In the previous blog, we shared that you can manually add widgets that have been added in other layouts. Since then, CRM Analytics has a new feature to enable sync between layouts, which means that when you add a new widget, it will be added to other existing layouts automatically. The same when you delete widgets from a layout; it will be deleted in other layouts too.Click Manage Layouts&nbsp ..read more

Because Google Analytics changed recently, and the changes need to be setup correctly for the blog. However, I just realized something was wrong in early December 2023, so the traffic data captured is only for 4-31 December 2023, so some of the statistics will be ignored.New Page 2023 2022 2021 change* Total New Page 21 37 50 -43.24% * compare 2023 to 2022 Channel Source 2023 2022 2021 1 ..read more

Search is one of the most use functions in Salesforce; it allows users to search almost anything for data that a user can see, as long as it is configured correctly and not a formula field; check out this blog.Additionally, Einstein Search also allows you to search using Natural Language Search for core standard objects: AccountCaseContactLeadOpportunityTaskNatural language search isn’t ..read more

Every Salesforce org is different, and as a Salesforce admin or developer, you may inherit the customization built by a team or consulting company that is no longer engaged, and worse, there is no good documentation available. Panaya has released an AI-powered solution, helping Salesforce professionals understand complex customization by translating them into simple language. The tool can also ..read more

In scenarios when we can't open a dashboard or dataset via "click", here are some shortcuts.Open Dashboard JSON EditorAdd "/json" at the end of the Dashboard Id, e.g., https://domain.lightning.force.com/analytics/dashboard/0FK34000000KzniGAC/jsonExplore Dataset https://domain.lightning.force.com/analytics/lens/new1/dataset/0FbHr000000dSdAKAUIf you are wondering what "new1" is, you can change it ..read more

In an old blog written many years back, you can check the reason for access of a record to a user using the Sharing button. There is a slight difference in information given in Classic compared to Lightning.Classic:https://domain.my.salesforce.com/setup/own/entitywhylist.jsp?id=0060o00001TvlTM&uid=00590000000OugmLightning:https://domain.lightning.force.com/lightning/r/Opportunity ..read more

In the Salesforce report, we can quickly add the 'Age' field to the report; it is even more flexible, where we can select the "unit" in Minutes, Hours, and Days. But before we discuss this further, let us agree on what is Case Age? For open cases, the elapsed time from creation to the presentFor closed cases, the elapsed time from creation to the closing time of the caseBecause 'Age' in the ..read more

For those who use CRM Analytics, we know that we can use dataflow/recipe to prepare datasets, which means transforming data for use in dashboards. Additionally, using a recipe, you can use the data prepared (with transformed data) to store in Salesforce or another Salesforce org. Imagine that CRM Analytic experts now become a specialist without the need to write scripts for Apex Scheduler.Push ..read more

There are many components available in Lightning Page Builder related to the child object, parent, or child of the parent. Let us discuss each component here:Related ListThis component will show all "related lists" (child objects) that are added to the Classic page layout assigned. There is nothing new here; all setup is done in the Classic page layout. It will show all data from the child ..read more

Use case: show the percentage of runners who finish the 5 km run in less than 35 minutes, less than 40 minutes, less than 45 minutes, and 45 minutes or above.Here are the steps1. Create a Compare Table2. Clone "Count of Rows" column3. Edit cloned "Count of Rows"4. Select "Running Total" from f(x), you can add a header too5. Switch to Query mode to calculate the percentageHere is the original ..read more