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I don't believe you can achieve this using reports & dashboards. The event monitoring objects (URIEvent, APIEvent etc) are not supported for reports & dashboards and are not real-time. You can however view them in Einstein Analytics (using the license that comes with Event Monitoring) but again this is not real-time, the data is collated each night ...


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When you export a Discover report as a csv file, Discover uses double-quote as the text qualifier. In order to successfully import a file like this to a Data Extension, ensure you check the "Respect double quotes as a text delimiter" box when defining the Import Definition. In this way, you'll see data that incorporates commas successfully import ...


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There's some magic baked into the standard Cases report that explains this. Standard Cases have the AccountId field, which is a Lookup(Account). The standard Cases report type has a built in lookup through this AccountId field. It's the equivalent of making a custom report type > edit field layout > add lookup fields > add Case.Account.[fields]. ...


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Sounds like you need a Sendlog. If region is already available for use in the email, e.g. for personalization, then all you need to do is log it at the time of send. Write into a data extension that can be interpreted in the context of the existing out of the box logging, i.e. the data views. You can: a) either build a data extension of type "based on a ...


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here joined report can be used and if data is not coming then set your date field and set range field to All time


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This feature is available to Salesforce Orgs with Enterprise, Performance, and Unlimited editions for an Extra Cost. You may refer the same in below link. Include External Data in Reports


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Create a formula field in Case object that will check if loggedin user is part of user's hierarchy. The logic- Owner:User.Manager.Id = $User.Id || $User.Id = Owner:User.Id || $User.Id = Owner:User.Manager.Manager.Id Add this checkbox field as filter in report! Logic of formula- The first one checks - If current user matches Record Owner's Manager Id (...


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