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Aprenda Navigating the Salesforce Analytics Interface | Section
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Working with Emails and Reports

bookNavigating the Salesforce Analytics Interface

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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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What happens when you move a report into a folder?

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Seção 1. Capítulo 7

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Seção 1. Capítulo 7
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