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bookNavigating the Salesforce Analytics Interface

Sveip for å vise menyen

This interface looks quite different from other parts of Salesforce, so let's break it down piece by piece. To access analytics, follow these steps:

  1. From the Salesforce homepage, click on Sales;
  2. Click on the Analytics tab.

Once inside, you'll notice that this section has a directory-style layout instead of the familiar column-based format used in other areas.

Now that you are familiar with the Analytics Interface, you know how to:

  • Navigate the Analytics homepage;
  • Create and manage folders;
  • Move reports into folders;
  • Understand the difference between folders and collections;
  • Use filters to organize and search for reports.

1. What is the key difference between folders and collections in Salesforce Analytics?

2. What happens when you move a report into a folder?

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What is the key difference between folders and collections in Salesforce Analytics?

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question mark

What happens when you move a report into a folder?

Select the correct answer

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