All Questions
Tagged with dashboard reports-api
14 questions
0
votes
1
answer
281
views
Clone Button Not Visible In Salesforce Lightning
How to add or enable clone button for dashboards? The edit button is displaying. Clone button appears on Salesforce Classic.
- 19
0
votes
0
answers
351
views
Reports and Dashboards in LWR Experience site
I understand and have used the Dashboard and Reports component in an Aura Experience Site - but I am struggling to display them in an LWR Experience.
I have moved the CRM Analytics Dashboard component ...
3
votes
1
answer
82
views
Store Lightning Dashboard as PNG in Files
The use case here is that I need to fetch the image/png of Lightning Dashboard and store it in Files via Apex
So first, I try to do a callout to Dashboards REST API -
Http http = new Http();
...
- 432
0
votes
0
answers
101
views
How to write summary formula to calculate percentage based on coloums total?
I did some research but i am unable to get it.
I want to create a formula for this calculation:
Total Records- Total CompletedOnboarding/Total Records *100.
Please guide
1
vote
1
answer
208
views
Running describeReport(3-arg); of Salesforce Reports and Dashboard API, gives an error(in the SS). Any idea why could this be happening?
-------------------------------------------------
Edit for better error message and methods googleability:
Exception occurred - The data you're trying to access is unavailable.
Class.reports....
- 21
1
vote
2
answers
2k
views
Need to pull a report on the count of cases worked by an agent. But agent does not own the cases
We are having a challenging scenario. Any help would be greatly appreciated.
We have a team of agents who works on the customer service cases. But once the case is closed the ownership changes to the ...
- 11
0
votes
0
answers
209
views
Error opening dashboards
One among four users with the same profile and Role is having an issue in viewing the dashboards. When the user clicks on the dashboards there is an error encountered.
Error: This report cannot be ...
- 61
0
votes
1
answer
913
views
Adding Reports To Managed Package Failing For Folder Already Exists?
We have a managed packaged with reports and Dashboards in folders. If we add a report to an existing folder and deploy it to customers, the package install keeps failing with:
"This folder unique ...
- 1,610
0
votes
1
answer
2k
views
Generate Reports and Dashboards by getting data from External Services
I have a requirement where the users want to generate Reports and Dashboards by getting data from external web services. This data is not stored in Salesforce. We will have to call the webservice, get ...
- 47
2
votes
2
answers
3k
views
How to identify unused reports
I am trying to perform a task in my org, I need to delete all
unused Reports (those which have not been used in months) from the Org. Can you please suggest if there is a way to Identify "All the ...
- 551
1
vote
0
answers
243
views
Report on 2 unrelated objects joined by date
I need to create a report with a graph where it shows month by month the number/amount of sales (custom object Invoices) and over the same month how many Cases were lodged. The 2 don't relate to each ...
- 1,885
0
votes
1
answer
2k
views
Report for Public Groups
I need to create 7 groups and track who has the biggest sales.
Can I create a report about the group members's total sales and compare it to other groups? How can I achieve this? Thanks in advance. ...
- 651
0
votes
1
answer
5k
views
Actual Sales VS Target report / dashboard
I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...
- 65
0
votes
1
answer
171
views
How to show Dashboard report from certain campaign
I've developed a report with dashboard and its already placed on a certain campaign. By doing that the report is shown to all other campaigns, something that i don't want it like that.
I want that ...
- 634