, 2019
Einstein Analytics: Gauge chart
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In Einstein Analytics Gauge chart, there is only 1 value to set, which is for the needle, you can set the value from a query in step. While ...
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Sunday, July 14, 2019
Einstein Analytics: Using XMD (Extended Metadata) for Percentage
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Getting Started When we configure Einstein Analytics Dataset, we not realize have been playing around with XMD (Extended Metadata). When ...
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