Users' questions

How do I create a custom report link in Salesforce?

How do I create a custom report link in Salesforce? .

  1. From the Reports tab, create the report you want by either customizing a standard report or creating a custom report.
  2. Filter the report by the record ID you copied.
  3. Run the report to verify that it contains the data you expect.
  4. Click Customize.

How do I create a custom report in Salesforce?

  1. From Setup, enter Report Types in the Quick Find box, then select Report Types.
  2. If the Custom Report Type welcome page opens, click Continue.
  3. Click New Custom Report Type.
  4. Select the Primary Object for your custom report type.
  5. Enter the Report Type Label and the Report Type Name .

How do you create a link in a report?

To add a simple link in a report:

  1. Right-click the object used as the trigger object of the link and click Link on the shortcut menu to display the Insert Link dialog.
  2. From the Link Type drop-down list, select the target to which the object will be linked: Report, URL, E-mail or Content.

How do I share a report link in Salesforce lightning?

Share a Report or Dashboard Folder in Lightning Experience

  1. Click next to the folder name on any page that lists report or dashboard folders.
  2. Click Share.
  3. Form the Share With dropdown, select who you want to share with.
  4. For Name, enter the name you want to match.

How do you create a link in the lightning component?

To link to Lightning Experience pages, use lightning:formattedUrl in your custom component. The lightning:formattedUrl component displays a URL as a hyperlink. If you use raw anchor tags or the ui:outputUrl (deprecated) component for links, the page does a full reload each time you click the link.

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. Its goal is to enhance critical elements of a business, including marketing, sales, commerce, and service.

How many types of reports are there in Salesforce?

four types
The four types of Salesforce reports are Tabular, Matrix, Summary, and Joined. They will allow your Salesforce administrator to pull, send, and review the data in your Salesforce account in different formats.

How do you put a link in a text field?


  1. In the Content Editor or the Experience Editor, navigate to the text field where you want to insert a link and open the text editor:
  2. In the text editor, select the text or image that you want to be a link and to insert a link in:
  3. In the Insert a Link dialog, select the item that you want to link to and click Link.

How do I link pages to my dashboard?

Creating Links to Dashboard Pages

  1. Open the dashboard.
  2. Navigate to the page for which you want to create the link.
  3. From the Page Options menu, select Create Bookmark Link. Note: You can drill in an analysis that has been set to replace the dashboard with the new results.

What is the difference between reports and dashboards 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.

What are reports and dashboards in Salesforce?

Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.

How are custom links used in Salesforce report?

Some standard Custom Links: Custom Report Links leverages the Salesforce Record ID to query information about the record you are viewing, and depending on how you wrote the report, data in related objects – whether standard or custom.

Can you create custom report types in Salesforce?

Often the standard report types will meet your reporting needs, however sometimes we run into reporting limitations with our standard set of report types. If you aren’t able to create the report you need with the standard report types available, we can explore Custom Report Types.

How to create custom link to dynamic report?

Copy the report URL which looks something like this: Create a custom link on Account Object with URL like: {!Account.Id} Now, when you click this URL it will pass the Account Id dynamically and you;ll see the Activity records related to that particular Account only.

How to run custom report from any object?

First step is to have Salesforce running in two tabs in your web browser as you’ll be copying information between the two tabs when creating your Custom Report Link.